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Eye on the Market | October 22, 2012 J.P Morgan
document IMAGES-007-HOUSE_OVERSIGHT_024195.txt Oct 22, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…t is not that reduced US crude imports will lower oil prices; countries like China with growing oil needs may offset that. What matters here are the economic and geopolitical benefits from (a) not having to design military and foreign policy objectives based on energy security to...

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025581.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | RESEARCH Valuation and Risks NORTH AMERICA INSIGHT ~~ Alternative Asset Managers: We value the stocks using a sum of the parts valuation and discounted cash flow as well as price/earnings and price/cash earnings multiples. Our DCF (COE of 12+15%, free cash flo...

Jan Loeys Global Asset Allocation
document IMAGES-009-HOUSE_OVERSIGHT_026574.txt Nov 9, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…ave recaptured only a quarter of the underperformance seen between March and August and thus provide a better entry point. Position indicators suggest that investors are underweight Cyclicals and overweight Defensives which is turn means that Defensive sectors are more vulnerable...

Eye on the Market | October 22, 2012 J.P Morgan
document IMAGES-007-HOUSE_OVERSIGHT_024196.txt Oct 22, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

… is clear: CAFE standards and the ongoing replacement of older cars will improve the fuel efficiency of the future fleet. The Union for Concerned Scientists has estimated the benefit of CAFE at 3 million barrels of oil per day by 2030, while the Administration’s estimate is 2.2...

U.S. celebrates Fourth of July, Trump-Kim DMZ meeting and Hong Kong protests
email TEXT-001-HOUSE_OVERSIGHT_029866.txt Jul 6, 2019 House Oversight Committee — Epstein Estate Records (Nov 2025)

…tion_url=flipboard%3A%2F%2FshowSection%2Fresolve%252Fflipboard%252Furl%25252Fhttps%25253A%25252F%25252Fwww.washingtonpost.com%25252Fworld%25252Feurope%25252Fgerman-defense-minister-ursula-von-der-leyen-picked-as-first-female-european-commission-president%25252F2019%25252F07%25252...

Eye on the Market | October 22, 2012 J.P Morgan
document IMAGES-007-HOUSE_OVERSIGHT_024197.txt Oct 22, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…sumers is already among the highest in Europe when including taxes, and for residential consumers, Germany is the highest. As a result, the proposed shift to renewable energy may further increase electricity prices for both residential and commercial users. There’s not enough dat...

Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~
document IMAGES-008-HOUSE_OVERSIGHT_025579.txt Jan 12, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

Morgan Stanley | sesearcs NORTH AMERICA INSIGHT ~~ Appendix C: Notable Alt Reports: In Case You Missed Them™% Asset Managers & Brokers: 4Q17 Preview: Buy CG and ETFC into the Print (12 Jan 2018) Raising Est on Tax Cuts & Strong Mkts, Upgrading APO and ETFC to Overweight (3 Jan...

Eye on the Market | July 25, 2011 J.P Morgan
document IMAGES-008-HOUSE_OVERSIGHT_025222.txt Jul 25, 2011 House Oversight Committee — Epstein Estate Records (Nov 2025)

…} oy 1955 1960 1965 1970 1975 1980 1985 1990 1995 2000 2005 2010 Source: OMB, CBO, Peterson Foundation 2011 Fiscal Summit. Source: Tax Policy Center. Europe: Finally (1!), but now what? For the first time since 2009, it felt last week like European policymakers were trying to g...

Morgan Stanley | RESEARCH
document IMAGES-008-HOUSE_OVERSIGHT_025587.txt Jan 29, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

… Inc. (LM.N) LPL Financial Holdings Inc. (LPLA.O) Oaktree Capital Group, LLC (OAK.N) OM Asset Management Plc (OMAM.N) T. Rowe Price Group, Inc. (TROW.O) TD Ameritrade Holding Corp. (AMTD.O) The Blackstone Group L.P. (BX.N) The Carlyle Group L.P. (CG.O) Virtus Investment Part...

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

…o finance. Consider America’s big banks. They were at the epicenter of the financial crisis and were badly battered by it. Since then, bankers have complained that they’ve faced uncertainty about government policies, overzealous regulators trying to compensate for their laxness b...