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any other pursuing vehicle would be in no shape to follow for very long. But we
document IMAGES-009-HOUSE_OVERSIGHT_027991.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

any other pursuing vehicle would be in no shape to follow for very long. But we still had to avoid trouble on our way back out. I knew it would be a risk to go back to the Coral Beach, so we took the shortest route to the sea, straight out to the Corniche, the city’s main avenue...

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...

From: Edward Epstein
email TEXT-001-HOUSE_OVERSIGHT_025548.txt Aug 18, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…top-level intelligence officer still active in the Kremlin." Sources A and B provided information supposedly exposing a long-time Russian FSB operation to get compromising information that could be used to control Trump. The idea that two Russian intelligence sources would reveal...

Re: Edmond de Rothschild Infrastructure Expertise
email TEXT-001-HOUSE_OVERSIGHT_026069.txt Feb 8, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…e have developed deep expertise in the infrastructure sector and sought secure, well-managed assets, generating stable, long-term returns for investors. We have done so by initiating and backing two experienced and highly-respected managers in the industry, TIIC and BRIDGE. TIIC...

the ability to represent all stockholders without a conflict of interest
document IMAGES-007-HOUSE_OVERSIGHT_024314.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…e essential to our Board’s ability to exercise its oversight function for Carvana and its stockholders and to guide the long-term sustainable, dependable performance of our business. Subject to any earlier resignation or removal in accordance with the terms of our certificate an...