EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 26      

Financial Armageddon 2023: Insights from Inside The Pentagon

Valens Research

Tue 17 Jan 2023 - 15:00 GMT / 10:00 EST

Summary

Professor Litman uses uniform accounting to assess corporates economic profit and therefore a nations tax base. Whilst China’s corporate revenue is approaching the US, its economic profit and therefore its tax base is nowhere near and set to decline. US sanctions are forcing the world to buy US exports of Aerospace, Wheat, Oil and Gas where they are number 1 or number 2 globally. This informs his view that Pax Americana is alive and well. The firm offers credit insights and trades.

Topics

The mainstream media can’t wait to slap the word “crisis” onto anything that will drive knee-jerk viewership to their broadcasts and websites

The current market panic sell-off is creating a massive opportunity in some markets that smart, fundamental investors simply cannot pass up. Meanwhile, one massive investment area is headed for a deep bear market that could last more than a decade