EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 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