EVENTS:   The Great Reset: AI, Geopolitics and The End of The Cheap Chips - MS Hwang/Counterpoint Research - 10 Feb 26   Making Weather Pay – The Outlook For Global Commodities - James Roemer/Best Weather - 11 Feb 26     ROADSHOWS: Thematic Research Based Ideas - David Scott /CHA-AM Advisors   •   London   06 - 06 Feb 26       Commodities Research with a Focus on Oil and Energy - Kathleen Kelley /Queen Anne's Gate Capital   •   London   10 - 10 Feb 26       Predictive Investment Models for Idea Generation and Risk Management - Hugh Vuillier /Variant Perception   •   New York   16 - 19 Feb 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