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Fwd: Search for next FBI director moves ahead quickly
email TEXT-001-HOUSE_OVERSIGHT_025643.txt May 15, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

… Trump and Russia. Reuters Graham (Justin Sullivan/Getty Images) 9th Circuit to weigh revised travel ban Reuters (5/15) Price predicts Senate AHCA vote before Aug. The Hill (5/12) Senate to look at mechanisms for infrastructure funding Bloomberg BNA (free DATA POINTS Consumer ret...

RE: Financials: buy XLF call spreads
email TEXT-001-HOUSE_OVERSIGHT_011280.txt Dec 9, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

… defend valuation on '18ests with potential upside to 2018 [PS from —25-40% and stocks still cheap vs. discretionary. • Price action and sentiment keeps us constructive, we like the long and would expect US financials to benefit from any beta chase into year end. • How to play it...

Attachments
email TEXT-001-HOUSE_OVERSIGHT_027056.txt May 7, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…t or not! — as on that dinner will be president of Austria, Clinton etc) for two tickets — for you and your guest for a price that you do not need to buy a table (as they do not sell individual seats). Guy below is a good friend and he is a CEO of amFAR (amFAR has a joined dinner...

Re: Search for next FBI director moves ahead quickly
email TEXT-001-HOUSE_OVERSIGHT_025655.txt May 15, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…estigate potential connections between Trump and Russia. Reuters 9th Circuit to weigh revised travel ban Reuters (5/15) Price predicts Senate AHCA vote before Aug. The Hill (5/12) Senate to look at mechanisms for infrastructure funding Bloomberg BNA (free content) (5/12) DATA POI...

J.P. Morgan Eye on the Market 2/27/2012: Dire Straits
email TEXT-001-HOUSE_OVERSIGHT_031146.txt Feb 27, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…’s press release from the House Minority Leader] Topics: oil markets and Iran Most of this week’s note deals with oil prices and Iran, but I did want to point out a trend that is illustrative of how things are going globally. One of the strongest aspects of the US recovery has...

Sunday, May14,2017 CHINADAILY
document IMAGES-007-HOUSE_OVERSIGHT_023570.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…y because of China. South American nations are rich in minerals, energy and food, which China started buying at growing prices and in ever increasing volumes. China is the main purchaser and price driver for commodities; whether it is copper from Chile, soybeans from Argentina or...

Wonder", "artistId":"302434856", "genres": [{"genreId":"4007", "name":"Reality
document IMAGES-011-HOUSE_OVERSIGHT_031968.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…uy", "medium": "Buy", "Long": "Buy Season", "downloaded": "Downloaded", "downloading": "Downloading"}, "type": "buy", "priceForma tted™:"S9.99", "price":9.99, "buyParams": "productType=P\u0026price=9990\u0026salableAdamI d=1350762947\u0026pricingParameters=STDQ\u0026pg=default"}...

Downside risks are: 1) integration risk from smartwatches and other wearables
document IMAGES-003-HOUSE_OVERSIGHT_014941.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…from competitors out-innovating, and 4) execution risk on channel build and inventory management. GoPro (GPRO) Our $8 price objective is based on 10x our 2018E EBITDA, in line with the peer average of 10x, which we believe is appropriate given its slightly higher growth and pot...

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025568.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…hat we believe the street is using. To be conservative, we use 15x as a starting point for what we believe is currently priced in. We then take the current share price and subtract out the value of the FRE, net accrued carry performance fees and the balance sheet and we are left...

Global Asset Allocation
document TEXT-001-HOUSE_OVERSIGHT_026572.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…tion 09 November 2012 The J.P. Morgan View Do US elections change anything? � Asset allocation –– The equity market has priced out the Romney win scenario, but from these levels, our economic and market outlook and risks are unchanged. These keep us medium-term overweight equitie...

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025569.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… go and where the stocks can trade over the near term if the alts convert. Our upside scenario implies an average share price increase of 13% across the group. e First we fully tax effect the performance fee earnings. Under a C-corp structure these would not get the pass- throu...

are factored into share prices because they are realities that would be valued as
document IMAGES-001-HOUSE_OVERSIGHT_011011.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

are factored into share prices because they are realities that would be valued as such by bidders for the assets themselves. It is a mistake, | think, to suppose that shares prices would be less volatile if more descriptive of real value underneath. The existence of trends sugges...

Season", "downloaded": "Downloaded", "downloading": "Downloading"}, "type": "buy", "priceForma
document IMAGES-011-HOUSE_OVERSIGHT_031969.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Season", "downloaded": "Downloaded", "downloading": "Downloading"}, "type": "buy", "priceForma tted™:"S9.99", "price":9.99, "buyParams": "productType=P\u0026price=9990\u0026salableAdamI d=1380483381\u0026pricingParameters=HDBUY\u0026pg=default", "variant™:"HD"}]},"%140352931 6":...

Attachments
email TEXT-001-HOUSE_OVERSIGHT_027053.txt May 7, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…t or not! — as on that dinner will be president of Austria, Clinton etc) for two tickets — for you and your guest for a price that you do not need to buy a table (as they do not sell individual seats). Guy below is a good friend and he is a CEO of amFAR (amFAR has a joined dinner...

Global Equity Volatility Insights Bankof America
document IMAGES-007-HOUSE_OVERSIGHT_023575.txt Jun 6, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

… relative performance, and inflows invoke echoes of the late ‘90s. However, rising Tech vol alongside rising Tech stock prices — a classic sign of an asset bubble — has yet to materialize, suggesting still early stages of bubble formation. Derivatives can be a key tool for tradin...