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Readers of our previous Outlook publications may recall that this page typically
document IMAGES-003-HOUSE_OVERSIGHT_014534.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

2017 OUTLOOK Dear Clients, Readers of our previous Outlook publications may recall that this page typically summarizes the key themes of our economic and financial market prospects for the coming year. However, for 2017 we decided that a brief overview would not suffice, given...

Citigroup Inc. (C)
document IMAGES-002-HOUSE_OVERSIGHT_014380.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Citigroup Inc. (C) We use a three-factor valuation framework (P/E, P/TBV, DCF} to arrive at our $60 PO, assigning a 0.9x multiple to 2017E TBV and 11x multiple on '17E blended NA and EM earnings. We have weighted the P/E and P/TBV factors equally at 40%, and our DCF analysis by...

increase its defense spending. Under Prime Minister Abe, the defense budget has
document IMAGES-002-HOUSE_OVERSIGHT_014419.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…has expanded by 7% but has been kept at roughly 1% of GDP, in keeping with historical guidelines. This is small by international standards and more likely than not will rise in the coming years (Chart 24}. The composition of spending is also likely to shift from operating costs t...

ane Group (CG), C-2-8, Neutral
document IMAGES-002-HOUSE_OVERSIGHT_014357.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… in infrastructure, along with tax change, defense spending, and the border will get a lot of attention along with international trade. Three main conclusions: 1) First time in a long time that there is a universal pro-business outlook across congress and the presidential office;...

likely. Mr. Gray also thinks that concerns over the commercial real estate market
document IMAGES-002-HOUSE_OVERSIGHT_014356.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

likely. Mr. Gray also thinks that concerns over the commercial real estate market may be overdone. e | When asked “What would get you more interested in investing in BX stock?” the most common response was a market pullback (30%), followed by comfort on the direction of the real...

Foreign exchange overview
document IMAGES-008-HOUSE_OVERSIGHT_025277.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…LN, KRW and SGD.We expect the CNY to appreciate 2% against the USD, moving towards 6.20 over the coming 12 months. Internationally marketable instruments (such as CNH, the offshore version of the Chinese currency traded in Hong Kong) have similar appreciation potential. Preferen...

Fareed Zakaria: Trump sells America short
email IMAGES-010-HOUSE_OVERSIGHT_029849.txt Sep 17, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Sultan Bin Sulayern Sent: 9/18/2015 5:26:12 AM To: Jeffrey Epstein [[email protected]] Subject: Fareed Zakaria: Trump sells America short Importance: — High Fareed Zakaria: Trump sells America short Dear Donald Trump: China, Japan and Mexico are not “killing us” By...

Preference: neutral
document IMAGES-008-HOUSE_OVERSIGHT_025263.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

UK equities Preference: neutral FTSE 100 (24 Oct): 5,805 (last publication: 5,768) UBS View FTSE 100 (6-month target): 5,850 ¢ We keep our neutral stance on UK equities. Earnings have continued to disappoint, showing one of the weakest dynamics within our market universe. Commo...

Focus on Revenues —
document IMAGES-006-HOUSE_OVERSIGHT_021019.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Focus on Revenues — Drive Sustainable Economic Growth + Change Tax Policies Focus on Revenues Invest in Technology / Infrastructure / Education Drive Sustainable Economic Increase / Improve Employment SL Improve Competitiveness Consider Review Tax Rates Changing MEE Reduce Su...

concept of “Pareto-topia”: the idea that AI, if done right, can bring about a future in
document IMAGES-003-HOUSE_OVERSIGHT_016295.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

concept of “Pareto-topia”: the idea that AI, if done right, can bring about a future in which everyone ’s lives are hugely improved, a future where there are no losers. A key realization here is that what chiefly prevents humanity from achieving its full potential might be our in...

Fwd: Public work vs private AMAZING
email TEXT-001-HOUSE_OVERSIGHT_030238.txt Aug 4, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ent "Investor's Business Daily" article provided very > interesting statistics from a survey by the United Nations International > Health organization. > > Percentage of men and women who survived a cancer five years after diagnosis: > > U.S. 65% > > England 46% > > Canada 42% >...

as “so proud” and so “endowed with intelligence,” but who “have in the main given their
document IMAGES-004-HOUSE_OVERSIGHT_017419.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… and Kunstler — were appalled at Berrigan’s diatribe. In 1970, the guild sent a delegation to the Congress of the International Association of Democratic Lawyers — an organization consisting largely of Communist lawyers from Eastern Europe and “progressive” lawyers from Western...

[email protected]
document IMAGES-008-HOUSE_OVERSIGHT_024819.txt Feb 25, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…h, Insys) have clinical trials underway in seizure disorders as well. CBD Hemp Cultivation (Neivert) According to the National Conference of State Legislatures, 41 states have set up cultivation and production programs to regulate the production of hemp. There is little researc...

Re: My Wall Street 2 Story
email TEXT-001-HOUSE_OVERSIGHT_021241.txt Jan 12, 2010 House Oversight Committee — Epstein Estate Records (Nov 2025)

…Messenger" at Monkey Bar yesterday and hung with Clooney at the New York Film Critics Awards last night. Tonight is the National Board of Review and I am thinking of staying in bed till show time. Have a party for Clooney Wednesday nigh Graydon is hosting at Monkey Bar that we ar...