This is the point to remember from today's morning memory, that you can register To receive in your reception box every morning with:
I know you feel fabulous in the weekend.
Hot summer time is starting to settle.
There is a new British trade agreement, although 10% prices will remain in place on most of the goods from our British friends.
Various figures from the Trump administration make media rounds to soon speak of a potential chinese trade agreement.
Although similar to the British transaction, The prices will probably still be in force. Asset floated a rate of 80%, Down 145%, on social networks.
And your wallet seems much better compared to the following week “Release day. “You also have the hope that good vibrations will continue – am I right?
In this context, I want to highlight two things on the investment that had reminded me of Conference of milks last week.
Let them be a mental health check on the increase you are feeling at the moment, which is a little too much given the uncertain environment and the facts that Corporate America brings to the table this income season.
The first comes from the Bill Ackman Billionaire Billionaire Fund manager of Pershing Square Fame.
Ackman offered this (video above) When I asked him questions about prices that have an impact on companies he owns a song, like Nike (Sliding) and chipotle (CMG) “We therefore care about the value of a business. The value of a company is the current value of future cash flows. What is happening now could certainly be disruptive in the short term. I do not think that it is likely to have permanent effects.”
I think you can read this ackman in different ways.
Most of you will probably see it favorably, as this implies that future cash flow flows will be very good even if the prices remain in place. However, I believe that ACKMAN indicates that investors can be too optimistic in the short term, given the disruption of the prices of profits and cash flows.
Find out more: What Trump's prices mean for the economy and your wallet
Keep in mind that we do not get any indication that the prices will be completely removed from the countries, but they can be lowered. This means more unforeseen costs for a company to face.
The next investment reminder comes from the director of chief investments of Nuveen Saira Malikwho oversees $ 1 billion to the giant active manager:
“I think confusion is probably a word to describe it (the backdrop of the investment),” said Malik. “Investors want clarity here, and it would be useful. You can do calculations if you know where the prices will finish. So, for example, our calculations show that if the prices were about 10% for the rest of the world, it was going to strike the GDP by 1.5%. You just judge a recession there.”
