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Cuba trip
email IMAGES-012-HOUSE_OVERSIGHT_033489.txt Jan 11, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

… under. Keep in mind on 16 Jun 2017, President Donald Trump has announced changes that are to come regarding Cuban and US relations. This means the regulations are being rewritten to reflect these changes and are to be published 30-90 days from that date. We do not have advance...

Top 10 US Ideas Quarterly
document TEXT-001-HOUSE_OVERSIGHT_014622.txt Jan 3, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

Top 10 US Ideas Quarterly Q1 Top 10 Ideas Strategy Equity | 03 January 2017 Corrected Top 10 US Ideas – 1Q17 The backdrop for risk assets has changed dramatically over the past year. As Michael Hartnett pointed out, 2016 saw global interest rates fall to 5,000-year lows and the...

Central Intelligence Agency, the Treasury Department, the Atomic
document IMAGES-005-HOUSE_OVERSIGHT_019688.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…te-of-the-art equipment, including supercomputers that could break almost any cipher, antennas mounted on geosyn- chronous satellites that vacuumed in billions of foreign telephone calls, and other exotic capabilities. It also devised stealthy means of breaking into channels that...

Effective Interest Rates: But Cost of Debt Unlikely to Continue to Decline
document IMAGES-006-HOUSE_OVERSIGHT_020924.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Effective Interest Rates: But Cost of Debt Unlikely to Continue to Decline For Extended Period If Economy Improves USA Federal Debt Weighted Average Yields, 1980 — 2010 30-Year Average Yield Weighted Average Treasury Yields (%) 0% . T T T T T T T T T T 1980 1983 1986 1989 19...

Drill Down on USA Inc. Periodic Large One-Time Charges
document IMAGES-006-HOUSE_OVERSIGHT_020930.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Drill Down on USA Inc. Periodic Large One-Time Charges Rising Debt Periodic Large Level & Interest One-Time Payments Charges Entitlement Spending Note: *denotes F2010 net income / net loss of respective programs, data per White House OMB. 1) Medicare and Social Security net l...

Fwd: 'Atlas Shrugged': From Fiction to Fact in 52 Years
email TEXT-001-HOUSE_OVERSIGHT_030235.txt Jul 16, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…': From Fiction to Fact in 52 Years By STEPHEN MOORE Some years ago when I worked at the libertarian Cato Institute, we used to label any new hire who had not yet read "Atlas Shrugged" a "virgin." Being conversant in Ayn Rand's classic novel about the economic carnage caused by b...

Global Cross Asset Strategy – Year Ahead
document TEXT-001-HOUSE_OVERSIGHT_014432.txt Nov 30, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…November 2016 Corrected Key takeaways • Market response to Trump is logical but moves have been frontloaded. We now see USD & rates only modestly higher next year. • We see higher growth and inflation, notably in Japan. We go long NKY, stay long EM AXJ & selective yield in equity...

Drilldown on USA Inc. Financials
document IMAGES-006-HOUSE_OVERSIGHT_020849.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Drilldown on USA Inc. Financials... e To analysts looking at USA Inc. as a public corporation, the financials are challenged - Excluding Medicare / Medicaid spending and one-time charges, USA Inc. has supported a 4% average net margin’ over 15 years, but cash flow is deep in th...

From: jeffrey E. [[email protected]]
email IMAGES-012-HOUSE_OVERSIGHT_032908.txt Nov 10, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…Nov 10, 2016 at 11:10 PM, Thomas Jr., Landon > wrote: who is treasury secretary? Is Mnuchin a done deal? Seems too obvious. On Thu, Nov 10, 2016 at 4:58 PM, jeffrey E. <[email protected]> wrote: long dow , short yen euro and pound. long reits, On Thu, Nov 10, 2016 at 10:57...