Jamie Dimon… SharpFokus Reader?
Sharpfokus Brief
📅 July 11, 2025
This week, Jamie Dimon, the JP Morgan boss, told Europe:
“You’re losing.”
He was referring to GDP — EU is now only 65% the size of the US, down from almost equal in 2008.
📉 But why is the US pulling ahead?
At SharpFokus, we’ve said it before:
🇺🇸 The US focuses on consumption — the one part of GDP that reliably produces cashflow.
🌍 Others — Europe, Japan, China — have relied on investment, exports, and government spending, which boost GDP but often fail to deliver cashflow.
They all got close to the US.
But over time, without cashflow, they faded.
Because cashflow wins in the end.
We flagged this on June 18 in our Brief:
📝 “The Crown Still Fits”
Is Jamie Dimon a SharpFokus subscriber? Probably not.
Should you be?
✅ Especially if you want to see ahead of the headlines.
📈 Upgrade to SharpFokus Top 100
Get 7X cashflow-based research reports per week.
Simple, clear, ranked.
🔗 sharpfokus.com/subscribe
Sharpfokus Brief
📅 July 11, 2025
This week, Jamie Dimon, the JP Morgan boss, told Europe:
“You’re losing.”
He was referring to GDP — EU is now only 65% the size of the US, down from almost equal in 2008.
📉 But why is the US pulling ahead?
At SharpFokus, we’ve said it before:
🇺🇸 The US focuses on consumption — the one part of GDP that reliably produces cashflow.
🌍 Others — Europe, Japan, China — have relied on investment, exports, and government spending, which boost GDP but often fail to deliver cashflow.
They all got close to the US.
But over time, without cashflow, they faded.
Because cashflow wins in the end.
We flagged this on June 18 in our Brief:
📝 “The Crown Still Fits”
Is Jamie Dimon a SharpFokus subscriber? Probably not.
Should you be?
✅ Especially if you want to see ahead of the headlines.
📈 Upgrade to SharpFokus Top 100
Get 7X cashflow-based research reports per week.
Simple, clear, ranked.
🔗 sharpfokus.com/subscribe