EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

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