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But The Administration’s Record Of Failure Is Equally As Long. It Has Not Seriously Tackled Our Deficit And Debt Problem
document But the administration’s record of failure is equally as long. It has not seriously tackled our deficit and debt problem House Oversight Committee — Epstein Estate Records (Nov 2025)

the single greatest threat to long-term U.S. power and influence. It is now mishandling relations with the Gulf Arab monarchs and made a mess of the Middle East peace process. It has allowed the U.S.-Turkey relationship to reach historic lows

Chart 3: EM debt and equity have been hit Chart 4: While Banks versus Staples has gone ballistic
document IMAGES-002-HOUSE_OVERSIGHT_014436.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…e equally big, while in equity markets the outperformance of the Russell, the surge in the US banks and the sell-off in long duration equities has been remarkable. Some of these moves, such as stronger USD, higher yields, banks vs staples were extensions of moves that had alread...

2. From a panel discussion last week
document IMAGES-003-HOUSE_OVERSIGHT_014719.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…, and the loss of national identity. For the year ahead, we recommend being bearish 5y US rates (seeing higher yields), long USDJPY (weaker JPY) and short a basket of EM LatAm long bonds (Mexico, Brazil and Colombia). But in the near term, we urge caution with the reflation trade...

water. Next generation theory is not contradicted because it describes cash flows
document IMAGES-001-HOUSE_OVERSIGHT_011084.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…dividend yield rate over the period can be estimated from the same source at about 2.9%. Jeremy Siegel’s Stocks for the Long Run (2002), Table 1-2, reports data extending back to 1802. Real return over the period 1802 - 2001 is shown as averaging 3.5% for long-term governments, a...

Why had I worried? I knew my parents had striven to give me an independent, rational
document IMAGES-004-HOUSE_OVERSIGHT_018457.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…me with all the worst things I thought of myself -- but instead, he trusted me to do my best. When I called my mother (long separated from my dad), too many of my flatmates were around for a private conversation indoors. I banished myself into a warm summer storm, cradling my ce...