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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

& Wealth Management
document IMAGES-009-HOUSE_OVERSIGHT_026826.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Deutsche Asset & Wealth Management Eric D.K. Melby Principal, The Scowcroft Group A founding Principal of The Scowcroft Group, Eric D. K. Melby has extensive experience in telecommunications, energy and investment support. He also advises clients on market entry and geopolitica...

That was fun , see you in 3 weeks
email TEXT-001-HOUSE_OVERSIGHT_031569.txt May 19, 2014 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: jeffrey E. [[email protected]] Sent: 5/19/2014 10:37:05 AM To: Peter Thiel Subject: That was fun , see you in 3 weeks FP Briefing non- classified 19 May, 2014 Article 1. The National Interest Which Road Will Egypt Take? Kathryn Alexeeff Article 2. Now Lebanon What S...

Fwd: Steve Bannon’s clever idea to save the GOP from brutal midterms
email IMAGES-011-HOUSE_OVERSIGHT_030876.txt Jun 2, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Sultan Bin Sulayern Sent: 6/1/2018 10:54:16 PM To: Jeffrey Epstein [[email protected]] Subject: Fwd: Steve Bannon’s clever idea to save the GOP from brutal midterms Importance: — High Sent from my iPhone Begin forwarded message: From: Fareed Zakaria GPS Date: June...

While we consider demographics as an important long-term
document IMAGES-001-HOUSE_OVERSIGHT_012082.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

CHART 1: CHINA POPULATION DISTRIBUTION 2015 100+ ; 95-99 | 90-94 it 85-89 OE 80-84 een eee 75-79 | 70-74 a 65-69 ee 60-64 ee y 9 a 2950-54 NN EE>E=—E>——E——E—E—E=—{—E:E—E<{EE 45-49 oo —_ee 40-44 Le 35-39 NN EE—E—E<;_—E=—£{T—E=E£E—EEoEo 30-34 OOE—EOO—E—E—E——Ee 25-29 _ eS ee 20-24...

sponsors. such as American Aiknes, Ray-Ban. Coca-Cola, Proctor & Gamble
document IMAGES-001-HOUSE_OVERSIGHT_011986.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

sponsors. such as American Aiknes, Ray-Ban. Coca-Cola, Proctor & Gamble. and Revion. Mr, Brunel's has continued his ventures as both a promoler and panel judge when he founded and created the international modeling contes!, Models New Generation Ihat tock place in Guayaquil. Ecu...

Re: Fw: The new iterations of Ghislaine Maxwell
email TEXT-001-HOUSE_OVERSIGHT_017590.txt Jul 4, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: jeffrey E. [[email protected]] Sent: 7/4/2017 4:53:13 PM To: Weingarten, Reid Subject: Re: Fw: The new iterations of Ghislaine Maxwell Importance: High On Tue, Jul 4, 2017 at 6:46 PM Weingarten, Reid Number? Sent from my BlackBerry 10 smartphone. From:__________________...

Then there’s Apple. The trade war combined with China’s slowing economy present a
document IMAGES-012-HOUSE_OVERSIGHT_032809.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Then there’s Apple. The trade war combined with China’s slowing economy present a significant short-term threat to the company’s profits. As we note in section 1, smartphone handset sales in China in August were reported at 32.6 million units, a decline of 20.9% year-over-year a...

on how the United States should deal with the problem. Although most members of
document IMAGES-005-HOUSE_OVERSIGHT_020470.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

11 on how the United States should deal with the problem. Although most members of Congress accepted the Ford administration’s cautious approach to China as wise, many were circumspect about the merits of China’s political, economic, social, and value systems, then experiencing...

Then there’s Apple. The trade war combined with China’s slowing economy present a
document IMAGES-012-HOUSE_OVERSIGHT_033118.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Then there’s Apple. The trade war combined with China’s slowing economy present a significant short-term threat to the company’s profits. As we note in section 1, smartphone handset sales in China in August were reported at 32.6 million units, a decline of 20.9% year-over-year a...

Thank you for reviewing this publication
document IMAGES-003-HOUSE_OVERSIGHT_014617.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Thank you for reviewing this publication which is intended to discuss general market activity, industry or sector trends, or other broad-based economic, market or political conditions. It should not be construed as research. Any reference to a specific company or security is for...

Volatility in Asia
document IMAGES-003-HOUSE_OVERSIGHT_014987.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Volatility in Asia Long HSCEI-SPX volatility spread via corridor variance Global synchronized monetary tightening is positive for EM vol Emerging markets have been the biggest beneficiaries of the central bank-fueled abundance of liquidity. However, we think the tide may be tur...