Discussion about this post

User's avatar
Dissecting the Markets's avatar

I love the detail Maverick! As for emerging markets, with the expectation that oil production will be at a surplus by 2030 (I think IEA or an organization like that made the prediction), cheap energy will be what makes emerging market equities more attractive than US equities.

Also, the surge in electricity output in China compared to America, I agree with your point on how the real economy of China is much larger than the US. And the continued rise in electricity output in China reminded me of how dirt cheap Chinese equities are.

Expand full comment
Gary Mersham's avatar

A truly broad overview with enough granularity to interest readers all over the world. Thank you!

Expand full comment
17 more comments...

No posts