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well suited to a long running cable drama—need to be sacrificed not just to moral
document IMAGES-007-HOUSE_OVERSIGHT_022862.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

well suited to a long running cable drama—need to be sacrificed not just to moral certainty but to a rather preposterous fantasy of moral certainty. Anyway, I hope I get invited back to Jeffrey’s house soon. HOUSE_OVERSIGHT_022862

“T can’t say what the SVR would do today. I am long retired,” he
document IMAGES-005-HOUSE_OVERSIGHT_019750.txt Jan 14, 1980 House Oversight Committee — Epstein Estate Records (Nov 2025)

262 | HOW AMERICA LOST ITS SECRETS “T can’t say what the SVR would do today. I am long retired,” he said, with a nostalgic shake of his head. “But in my day, we needed some reason to believe the gift was genuine.” “Would you need to vet the person delivering it?” “With Hanssen...

EM Growth? TABLE 1 highlights data from the 10 largest emerging mar
document IMAGES-001-HOUSE_OVERSIGHT_012081.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ts” was coined in the 1980s, but frankly, most of these econo- mies have already “emerged.” The countries with the most long-term economic growth potential are arguably those with young, growing populations—namely, India, Indone- sia and Malaysia. However, these countries have sm...

UBS View Prefer value and large caps in Europe, mid caps in US
document IMAGES-007-HOUSE_OVERSIGHT_024156.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… and stable income stream to investors during the current low yield environment. Furthermore, they give exposure to the long term potential of equity markets while also providing some support in declining markets. 4 Positive scenario Prefer value, low quality and small caps ¢ Le...

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)

… to foreign investors,” which makes China less likely to be included by far given its accessibility to only medium- and long-term investors. Even if China is being considered, the assessment usually takes a long time. So we believe the case for China to be included into Citi WGBI...

YoY and card penetration reaching 20%. Importantly, management is utilizing online
document IMAGES-002-HOUSE_OVERSIGHT_014339.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ould likely direct these funds to product development and customer initiatives. " Asset sensitive, particularly to the long end: Regions’ executives noted its highly asset sensitive balance sheet given the more favorable rate back drop since 3Q. According to management, a 100bp...

Volatility in Europe
document IMAGES-003-HOUSE_OVERSIGHT_014980.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Volatility in Europe Buy EU banks dispersion: (+) basket call, (-) worst-of calls Trade: Long Dec17 105% call on an equally weighted basket of SAN, BNP, ING, ISP & DBK*, short Dec17 ATM worst-of call on the same basket for 1.8% indic. (correl bid: 81%). * We pick the top 5 stoc...

Their Giant Steps to a Cure
document IMAGES-003-HOUSE_OVERSIGHT_015491.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ER high school graduation in Ques- | nel, British Columbia, Ivana Topic stood at the top of the auditorium stairs, her long gown skimming ~~ the floor, her dark brown hair spilling over her shoulders. She had on ridiculously high heels. As she eased down the stairs, very slowly,...

Restructure Medicare & Medicaid: Variables in Restructuring Medicare &
document IMAGES-006-HOUSE_OVERSIGHT_020977.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…t by up to 38%?** and/or 6) Consider / Implement National Commission on Fiscal Responsibility and Reform’s medium- and long-term policy options*** Note: *Each mathematical illustration would bring Medicare Part A into long-term (75-year) actuarial balance. There is no mathemati...

Exhibit 31: US Cyclical Spending
document IMAGES-003-HOUSE_OVERSIGHT_014572.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…If anything, there is scope for spending in cyclical parts of the US economy relative to overall GDP to move toward its long-term average (see Exhibit 31). There is also less risk of disruptive Federal Reserve tightening, given how few signs we see of economic overheating. Headl...

Attachments
email TEXT-001-HOUSE_OVERSIGHT_022272.txt Mar 13, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

[email protected] Cc: Paul Morris Subject: Fw: Oil options Classification: External Communication Jeffrey - apologise if this long to execute next time we'll be much quicker. Nay Gupta Original Message----- From: Nay Gupta Sent: 03/12/2014 09:35 PM GDT To: [email protected]" <jeev...

The Suppression of Science: The Case of Jeffrey MacDonald
document IMAGES-004-HOUSE_OVERSIGHT_017282.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ruth. But history and science knows no finality. Nor should finality trump the desire for closure in a court of law, as long as a possibly innocent defendant remains convicted of a crime that science can prove he may not have committed. I had followed the Jeffrey MacDonald case...

US Utilities PE/SPX PE
document IMAGES-007-HOUSE_OVERSIGHT_024209.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…w through to earnings. Note, for example, that every $1/mmbtu improvement in natural gas prices would increase Exelon’s long-term earnings by more than 20%, whereas for pure generators such as NRG the leverage exceeds 30%. Below is a partial list of structural changes driving lo...

Appendix 1: The Team and Our Process
document IMAGES-007-HOUSE_OVERSIGHT_024221.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…as 40-60% of the portfolio’s historical gross has been allocated outside the US. e Electron Team Electron’s cohesive, long-standing team consists of 8 members, including 5 investment professionals who have worked (with Jos Shaver as Portfolio Manager) at SAC Capital and the ori...