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* Asset Allocation –– The Growth Gap Between East And West Is Widening
document * Asset allocation –– The growth gap between East and West is widening House Oversight Committee — Epstein Estate Records (Nov 2025)

and has allowed us to join the Obama Pivot towards Asia. We stay long Japan and EM Asia in equities on stronger signs of an economic rebound in the East

Our View For 2012 Was That Economic And Equity Market Conditions In The Us And Asia Ex Japan Would Be Better Than In Europe. So Far
document Our view for 2012 was that economic and equity market conditions in the US and Asia ex-Japan would be better than in Europe. So far House Oversight Committee — Epstein Estate Records (Nov 2025)

…n in particular is in difficult shape (see page 5); its banks and government may have to borrow 1.5 trillion Euros over the next 12 months while in recession. Both the ECB and EU will need to keep the spigot open to prevent Spain from becoming a bigger problem. This week

been to show the Soviets that the United States meant business, testing
document IMAGES-010-HOUSE_OVERSIGHT_028668.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

been to show the Soviets that the United States meant business, testing nearly twice a month throughout the entire Cold War would have been overkill. In fact, Operation Sandstone -- a series of three tests at Enewetak Atoll in 1948 -- was not intended to warn off the Soviets as t...

The most influential global bond index is believed to be the Citibank World Government
document IMAGES-003-HOUSE_OVERSIGHT_014765.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

The most influential global bond index is believed to be the Citibank World Government Bond Index (Citi WGBI), which is used as the benchmark for more than $2tn of AUM. The most influential EM bond index is the JPM Government Bond Index — Emerging markets Global/Diversified (JPM...

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

…ed across our client base) is back from meetings in DC with senior policymakers. Bottom line: sees market pullback over the next 6-8 weeks on near term policy disappointment and recommends buying protection such as S&P puts — very cheap and market is priced for perfection right n...

RE: Re
email TEXT-002-HOUSE_OVERSIGHT_032391.txt Dec 15, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

… can you belive MBS sent me a TENT carpets and all. On Thu, Dec 15, 2016 at 10:54 AM, Pritzker, Tom wrote: I'm stuck in the cold! Five degrees. Aspen next week to warm up. Tilerson is a good move for Trump. Have gotten to know him at CSIS, he's the real deal. tjp From: jeffrey E....

I was confident of finally answering that question at the summit. Camp David
document IMAGES-001-HOUSE_OVERSIGHT_011819.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

/ BARAK / 62 I was confident of finally answering that question at the summit. Camp David was different from Shepherdstown. No reporters would be there. Mobile phones were banned. Each delegation had one landline. We’d also be operating under a time constraint. President Clinton...

e High quality dividend yields (sourced from existing European ®
document IMAGES-007-HOUSE_OVERSIGHT_024141.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Preferred themes e High quality dividend yields (sourced from existing European ® and UK equities) High quality companies with geographically diversified business models that pay sustainable dividends offer an attractive income stream in a low yield world. Historically, dividend...

Reagan's second-term innovations on
document IMAGES-010-HOUSE_OVERSIGHT_029824.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ions on currency and monetary affairs, trade, debt and development. Reagan advanced a new international system to match the revival of capitalism after the oil shocks and stagflation of the 1970s. America's success in the 1980s contributed both to the end of the Cold War, by pers...

Reference portfolio
document IMAGES-007-HOUSE_OVERSIGHT_024140.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…Cséi<‘i;*;é‘CSé@Y!COC;*d?#SC*CO*éirCSCS”~*dY US GBP Eurozone — PY g UK = 2 CHF nr Japan Switzerland = SEK EM imal NOK Other | CAD ee = — Bonds total _— Governmentbordc kla_=_—_____LLLVCVVS dhl lt” Government bonds 3 | AND 5 Corporate bonds (IG) a i j a High yield bonds mnew old...

Consequences of Inaction — Investor Perspective
document IMAGES-006-HOUSE_OVERSIGHT_021049.txt Jul 2, 2009 House Oversight Committee — Epstein Estate Records (Nov 2025)

…als because growth, inflation, and Fed purchases matter more, and because income statements and balance sheets of many other developed countries (Such as Greece / Spain / Portugal / Ireland) are worse. e Long Term, Consequences of Inaction Could Be Severe If USA Inc.’s “manager...

Andrew McMenigall, 47. A senior global equities manager at
document IMAGES-002-HOUSE_OVERSIGHT_013290.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…s suffered from a traffic accident while taking part in a charity bicycle ride across Britain. Douglas Engelbart, 88. The U.S. electrical engineer who invented the computer mouse, the design of which was described in a patent filed in 1967 and granted in 1970. Died July 2 of ki...