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Jan Loeys Global Asset Allocation
document IMAGES-011-HOUSE_OVERSIGHT_030852.txt Mar 28, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…26.7% 1.2% MSCI Europe* 214 66% Healthcare 14.7% 14.7% 32.6% 1.9% MSCI EM $* 032 -1.8% Financials 11.2% 3.5% 26.3% 1.5% Brazil Bovespa 56028 -7.5% Information Tech. 4.3% 7.5% 16.4% 0.8% Hang Seng 22300 -0.5% Telecommunications 91% 7.2% 24.6% -5.1% Shanghai SE 2236 -2.4% Utilities...

Sent: 11/11/2016 5:21:53 AM
email IMAGES-011-HOUSE_OVERSIGHT_031518.txt Nov 11, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…eve its a great tool to track voters and get them to vote. It can be used in French elections next year or elections of Brazil in 2018 but unfortunately I have to shut down this project as getting data from Twitter is expensive and the start up is running out of money. Iam goin...

2. From a panel discussion last week
document IMAGES-003-HOUSE_OVERSIGHT_014719.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…bearish 5y US rates (seeing higher yields), long USDJPY (weaker JPY) and short a basket of EM LatAm long bonds (Mexico, Brazil and Colombia). But in the near term, we urge caution with the reflation trade. Short 10y US real rates (seeing higher yields) offers the best risk- rewar...

Greenwald was an activist as well as a journalist. Like Poitras, he joined the board of directors
document IMAGES-005-HOUSE_OVERSIGHT_020230.txt Nov 13, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ertaking, especially if he wanted to pass classified NSA documents to him. If his emails were intercepted by the NSA in Brazil (where Greenwald lived) and where the NSA was not restricted by US law, he could lose his job or even be arrested. Under his alias Cincinnatus, he told G...

From: Valeria Chomsky
email TEXT-001-HOUSE_OVERSIGHT_026055.txt Jan 22, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…yesterday. Everything ok I hope On Sun, Jan 22, 2017 at 6:16 PM Valeria Chomsky < > wrote: Dear Jeffrey, I arrived from Brazil on January 19th, knowing that I had to remember something very important on January 20th and it was not Trump's inauguration. As I arrived too tired, I k...

Sources: Investment Strategy Group, Bloomberg, Datastream, Goldman Sachs Global Investment Research,
document IMAGES-009-HOUSE_OVERSIGHT_026906.txt Oct 3, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

…Sachs (Asia) L.L.C, Goldman Sachs (Singapore) Pte (Company Number: 19862165W), Goldman Sachs Australia Pty Limited, and Brazil by Goldman Sachs do Brasil Banco Multiplo S.A. as to the opportunities available to our private wealth management clients. In connection with its distrib...

Re: World economy growth interesting reading
email IMAGES-006-HOUSE_OVERSIGHT_021231.txt Jul 11, 2009 House Oversight Committee — Epstein Estate Records (Nov 2025)

…onomic growth in various parts of the world: 2009. 2010 China. 75. 85 India. 54 65 Middle East 2.0 3.7 Africa. 1.8 4.7 Brazil. -1.3 2.5 World total -1.4 2.5 Canada. -2.3 1.6 US. -2.6 0.8 France. -3.0 0.4 Spain. -4.0 -0.8 U.K. 4.2 0.2 EU. -4.7 -0.1 HOUSE_OVERSIGHT_021231

After Words
email TEXT-001-HOUSE_OVERSIGHT_029558.txt Oct 22, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…d order with nations in terms of gross domestic product in this hierarchy: (1) China, (2) US, (3) India, (4) Japan, (5) Brazil, (6) Russia, (7) Britain, (8) Germany, (9) France and (10) Italy. The key, however, is that Japan lags a distant fourth behind the top three. On America,...

The outlook for macro policy and for the geopolitical
document IMAGES-009-HOUSE_OVERSIGHT_026686.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…commodity prices recovering slowly (e.g. oil, natural gas and copper) and an increasingly unstable political outlook in Brazil and South Africa 06 Sovereigns face a continuing ‘return gap’ These dynamics suggest a continuation of the ‘lower rates, lower return’ environment over...

From: jeffrey E. [[email protected]]
email IMAGES-011-HOUSE_OVERSIGHT_031640.txt Nov 11, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…eve its a great tool to track voters and get them to vote. It can be used in French elections next year or elections of Brazil in 2018 but unfortunately I have to shut down this project as getting data from Twitter is expensive and the start up is running out of money. I am goin...

Debt Composition: Foreign Investors & Governments
document IMAGES-006-HOUSE_OVERSIGHT_020927.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… nS EE A I TO mE Top Foreign Owners, CQ2:10 China 10% = 40% Japan 9% ~~ fe wo a UK 3% 2) & Oil Exporters* 3% 2 oe I , w Brazil 2% - 2 All Other 18% BP 20% ~~ n= = ee ee lg = ae ee ae ee ee ae fre ne ee eee ee ee eee C7) 5 Oo ¢ a D 10% fn ° Le 0% 1970 1975 1980 1985 1990 1995 2000...

USA Student Achievement Rankings* in Mathematics / Science
document IMAGES-006-HOUSE_OVERSIGHT_021032.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…25- to 34-Year-Olds with an Associate Israel Norway Fear Cem Iceland OECD Average ae NO wo oO oO oO oO PS PS PS PS Brazil |smms Turkey |aussa Czech Republic i | aly | ! ! Germany |x Polar _ | Estonia w#Hi$=iiic_ aa: Switzeran’d Netherlands {Et UK |i Sp) ee 1cjiur7 Portugal...

Cannabis Investment Report
document IMAGES-008-HOUSE_OVERSIGHT_024750.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… GDP Rank 2017 Estimated Adult Population (in millions) Select Countries with Medical or Recreational Laws Germany 4 Brazil 8 Italy g Canada 10 Australia 3 Mexico 16 Turkey 17 Netherlands 18 Switzerland 20 Argentina 21 Poland 24 Israel 32 Colombia 37 Chile 44 Peru 48 Czech Rep...

The J.P. Morgan View: Local forces are dominating
email TEXT-001-HOUSE_OVERSIGHT_031114.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…e unveiled into the summer. * EM equities are suffering from renewed policy tightening in major EM economies such as Brazil and China. Investors have bitter memories of previous property tightening measures in China. As within DM, we see a lot of divergences within EM and pref...

From: Ramsey Elkholy
email IMAGES-011-HOUSE_OVERSIGHT_031292.txt Jan 12, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

… enjoyed her company yesterday and she's happy, so I've figured out how to manage that one. Otherwise no news, going to Brazil in a few weeks. If you're still interested in Joy I'll let them know, | remember they wanted to meet you at Paris when they went for VS show, so not sure...