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Eye on the Market | October 22, 2012 J.P Morgan
document IMAGES-007-HOUSE_OVERSIGHT_024200.txt Oct 22, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

Eye on the Market | October 22, 2012 J.P Morgan The most important energy developments of 2012: how countries are planning for Independence Day Bottom line: China has a long history of economic, political and military co-operation with Iran. China has greater economic linkages...

The US trade war against China: The view from Beijing
document IMAGES-008-HOUSE_OVERSIGHT_026318.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

The US trade war against China: The view from Beijing https://news.cgtn.com/news/3d3d5 14f355 1544f78457a6333566d54/share_p.html How should China handle the trade war? https://news.cgtn.com/news/3d3d774d3449544d79457a6333566d54/share_p.html Love to discuss stuff. Robert Radic...

Re: EUROPEAN MULTI ASSET COVERAGE MEETING IMPRESSIONS: Eyes on Real Money outflows; Christmas comes
email TEXT-001-HOUSE_OVERSIGHT_023717.txt Nov 14, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…arket in the instruments (or related derivatives) discussed herein. Sales and Trading personnel are compensated in part based on the volume of transactions effected by them. Assumptions, estimates and opinions expressed constitute the author's judgment as of the date of this mate...

line with the rest of the world on this issue. Similarly, the accelerated depreciation of
document IMAGES-007-HOUSE_OVERSIGHT_023084.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…imilarly, the accelerated depreciation of machinery & equipment would become irrelevant due to the move toward taxation based on business cash flow and the immediate write-off of capital expenditures. Once the depreciation from legacy investments has run off, then depreciation sh...

Chart 80: Stocks mostly trade above ex-pipeline value
document IMAGES-003-HOUSE_OVERSIGHT_014494.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…sector sits at 7.3x on Bloomberg estimates. That is a 20% discount to the market and is near 10-year lows on a relative basis. With dividends more secure the relative DY becomes more attractive at 2-year highs. Chart 82: Utilities EV / EBITDA relative to market near10-year lows...

Attachments
email TEXT-001-HOUSE_OVERSIGHT_029174.txt Aug 19, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Sent: To: Subject: Attachments: Robert Kuhn 8/19/2018 3:53:57 AM jeffrey E. [[email protected]] Kuhn - Radical Breakthroughs CNN - Kuhn - US-China Tariffs, Trade War - CNN Today - 8.2.2018.pdf; Untitled attachment 200384.htm Importance: High Jeffrey: How's all in our cr...

Chart 7: Cumulative Japanese purchases of foreign bonds since 2010
document IMAGES-003-HOUSE_OVERSIGHT_014734.txt Jan 1, 2010 House Oversight Committee — Epstein Estate Records (Nov 2025)

…t 9) and liquidity conditions are poor. For these reasons, we think downside risk remains and would recommend selling a basket of Brazilian, Mexican, and Colombian long bonds. Some EM markets have already seen brutal capitulation. In particular, MXN has priced in alot of bad new...

recent price action for individual assets. However, the fact that we have had multiple
document IMAGES-003-HOUSE_OVERSIGHT_014481.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…other potential leg in some of the reflation trades over the coming months we would prefer to wait for a pull back. The Basic Resources sector provides a useful example in how to use the models tactically. Three times this year prior to the current instance the sector has hit ove...

Unauthorized redistribution of this report is prohibited. This report is intended for jake.byrne@bam
document IMAGES-003-HOUSE_OVERSIGHT_014873.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…pside in the sector as implied by our price objectives. At current levels, Hess ‘discounts’ strip oil prices. Under our base case, which assumes a rebound in oil prices towards $70 from 2020 fair value is reasonably ~$80 per share. If non-producing asset value from Guyana is incl...

beginning I kept having this nagging
document IMAGES-010-HOUSE_OVERSIGHT_029928.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…tist Fabrizio Benedetti (who studied with Gordon and Levine), and Luana Colloca, a colleague of Benedetti’s, who is now based in the United States, at the National Institutes of Health, have expanded on these studies. They have found, for example, that diazepam— more commonly kn...

Re: an article you may both hate. or like
email TEXT-001-HOUSE_OVERSIGHT_025639.txt Sep 18, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Lawrence Krauss Sent: 9/18/2015 7:02:55 PM To: jeffrey E. [[email protected]] Subject: Re: an article you may both hate. or like. Attachments: DA866543-7401-4A5A-8E50-FD32E33A5OEC.png Importance: High will bring up that possibility. :) so glad we are aging to see you do...