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Tech giants have established virtually unassailable market shares
Significant innovations have been made possible by excess monopoly profits
Trillions must be spent to replace unsafe bridges, old dams and mediocre roads
A fragile-looking US bank reignites fears of a run
Other governments are just giving money to companies historically bad at R&D
Is the US equity market serially overvalued?
Valuations are starting to recover but there are reservations over the rally
A potential soft landing and lower energy prices are breathing life into venerable businesses
US interest rates are expected to peak next year, but this will be followed by shrinking GDP and rising unemployment.
After this year’s market correction, do quality US shares now offer better value, too?
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