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For example, | occasionally went too far while wearing my anti
document IMAGES-003-HOUSE_OVERSIGHT_015094.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

For example, | occasionally went too far while wearing my anti- Communist mask. When former Attorney General Nicholas Katzenbach exposed the DuBois Clubs as a Communist front organization, poison-pen letters and threatening telephone calls were received by many of the Boys Clubs...

3 risks — reality vs hope, higher yields, politics
document IMAGES-002-HOUSE_OVERSIGHT_014428.txt Nov 14, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…significant JPY strength. The other risk is a rapid increase in US long-term yields triggers risk-off trade, supporting Japanese yen. However, we believe a potential correction in US equity is unlikely to reverse the medium-term direction of USD/JPY (though it could cause a short...

1) Upturn in inventory cycle: Defensives—Cyclicals
document IMAGES-002-HOUSE_OVERSIGHT_014400.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…remised on our end-2017 $/¥ estimate of ¥120, and this is supported by our above-consensus economic growth outlook. Our Japan economist sees a shift to fiscal easing, firms countering the tight labor market by increasing capex, and estimates industrial production to grow 3.5% and...

later. In fact, he later used the very vulnerability he pointed out to
document IMAGES-005-HOUSE_OVERSIGHT_019521.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…t “working at the US embassy.” Hotel records show that he arrived at the Hyatt Regency in New Delhi on September 2 from Japan and at 3:30 p.m. on September 3 checked into the Koenig Inn, an annex to Koenig Solutions, a school that gave crash courses on programming and computer ha...

Greetings from Japan
email TEXT-001-HOUSE_OVERSIGHT_029087.txt Feb 1, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Jeremy Rubin Sent: 2/1/2017 5:18:08 AM To: jeffrey E. [[email protected]] Subject: Greetings from Japan Importance: High Hey Jeffrey, Thought I'd check in and see what's up on your end. - I've been watching closely Trump's appointees and there, he might be putting Balaj...

The J.P. Morgan View: Local forces are dominating
email TEXT-001-HOUSE_OVERSIGHT_030844.txt Mar 29, 2013 House Oversight Committee — Epstein Estate Records (Nov 2025)

…esponding to higher taxes. * Fixed Income –– Search for carry to trump Euro area jitters over time. * Equities –– Japan remains our main country overweight. * Credit –– We OW covered bonds in the Euro periphery over senior bank bonds and subordinated vs senior bank bonds...

Re: Greetings from Japan
email TEXT-001-HOUSE_OVERSIGHT_029092.txt Feb 4, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Jeremy Rubin Sent: 2/4/2017 1:53:41 PM To: jeffrey E. [[email protected]] Subject: Re: Greetings from Japan Importance: High At digital garage On Sat, Feb 4, 2017 at 8:00 PM jeffrey E. <[email protected]> wrote: where in tokyo are you lecturing? no im in new york On...

Re: Greetings from Japan
email TEXT-001-HOUSE_OVERSIGHT_029090.txt Feb 1, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

From: Jeremy Rubin Sent: 2/4/2017 4:18:58 AM To: jeffrey E. [[email protected]] Subject: Re: Greetings from Japan Importance: High Are you around here? gJeremyRubin On Wed, Feb 1, 2017 at 7:56 PM, Jeremy Rubin <1.11- wrote: Feb 12th. @JeremyRubin On Wed, Feb 1, 2017 at 7:50 P...

Cheapest tail-risk Hedges
document IMAGES-003-HOUSE_OVERSIGHT_014772.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… Morriss MLI (UK) Merrill Lynch (Australia) [email protected] [email protected] Shuichi Ohsaki Merrill Lynch (Japan) [email protected] Tail-risk Hedges ¢ Four tail risks for 2017: 1) US deregulation, 2) EZ risk premia rises; 3) weaker bulk commodity prices; 4) st...

Financial Experts Tend to ‘Assume What Can Go Wrong
document IMAGES-006-HOUSE_OVERSIGHT_020964.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

….kpcb.com USA Inc. | What Might a Turnaround Expert Consider? 245 Past Performance Does Not Guarantee Future Results — Japan’s Economic Miracle From 1960 to 1990 Rapidly Deteriorated Into the ‘Lost Decades’ of 1990’s & 2000’s Japan Real GDP Annual Growth Rates, 1960 — 2010 Inf...

Matthew J. Harrington
document IMAGES-004-HOUSE_OVERSIGHT_017079.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… Hitachi Ltd International Justice Mission (IJM) Bunge Limited Harvard Kennedy School Trends London Business School Japan External Trade Organization (JETRO) MasterCard Worldwide Permanent Mission of the People's Republic of China Telkom Group Limited EFG Hermes Holding Sie...

Fareed Zakaria: Trump sells America short
email IMAGES-012-HOUSE_OVERSIGHT_033482.txt Sep 17, 2015 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ubject: Fareed Zakaria: Trump sells America short Fareed Zakaria: Trump sells America short Dear Donald Trump: China, Japan and Mexico are not “killing us” By Fareed Zakaria, Thursday, September 17, 2015 Donald Trump’s presidential bid is centered on the promise of his persona...

Mark Landler and David E. Germany, Japan, the United
document IMAGES-003-HOUSE_OVERSIGHT_014616.txt Dec 2, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

on mo Mark Landler and David E. Germany, Japan, the United Sanger, “Trump Speaks with States and the United Kingdom Taiwan's Leader, an Affront 0 depreciate the US dollar in to China,” New York Times, relation to the Japanese yen December 2, 2016. and German Deutsche Mark by...

Other Important Disclosures
document IMAGES-002-HOUSE_OVERSIGHT_014422.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…h Africa ( PRA}; Merrill Lynch (Aus Pacific) Limited, regulate Singapore (MAS); Merrill CV, Casa de Bolsa, regulated by japan}: Merrill Lynch Japan Sec Financial Supervisory Service; regulated by the Securities and srael Limited, regulated by Isra DIFC): Merrill Lynch Inte Comis...