SharpFokus Brief – June 18, 2025
The Crown Still Fits 👑
There’s been a lot of talk in the US recently about Kings….
But in the world economy, cashflow still wears the crown.
Japan in the 1990s.
The EU in the early 2000s.
China as recently as 2021.
All came close to overtaking the US in GDP.
All have since fallen far behind.
Today?
Japan is now less than 20% the size of the US.
The EU and China are both down to about 60% — and slipping.
Why?
Because US dominance is built on two simple, related forces:
1️⃣ Consumption-led growth
2️⃣ High cashflow return on assets from that domestic buying power
Others chased the crown with government-led investment or export-heavy models — and ended up with low CFROA. Growth without return. Size without sustainability.
So who’s next?
Only those who follow the domestic demand & cashflow model stand a chance.
👉 Subscribe or upgrade for full access to SharpFokus data & reports
For informational purposes only, not investment advice.
The Crown Still Fits 👑
There’s been a lot of talk in the US recently about Kings….
But in the world economy, cashflow still wears the crown.
Japan in the 1990s.
The EU in the early 2000s.
China as recently as 2021.
All came close to overtaking the US in GDP.
All have since fallen far behind.
Today?
Japan is now less than 20% the size of the US.
The EU and China are both down to about 60% — and slipping.
Why?
Because US dominance is built on two simple, related forces:
1️⃣ Consumption-led growth
2️⃣ High cashflow return on assets from that domestic buying power
Others chased the crown with government-led investment or export-heavy models — and ended up with low CFROA. Growth without return. Size without sustainability.
So who’s next?
Only those who follow the domestic demand & cashflow model stand a chance.
👉 Subscribe or upgrade for full access to SharpFokus data & reports
For informational purposes only, not investment advice.