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Jan Loeys Global Asset Allocation
document IMAGES-011-HOUSE_OVERSIGHT_030850.txt Mar 28, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…hs prolonging the current run of negative economic surprises from the region. Japan is the region we like the most. In our mind the Japanese equity trade has further legs not only due to prospective BoJ balance sheet expansion but more importantly due to a reform agenda to be un...

in the morning, such as the creation story, and what we were taught in the afternoon, such as
document IMAGES-004-HOUSE_OVERSIGHT_017111.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… the premises and everything else followed quite logically. For a few of us, that wasn't good enough. I recall vividly our efforts to find--or contrive-- common ground. For some, this quest took them to wonder whether the God of Genesis could have created evolution. For them the...

ones spiritual unfolding within the stream of real time and space, finding emptiness
document IMAGES-002-HOUSE_OVERSIGHT_013511.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…orm and inaction in the world of action. We worked at karessa so ardently that there was barely enough time left to do our assignments in biology and chemistry. In a darkened room, Mary and | lay legs locked, lying on our sides, moving slowly and rhythmically, humming Om and wai...

Top 10 US Ideas Quarterly
document IMAGES-003-HOUSE_OVERSIGHT_014623.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Top 10 US Ideas Quarterly Our Top 10 US Ideas are based on our view that these companies could have the most significant market and business related catalysts over the next three months. The list reflects primarily a bottoms-up approach, with calendar-specific events noted for m...

strong control of the government and its high approval rating are steadily raising the chance of suc
document IMAGES-011-HOUSE_OVERSIGHT_030845.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ollar-average away 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...