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small-government, home-schooling, antiliberal, gold-standard, pro-death-penalty, anti
document IMAGES-005-HOUSE_OVERSIGHT_019928.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

small-government, home-schooling, antiliberal, gold-standard, pro-death-penalty, anti- Muslim, pro-Christian, monetarist, anti-civil-rights political movement in the United States. Bob Mercer is an ultimate quant, an engineer who designs investment algorithms and became a co-CEO...

Bitcoin’s Historical Risk Premium is Unexplainable Division
document IMAGES-008-HOUSE_OVERSIGHT_025681.txt Oct 28, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

Bitcoin’s Historical Risk Premium is Unexplainable Division Investment Management 1. Bitcoin Factor Exposures and Unexplained Premium 2. Tactical Hedge Funds’ Factor Exposures and Unexplained Premium 20.0% 15.0% Annual Risk Premium w wow 6 z | Annual Risk Premium BS Equity...

quite materialized yet (although the
document IMAGES-008-HOUSE_OVERSIGHT_025078.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

quite materialized yet (although the developers have a slight head start: between 200 and 300 call center-type jobs currently based in Ramallah are scheduled to move into Rawabi when the first phase of construction is complete). If the political or security situation seriously de...

Keating says: "China must shift the basis of growth from net exports and investment to
document IMAGES-010-HOUSE_OVERSIGHT_029677.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Keating says: "China must shift the basis of growth from net exports and investment to domestic consumption. Will they achieve this? Probably. Will there be strains along the way? There have to be." Unlike many Australian leaders, Keating is a Europhile. "I think the European pr...

Robert Lawrence Kuhn
document IMAGES-007-HOUSE_OVERSIGHT_023666.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Robert Lawrence Kuhn Dr. Robert Lawrence Kuhn is a public intellectual, international corporate strategist and investment banker, and a renowned expert on China. He is a commentator on the BBC, CNN, CGTN, CCTV, CNBC, Fox Business, Bloomberg, and other media; senior political/eco...

Recommended tactical asset allocation
document IMAGES-008-HOUSE_OVERSIGHT_025252.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Recommended tactical asset allocation Tactical asset allocation deviations from benchmark* Currency allocation underweight neutral overweight underweight neutral overweight TooToo ToT Cash USD | Equities total oi EUR US Eurozone | GBP g UK | JPY a = Japan | u P CHF Switzerland |...

ClO WM Global Investment Office
document IMAGES-008-HOUSE_OVERSIGHT_025247.txt Oct 25, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

2 UBS ClO WM Global Investment Office El ClO monthly video www.ubs.com/cio-video For smartphone users: scan the code with an app like "scan" 7 UBS CIO Monthly Extended November 2012 Published This report has been prepared by UBS AG. Please see important disclaimers and di...

savings account, and more likely to bet the farm on a bad investment
document IMAGES-010-HOUSE_OVERSIGHT_030284.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

17 savings account, and more likely to bet the farm on a bad investment. But the bias also protects and inspires us: it keeps us moving forward rather than to the nearest high-rise ledge. Without optimism, our ancestors might never have ventured far from their tribes and we migh...

For the last several decades the healthcare venture capital industry has been the predominant
document IMAGES-007-HOUSE_OVERSIGHT_024040.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

CONTRACTION IN HEALTHCARE VENTURE CAPITAL INDUSTRY & CAPITAL MARKET DYNAMICS MORE BROADLY CREATE OPPORTUNITY IN DEVELOPMENT STAGE AND EARLY COMMERCIAL STAGE COMPANIES For the last several decades the healthcare venture capital industry has been the predominant source of early an...

Under our base case, which assumes a rebound in oil prices towards $70 from 2020, we
document IMAGES-003-HOUSE_OVERSIGHT_014881.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Under our base case, which assumes a rebound in oil prices towards $70 from 2020, we see fair value as reasonably around $80 per share. If non-producing asset value is included {around $3bn or ~$9/sh), we estimate this would be closer to $90. Table 3: At our base case, we see fa...

Bitcoin’s Recent Performance is Suggestive of Bubble Territory Division
document IMAGES-008-HOUSE_OVERSIGHT_025682.txt Oct 28, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

Investment Management Bitcoin’s Recent Performance is Suggestive of Bubble Territory Division Bitcoin Performance in the Context of ISG Bubble Indicator 100% 5 80% | 60% - 40% | 20% | = A bubble-detection test that measures explosive price behavior based on the S&P 500’s...