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Summary of Open Trades (19-Jun-17)
document IMAGES-003-HOUSE_OVERSIGHT_014992.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ve EM equity puts on near-record performance gap to commodities Monetise low vol & high implied correl to position for greater sector dispersion in EU: long basket call, short worst-of call Own inexpensive NKY hedges into FOMC; Term structure is too steep is under-pricing risks...

the lead-up to Iraq's invasion in 1990
document IMAGES-010-HOUSE_OVERSIGHT_029808.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…uld provoke Saddam Hussein. The incentives for Gulf states to make similar strategic calculations in the future will be greater when Iran has an inventory of nuclear weapons to match its growing ballistic missile capabilities. The Gulf states, moreover, will likely reason that t...

assume $4.7/share in value for the core business based Verizon's pending acquisition
document IMAGES-003-HOUSE_OVERSIGHT_014945.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…rket share losses, challenges in establishing successful new content given employee departures, and player churn due to greater competition given low barriers to entry. Upside risks are successful new title releases that accelerate growth, or potential acquisition of Zynga for it...

seemed to defeat the purpose of going into politics in the first place
document IMAGES-001-HOUSE_OVERSIGHT_011766.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…alition, the other parties, if they wanted to be in government, would have to deal with him on his terms. So, to a much greater extent than before, would potential internal rivals. As we talked, I was struck that Shimon seemed resigned to the election defeat, relaxed, more at ea...

ML) Kegiang Index (Left Hand Side)
document IMAGES-001-HOUSE_OVERSIGHT_012086.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…a’s actual GDP growth (measured on a year-over-year basis rather than on an annualized sequential change) may have been greater than the reported 6.9% in the first quarter of 2017. This could be rationalized by the conjecture that the actual growth in early 2016 may have been low...

The Promise of Governance
document IMAGES-001-HOUSE_OVERSIGHT_012092.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ndent directors must not be related to management while acting as fiduciaries.® This resonated with the impetus towards greater board independence to mitigate the role of corporate insiders and create new independent auditing structures within Korean corporations. In 2012, the K...

All beha vior is instructive. That is, we teach others how to treat us. The game of guilt, along wit
document IMAGES-008-HOUSE_OVERSIGHT_025034.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…uccessful battle, essentially says that the physical fight was the “lesser Jihad” and it is time to then attend to the “greater Jihad €”- that internal battle against our own internal appetites, lusts, wrong thinking and so forth. While that Hadith has been falsely utilized to sa...

are two types of bureaucracies: (1) general-purpose bureaucracies, and (2) specialized
document IMAGES-006-HOUSE_OVERSIGHT_020597.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ting to the CCP’s pre-1949 rise to power. The main tasks and objectives of the CCP’s United Front activities outside of Greater China are laid out in Article 31 of the CCP Guidelines on United Front Work (PHRF RAKE IF Kb) issued in 2015—they target almost exclusively the Chinese...

There’s yet another level, and probably one day it will have a more interesting
document IMAGES-004-HOUSE_OVERSIGHT_016993.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… rise of literacy gave us bureaucracy, for example, which had already existed but dramatically accelerated, giving us a greater depth of governmental systems, for better or worse. How does the coding world relate to the cultural world? Take high school education. If we have comp...

An analysis of the CVRA’s application before prosecutors have filed
document IMAGES-002-HOUSE_OVERSIGHT_014049.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…riminal investigation, for example—just as much as she needs to know what is happening in court. Indeed, she may have a greater need to know, as she may be concerned that the criminal who harmed her is still on the loose, posing a danger to her. Similarly, concerning the second...

The daily discussion among senior staffers, those still there and those now gone—all of
document IMAGES-005-HOUSE_OVERSIGHT_020115.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… —“Kushner,” he pronounced, was “insubordinate.” Cohn’s derisive contempt for Kushner as well as the president was even greater. In return, the president heaped more abuse on Cohn—the former president of Goldman Sachs was now a “complete idiot, dumber than dumb.” In fact, the pre...

Flynn declared that he had had no such conversations, absolutely no conversation, he
document IMAGES-005-HOUSE_OVERSIGHT_019964.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…een kept out of the loop. But the president was undisturbed—or, in one version, “aggressively defensive’—and, while the greater White House looked on askance, Trump chose to take Flynn with him to Mar-a- Lago for his scheduled weekend with Shinzo Abe, the Japanese prime minister....

intervened with hotels where activities involving Taiwan (such as trade shows) flew
document IMAGES-006-HOUSE_OVERSIGHT_020622.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…tire previous decade. The main targets have been successful technology companies. The blitz has subsided in the wake of greater political scrutiny beginning in 2017 and German efforts, along with those of the United Kingdom and France, to limit China’s ability to buy, borrow, or...

teaching at the National University of Singapore’s Lee Kuan Yew School of Public Policy
document IMAGES-006-HOUSE_OVERSIGHT_020636.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ax governance standards in other ASEAN member states and their lower level of development. Economic inducements and the greater dependence of these countries on Chinese investment, under the general rubric of the Belt and Road Initiative, seem to play a more prominent role. A co...

between lower-level physical or
document IMAGES-006-HOUSE_OVERSIGHT_021299.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ort for emotional and cognitive operations as well. It has long been recognized that cognitively demanding tasks elicit greater autonomic activation than is needed to meet the metabolic demands of the tasks. Moreover, ascending neural signals to the brain from visceral organs suc...