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Laffer Associates Game On [Updated 7/6/2016]
document IMAGES-008-HOUSE_OVERSIGHT_025300.txt Jul 6, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Laffer Associates Game On [Updated 7/6/2016] And, of course, without a housing recovery, there can’t be prosperity, and, as shown in Figure 3 below, there is very little prospect for a housing recovery anytime soon. Figure 3 New Home Sales per 1,000 Adults (monthly, single-fami...

Entitlement Spending: Expenses Up 169%
document IMAGES-006-HOUSE_OVERSIGHT_020879.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Entitlement Spending: Expenses Up 169% Over Past 15 Years, While Dedicated Funding Up Only 70%** F1995 F2000 F2005 F2006 F2007 F2008 F2009 F2010 Entitlement Revenue ($B) $484 $653 $794 $838 $870 $900 $891 $865 Y/Y Growth - 7% 8% 6% 4% 4% -1% -3% Social Security $351 $481 $577 $...

America’s nation-building exercise of the past twenty years was
document IMAGES-011-HOUSE_OVERSIGHT_031723.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

America’s nation-building exercise of the past twenty years was founded on self-contradictions that have tarnished US foreign credibility. The geopolitical framework for that policy has been “embrace and abandon,” a formula that has caused frustration, confusion and concern to Am...

Readers of our previous Outlook publications may recall that this page typically
document IMAGES-003-HOUSE_OVERSIGHT_014534.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

2017 OUTLOOK Dear Clients, Readers of our previous Outlook publications may recall that this page typically summarizes the key themes of our economic and financial market prospects for the coming year. However, for 2017 we decided that a brief overview would not suffice, given...

Eye on the Market, July 25, 2011
email TEXT-001-HOUSE_OVERSIGHT_025215.txt Jul 25, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: [email protected] To: Undisclosed recipients:; Subject: Eye on the Market, July 25, 2011 Sent: 7/25/2011 4:33:45 PM Attachments: 07-25-11 - EOTM - White Castle.pdf Eye on the Market, July 25, 2011 (the attached PDF document is much easier to read) Topics: US debt ceili...

Citigroup Inc. (C)
document IMAGES-002-HOUSE_OVERSIGHT_014380.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Citigroup Inc. (C) We use a three-factor valuation framework (P/E, P/TBV, DCF} to arrive at our $60 PO, assigning a 0.9x multiple to 2017E TBV and 11x multiple on '17E blended NA and EM earnings. We have weighted the P/E and P/TBV factors equally at 40%, and our DCF analysis by...

ane Group (CG), C-2-8, Neutral
document IMAGES-002-HOUSE_OVERSIGHT_014357.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

ane Group (CG), C-2-8, Neutral Glenn Youngkin, President and Chief Operating Officer, presented for CG. Overall, Mr. Youngkin is positive on the economic/market backdrop and on CG’s ability to generate cash carry relatively consistently over time given the firm’s diversity of fun...

likely. Mr. Gray also thinks that concerns over the commercial real estate market
document IMAGES-002-HOUSE_OVERSIGHT_014356.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

likely. Mr. Gray also thinks that concerns over the commercial real estate market may be overdone. e | When asked “What would get you more interested in investing in BX stock?” the most common response was a market pullback (30%), followed by comfort on the direction of the real...

Foreign exchange overview
document IMAGES-008-HOUSE_OVERSIGHT_025277.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Foreign exchange overview Foreign exchange - Key points ¢ The ECB's announcement of Outright Monetary Transactions (OMT) has reduced tail risk in the Eurozone considerably, while the Federal Reserve announcing a new round of potentially unlimited asset purchases at their Septem...

Fareed Zakaria: Trump sells America short
email IMAGES-010-HOUSE_OVERSIGHT_029849.txt Sep 17, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Sultan Bin Sulayern Sent: 9/18/2015 5:26:12 AM To: Jeffrey Epstein [[email protected]] Subject: Fareed Zakaria: Trump sells America short Importance: — High Fareed Zakaria: Trump sells America short Dear Donald Trump: China, Japan and Mexico are not “killing us” By...

make investments and provide economic opportunities for the
document IMAGES-007-HOUSE_OVERSIGHT_023509.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

23 make investments and provide economic opportunities for the region’s youth, while technology companies interested in new markets could partner with anticorruption groups to aid political mobilization and increase government accountability and transparency. Hollywood and Bolly...

Focus on Revenues —
document IMAGES-006-HOUSE_OVERSIGHT_021019.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Focus on Revenues — Drive Sustainable Economic Growth + Change Tax Policies Focus on Revenues Invest in Technology / Infrastructure / Education Drive Sustainable Economic Increase / Improve Employment SL Improve Competitiveness Consider Review Tax Rates Changing MEE Reduce Su...

Regulatory Changes
document IMAGES-007-HOUSE_OVERSIGHT_024082.txt Jun 22, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

Regulatory Changes On June 22, 2011, to implement provisions of Title IV of the Dodd-Frank Wall Street Reform and Consumer Protection Act, the U.S. Securities and Exchange Commission (the “SEC”) adopted final rules implementing new exemptions from the registration requirements o...