Report Detail Summary

Inflection Points and Economic Cycles

September 07, 2017

We believe that the election of Donald Trump points to an inflection point in the economic and political landscape, and that we are on the cusp of a new cycle. If this is correct, there are reasons to be excited about the possible outlook of the global economy. This excitement does not mean that the upside is locked in. The road to an inflection point is filled with traps that can derail the path to the inflection point and a new, long-lasting cycle.

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The ValueTiming™ strategy is based on the assumption that politicians and policymakers have particular views of the world, and that they will in general adopt policy measures that are consistent with these views.


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