The Reformed Broker

Ladies and gentlemen, this is the final post I will be publishing at The Reformed Broker.

There is a painful cycle of revenge, provocation and absolute animal cruelty taking place in this part of the world and it has always been thus. Investing for your own future cannot await its end.

We find ourselves now in a situation where the resilience of corporations' ability to grow earnings is happening concurrently with falling inflation

If you're wondering where it went, now you know.

Two quarters ago, the consumer was "resilient" and last quarter the consumer was "hanging in there." Now the consumer is "being careful."

If you put A players on a team with C players, your A players are going to play down.

Risk-off positions have to act risk-off or the whole concept is sabotaged.

"Every bubble has two components: an underlying trend that prevails in reality and a misconception relating to that trend."

Goodbye, my friend.

Any child or technologically unsophisticated adult can make use of it upon first contact. Not in Venezuela. Not in the near future. Here and now.