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Global Asset Allocation
document IMAGES-011-HOUSE_OVERSIGHT_030849.txt Mar 28, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…from bonds to equities. Fixed Income Bonds rallied again, except for Euro area peripherals, the source of this week’s market concerns. The imposition of capital controls on Cypriot deposits is to be sure a watershed moment, but for now not one we expect to spark significant dep...

number of commercial stage companies with novel and clearly differentiated products targeting
document IMAGES-007-HOUSE_OVERSIGHT_024020.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…commercial stage companies with novel and clearly differentiated products targeting defined and established high growth market segments. DEAL FLOW AND INVESTMENT PROCESS The Fund Managers have a proactive approach to deal sourcing, which targets both private and public opportun...

SPX put contingent on higher rates
email TEXT-001-HOUSE_OVERSIGHT_014310.txt Nov 15, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…art 1] • While equities have shown less conviction over what a Trump win means (given strong sector rotation), the bond market has sold off with one of the largest moves in history [Chart 2 & 3] • Stabilizing rates volatility from here is key to markets remaining calm and while e...

“Hombre.” Died Aug. 20 of complications from a stroke
document IMAGES-002-HOUSE_OVERSIGHT_013294.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…. Miller, 85. The former chief investment officer for New York-based Donaldson Lufkin & Jenrette, who called the stock- market bottom in 1982 and whose “Random Gleanings ” market commentary was widely followed by investors. Died on Aug. 29 of complications from brain cancer. Sea...

in the English-language market, in print, radio, television, and online. At the same
document IMAGES-005-HOUSE_OVERSIGHT_020464.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

in the English-language market, in print, radio, television, and online. At the same time, the Chinese government has severely limited the ability of US and other Western media outlets to conduct normal news gathering activities within China, much less to provide news feeds dire...

Marina Market Analysis 34
document IMAGES-005-HOUSE_OVERSIGHT_018845.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Marina Market Analysis 34 British Virgin Islands Virgin Gorda — = Jost.Van Lyke : va WEL Peter Island IGY American Yacht Harbor Marina HOUSE_OVERSIGHT_018845

Text 001 House Oversight 028406
document TEXT-001-HOUSE_OVERSIGHT_028406.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ers on Friday and again at a public hearing this year, responding to new scrutiny of the company’s work with China, its market power and alleged bias against conservatives in its search results.","type":"text"},{"identifier":"_anf-body-2","layout":"bodyLayout","role":"body","text...

NLV-I has capital commitments of $310 million, and the Fund Managers began investing in
document IMAGES-007-HOUSE_OVERSIGHT_024030.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…8 vintage year. Additionally, over the investment period of NLV-I, the net annual IRR is outperforming relevant public market indices when compared on a public market equivalent basis (PME+). NLV-II’s net annual IRR shows encouraging results thus far for a relatively immature fu...

Iranian Economy Hit Hard by Sanctions
document IMAGES-009-HOUSE_OVERSIGHT_026954.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ard by Sanctions Division 1. Iran Annualized Real GDP Growth and Inflation’ 2. Iranian Rial (Mid) to USD — Unofficial Market Rate 200,000 15 = =mReal GDP Growth CPI % YoY (Right) 60 51 180,000 - 10 - + | 40 460,000 _ IRR Weaker Sa Sa 140,000 - 5 - + 20 rs 120,000 - 3 oa ne} ¢...

Global Equity Volatility Insights Bankof America
document IMAGES-007-HOUSE_OVERSIGHT_023575.txt Jun 6, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…om any rise in their vol from currently low levels; (ii) the trade would eS benefit from any downward pressure on broad-market correlations as Tech stocks BofA Analytics = DATA DRIVEN = Nitin Saksena Equity-Linked Analys decouple from other large caps; and (iii) the late ‘90s...

On Sun, Jun 24, 2018 at 4:23 PM, Robert Trivers <> wrote
document IMAGES-008-HOUSE_OVERSIGHT_025141.txt Jun 24, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…If Enhanced Learning can make its annual gift of 30 that would have a huge positive effect on me and my future. Let the market take care of itself. All best Sent from my iPhone On Jun 24, 2018, at 2:02 PM, jeffrey E. <[email protected]> wrote: trump ok, lets concentrate on...

Economic Research: How Increasing Income Inequality Is Dampening U.S. Economic Growth, And Possible
document IMAGES-008-HOUSE_OVERSIGHT_025784.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…Is Dampening U.S. Economic Growth, And Possible Ways To Change The Tide After-tax income After-tax income is equal to market income plus transfer income minus federal taxes paid. In assessing the impact of various taxes, individual income taxes are allocated directly to househo...

GDP growth by about 0.7 percentage point, similar
document IMAGES-003-HOUSE_OVERSIGHT_014549.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…nce 2004 and an artificial intelligence system the gap might reflect the higher wages of workers who are producing non-market digital services, he does not believe that this difference is evidence of mismeasured GDP because the trend started earlier that can read 200 million pa...

Figure 18 Interest Broad Based from Edibles
document IMAGES-008-HOUSE_OVERSIGHT_024840.txt Feb 25, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…re 18 Interest Broad Based from Edibles... February 25, 2019 Consumer Products Opportunities (Azer) In 2018, the CBD market in the U.S. has been estimated to have generated revenues ranging from ~S600 mm to as much as $2 bn. In our 2019 global cannabis outlook report (here), w...

Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~
document IMAGES-008-HOUSE_OVERSIGHT_025586.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…; in Spain by Morgan Stanley, S.V., S.A, a Morgan Stanley group company, which is supervised by the Spanish Securities Markets Commission (CNMV) and states that Morgan Stanley Research has been written and distributed in accordance with the rules of conduct applicable to financi...