Inflection Point (Part 2): Financial Assets Give Way to Hard Assets

Inflection Point (Part 2): Financial Assets Give Way to Hard Assets   Recently, we outlined the case for why equity prices may be at an historical Inflection Point (https://markonomics101.com/2018/07/12/inflection-point-part-1-the-long-term-equity-valuation-cycle/).  Both Price Earnings multiples (PEs) and Earnings themselves have very little apparent upside while being highly susceptible to a reversion to their long-run means.  Such a […]

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Can Anyone Win A “Trade War”?

Can Anyone Win A “Trade War”? In the famous movie “War Of The Roses”, Danny DeVito plays a divorce attorney who imparts some incredibly insightful advice:  “In a divorce there are NO WINNERS, just degrees of losing”.  He might as well have been talking about Trade Wars.  If you enjoyed and absorbed our piece yesterday […]

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