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states will worry that the United States
document IMAGES-010-HOUSE_OVERSIGHT_029724.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…that the United States would be deterred from coming to their defense in future regional crises by Iran's nuclear weapons. Saudi Arabia and other Arab states are likely to see nuclear weapons as a quick fix for all of their security woes. Although they have been on a shopping sp...

numbers of Israelis, and ultimately the government, had ensured a truly
document IMAGES-001-HOUSE_OVERSIGHT_011679.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…lves stuck on the winding roads of central Lebanon, running low on gasoline, vulnerable to relatively small ambush squads. In some instances, a dozen Palestinian fighters or Syrian commandos had halted the best-armed, best-trained, tank forces in the Middle East for hours on end....

its terror attack on a Pan American airliner in the late 1980s. Or, as in South
document IMAGES-001-HOUSE_OVERSIGHT_011889.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

/ BARAK / 132 its terror attack on a Pan American airliner in the late 1980s. Or, as in South Africa, that a change in nuclear policy might come from a change in régime in Tehran. Yet realistically, we couldn’t count on either. And there was no doubt in our minds that a nuclear...

e Uneven tariff rates and the banning of some US goods
document IMAGES-009-HOUSE_OVERSIGHT_026916.txt Oct 12, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

e Uneven tariff rates and the banning of some US goods e Intellectual property theft e Forced technology transfer e Strategic US technology acquisitions e Outright cyber theft e Foreign ownership restrictions Recent headlines that the trade war may be escalating to a cold wa...

The outlook for macro policy and for the geopolitical
document IMAGES-009-HOUSE_OVERSIGHT_026686.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ks (with assets in excess of US$12 trillion) we identified a number of critical themes that shaped interview responses. Unsurprisingly, we noted that the outlook for macro policy and the potential for further geopolitical shocks dominated discussions. - Sovereigns see the e...

ATTORNEY-CLIENT PRIVILEGE
email IMAGES-012-HOUSE_OVERSIGHT_033589.txt Mar 18, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…> A few things to think about: If the Patterson book is being published in August, that presents some time frame issues. You would not be able to do a competing book or documentary before then. This is not to say that they shouldn't be pursued. In a sense, better that they know...

the Middle East's Islamists, and specifically
document IMAGES-008-HOUSE_OVERSIGHT_025088.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…oha. He noted the presence of a large American airbase in Qatar, and the country's close relations with the United States. In the Palestinian territories, as in the broader region, the Qataris are supporting secular and religious forces in a way that will maximize their influenc...

this is a call to greater international policy activism, rather than retrenchment in response to
document IMAGES-009-HOUSE_OVERSIGHT_026862.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…eign affairs is the internal demand of advancing modernisation in the state governance system and governance capabilities.” It will be recalled from above that “party- building” within the country’s foreign policy institutions will be a core part of that. On personnel, Xi Jinpin...

meant that Turkey, controlling the Bosporus, had to be kept in the
document IMAGES-011-HOUSE_OVERSIGHT_031873.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…n the American bloc. Syria and Iraq shifted policies in the late 1950s and by the mid-1960s had been armed by the Soviets. This made Turkey's position precarious: If the Soviets pressed from the north while Syria and Iraq pressed from the south, the outcome would be uncertain, to...

Emerging market bonds
document IMAGES-008-HOUSE_OVERSIGHT_025275.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…pread target (6-month): 275bps/290bps ¢ Current spread levels of EM sovereign bonds are roughly in line with fundamentals. We think valuations of EM corporate bonds are more attractive than valuations of EM sovereign bonds. Additionally, the gradual recovery in EM we expect over...

S&P 500 (24 Oct): 1,409 (last publication: 1,433)
document IMAGES-008-HOUSE_OVERSIGHT_025261.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…View S&P 500 (6-month target): 1,460 ¢ We keep our preference for US equities relative to other developed equity markets. Earnings continued to hold up better than in other regions during the recent economic slowdown. Continued economic growth should allow companies to show mid...

Source Entry: H\Macintosh HD\root\Users\jee\Library\Messages\Archive\2017-02-23\III
document TEXT-001-HOUSE_OVERSIGHT_027165.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…497) Flags: 1126401 Is Read: Yes Is Invitation: No GUID: B3888E86-145A-4B94-81A1-0FE25B89CBA2 Message: https://www.forbes.com/sites/matthewherper/2017/02/19/md-anderson-benches-ibm- watson-in-setback-for-artificial-intelligence-in-medicine/#455037b23774 Sender: Time: 02/20/17 02:...

High yield corporate bonds
document IMAGES-008-HOUSE_OVERSIGHT_025274.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…nd strong investor appetite for yield assets continue to push spreads lower. US HY thus remains our preferred asset class. ¢ Despite the recent uptick in defaults, in the absence of a renewed US recession, we expect the default rate to remain stable at 3.5% until the end of the...

Re: Re
email IMAGES-008-HOUSE_OVERSIGHT_025894.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

I’m writing about the Iran deal. So far have only sent a form paragraph in response to requests. Below. Noam On Iran, as usual, I’m a gloomy contrarian. I’m glad the treaty was signed, and it’s kind of fun to watch the Republican lunatics shrieking hysterically as they try to k...

ulysses 2.0
email IMAGES-007-HOUSE_OVERSIGHT_023278.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… was being kept soley by eileen, with little or no input ,correction or advice from tom. herarely if ever asked questions. expenses ie airplane was done in house apollo. (1031 exchange blown etc) at this time as I recall you got quite annoyed, and agressive and initiated the" tal...