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
