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ae — a return to positive EPS growth
document IMAGES-002-HOUSE_OVERSIGHT_014470.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…be supportive in 2017 with a return to positive EPS growth in Europe for the first time since 2014 and with downside to consensus forecasts for the year ahead that are well below average. Our base case assumes +7% EPS growth in 2017 and 2018. With EPS broadly stagnant over the la...

would obliterate the record of adroit diplomacy of the last four years
document IMAGES-009-HOUSE_OVERSIGHT_027108.txt Feb 8, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…Article 3. The National An uneasy courtship as Iran and Egypt test the waters Alan Philps Feb 8, 2013 -- There is a consensus among commentators that the visit of the Iranian president, Mahmoud Ahmadinejad, to Egypt - complete with red carpet and kiss on both cheeks from Pres...

2016 Future of Financials Conference
document TEXT-001-HOUSE_OVERSIGHT_014315.txt Nov 17, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ge, as lower contribution from the Community Bank will mitigate a stronger macro backdrop 0% Underperform the range, as consensus in underestimating the earnings impact from the retail sales practices issues. 60% 50% 40% 30% 20% 10% 0% 37% 50% 13% Meaningful, at over 5% of EPS, g...

7/22/2016 In the shadow of quantitative easing, party like it is 1788 - FT.com
document IMAGES-007-HOUSE_OVERSIGHT_023568.txt Jul 22, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ect all the dreadful consequences. However, it would be difficult to match the stupidity of the excuses for the current consensus on central bank policy. Not that there will be a consensus for much longer. It does not take much reading between the lines of statements such as Pre...

input of nurture and schooling, and then depreciates gradually to zero just as
document IMAGES-001-HOUSE_OVERSIGHT_010952.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…rk invested in learning, | call it “self-invested work”. I call the part of work sold for pay “realized work”. Then the consensus view formed in the 1960s held that human capital growth equals invested consumption plus self-invested work less human depreciation. I agree, with a c...