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Financials trade for Monday
email IMAGES-002-HOUSE_OVERSIGHT_014313.txt Nov 11, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

… if somewhat offset by higher rates). It does remain to be seen exactly how much of this expected policy actually gets done, but at the moment, investors are willing to take a certain amount of growth on faith. So those are positives for financials before we even discuss regulat...

SPX put contingent on higher rates
email TEXT-001-HOUSE_OVERSIGHT_014310.txt Nov 15, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ave shown less conviction over what a Trump win means (given strong sector rotation), the bond market has sold off with one of the largest moves in history [Chart 2 & 3] • Stabilizing rates volatility from here is key to markets remaining calm and while equity upside may continue...

Code Enforcement Board Meeting Minutes 04/17/08
document IMAGES-004-HOUSE_OVERSIGHT_016612.txt Apr 24, 2008 House Oversight Committee — Epstein Estate Records (Nov 2025)

…had been found in non- compliance at the last hearing, assessed administrative costs in the amount of $150.00 and given one (1) day to comply. Compliance has not been achieved so the Town recommends a $250.00 a day fine. He said he has met with the Chief Financial Officer of the...

European Equity Strategy
document TEXT-001-HOUSE_OVERSIGHT_014460.txt Dec 1, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…of all colours at the start of the year with many thinking that some of the big players might even go bust. If there is one key conclusion from all of this it is do not tie yourself to a view. We 4 European Equity Strategy | 01 December 2016 were underweight at the start of the y...

Of the Counterculture
document IMAGES-008-HOUSE_OVERSIGHT_025328.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…adical left. As a self-described “midwife at the birth of the counterculture,” Mr. Fass, in his time behind the microphone, has borne witness to some unusual episodes. The second night his show aired, a listener set the tone by de- livering marijuana to the station. There was t...

Supply-Side Investment Research
document TEXT-001-HOUSE_OVERSIGHT_025296.txt May 19, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ited States after having won an easy victory over Hillary Clinton in November 2016. The reasons: I.) II.) III.) Section one shows that the essential characteristics of the narrative for the Trump campaign and the Reagan campaign of 1980 are surprisingly similar, which would point...

n?eSesaz 1980 1984 1988 1992 1996 2000 2004 2008 2012 2016
document IMAGES-002-HOUSE_OVERSIGHT_014311.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…Global Research Amanda Ens Director Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated One Bryant Park, 5th Floor, New York, NY 10036 The power of global connections™ Bankof America Merrill Lynch This message, and any attachments, is for the in...

Buy hedges for May expiry
email TEXT-001-HOUSE_OVERSIGHT_014717.txt Mar 16, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…pread costs 1.7% (6:1 gross max payout) David Woo takeaways • #1 focus these days is tax reform - if they don't get it done by Jan 2018, it won't happen at all, and then Republicans would be out of a job when midterm elections come • ACA has to be completed first — and it was a m...

For more than a decade, David Blaine has been attracting
document IMAGES-004-HOUSE_OVERSIGHT_017531.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… 36 hours without a safety net, survived inside a transparent box in London on nothing but water for 44 days, and spent one week submerged in a sphere-shaped aquarium at Lincoln Center, at the end of which he attempted to break the world record for breath holding. A year later, h...

Fwd: 2016 Election: Tax Changes Expected
email TEXT-001-HOUSE_OVERSIGHT_014516.txt Dec 15, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

… a research report Amanda Ens Director Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated One Bryant Park, 5th Floor, New York, NY 10036 HOUSE OVERSIGHT 014516 The power of global connectionsTm HOUSE OVERSIGHT 014517

Financials: buy XLF call spreads
email IMAGES-001-HOUSE_OVERSIGHT_012045.txt Nov 22, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated One Bryant Park | 5th Floor | New York, NY 10036 ho i Fl From: Ens, Amanda Sent: Tuesday, November 22, 2016 2:15 PM To: ‘jeffrey E.'; Rich Kahn Subject: Financials: buy XLF call spreads Underwei...

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

…ia in the market. With real yields at -30bp, the fixed income market is pricing in pessimism on Trump (and as I’ve mentioned, our colleagues in fixed income/FX and their clients have been quite a bit more bearish than those in equities.) ° Believes there is fear of stagflation i...

Financials: buy XLF call spreads
email IMAGES-001-HOUSE_OVERSIGHT_011281.txt Nov 22, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…anda Ens Director | Global Equities Bank of America Merrill Lynch Merrill Lynch, Pierce, Fenner & Smith Incorporated One Bryant Park | 5th Floor | New York, NY 10036 Phone: Mobil: iii From: Ens, Amanda Sent: Tuesday, November 22, 2016 2:15 PM To: ‘jeffrey E.'; Rich Kahn Su...