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European Equity Strategy
document TEXT-001-HOUSE_OVERSIGHT_014460.txt Dec 1, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…he most part higher yields were accompanied by higher equity prices. Track record mixed for stocks following bond yield spike. Does an exceptionally sharp back up in bond yields represent a downside risk for equities? The historical evidence is inconclusive. We looked at equity m...

Mission Inn Hotel and Spa
document TEXT-001-HOUSE_OVERSIGHT_017526.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ookin’ version of The Dying Swan with Ma accompanying on the cello; the performance was immortalized in a video shot by Spike Jonze which reached over one million views within weeks. In the fall of 2010, Woetzel was a visiting Lecturer at Harvard Law School, where he co-taught a...

Notable trends and dislocations (US)
document IMAGES-007-HOUSE_OVERSIGHT_023583.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…d the week at all-time highs. Chart 19: In the trading sessions following the political turmoil and ensuing volatility spike on 17-May, long-term vols (ly and above) reset lower for SPX but remained bid for RTY 20% 18% 20% 16% 15% 14% 12% ies 0 10% 5% 8% 6% us 0 4% -5% 1m 3m 6...

Power, Fortune and Survival in the Age of Networks
document TEXT-001-HOUSE_OVERSIGHT_018232.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…s, but I quickly came to see them as needles. (“When he uttered a phrase,” it was said of Yun Men, “it was like an iron spike.”) Many of those present were jotting notes: Whatever Master Nan thought important, his students felt, must be worth putting down. I knew that the records...

Barty argued in The Trump Inflection, Le Pen’s victory has the potential to be even more
document IMAGES-002-HOUSE_OVERSIGHT_014476.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…e most part higher yields were accompanied by higher equity prices. Track record mixed for stocks following bond yield spike. Does an exceptionally sharp back up in bond yields represent a downside risk for equities? The historical evidence is inconclusive. We looked at equity m...

SPX put contingent on higher rates
email IMAGES-002-HOUSE_OVERSIGHT_014310.txt Nov 15, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…sponse in S&P 500 realized equity volatility to the US election surprise was similar to Brexit but more extreme, as the spike in volatility collapsed at record speed 140% z 120% “ a ret P an yOy. = 00% s =", ~ 3 5s a & . ‘ > z S s OT yg . = 2 2 . . t 60% Sia o*® | #. '...

Al Pacino and David Mamet were huddled on
document IMAGES-001-HOUSE_OVERSIGHT_010720.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Al Pacino and David Mamet were huddled on a couch as Spike Lee and Meredith Vieira sat nearby listening. At Warner Bros’ fancy private dinner for its nominees at the Bel Air Hotel, Nicky and I were greeted by David Heyman. Executives Sue Kroll and Juli Goodwin brought us over to...

J.P. Morgan Eye on the Market 2/27/2012: Dire Straits
email TEXT-001-HOUSE_OVERSIGHT_031146.txt Feb 27, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…risk: a disruption would make oil markets even tighter, and drive gasoline prices up further. Even before the February spike, gasoline prices relative to earnings and income were starting to bite (2nd chart). The private sector can handle some gasoline price increases, but pro...

SPX put contingent on higher rates
email TEXT-001-HOUSE_OVERSIGHT_014310.txt Nov 15, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…sponse in S&P 500 realized equity volatility to the US election surprise was similar to Brexit but more extreme, as the spike in volatility collapsed at record speed 140% =•• 120% a, 100% .1 80% - a 60% ▪ 40% 5 20% 0% 20% 0% • • • • • • •• • • 18 ; . . • •%.• • .% • e• j is • •••...