Report Detail Summary

Around the World in 90 Days

September 25, 2021

Qualitatively, the policies being contemplated and implemented, are not dissimilar to those of the Obama administration. Higher tax rates, higher regulations, and a greater degree of government infringement of civil and economic liberties. The one difference between the two administrations being the magnitude as well as the amplitude of the policy initiatives being contemplated. That is why we have dubbed Bidenomics as Obamanomics on steroids. Which according to our views Bidenomics will result in an ever slower real GDP growth rate than those the US experienced during the Obama years.

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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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