An Ackman Bill invests a golden rule that bullish traders could forget -right now

This is the takeaway from today’s morning, you can Register –s To receive in the inbox each morning along with:

I know you will feel fabulous at the weekend.

The warm summer time begins to take.

There is a new commercial agreement in the United Kingdom, although 10% of rates will remain in place in most assets of our British friends.

Several figures from the Trump administration are making the media rounds to talk about a possible trade agreement in China soon.

Although it is similar to the transaction of the United Kingdom, The rates will still be in effect. Trump floated an 80%rate, Lowering 145%, on social media.

And your wallet looks much better compared to the following week ”Day of release. “You also have hope that good vibrations will continue, I am right?

In this context, I want to highlight two things about the investment that reminded me of the Milken Conference this past week.

Let them be a health check you feel right now, which for me is a little too much given the uncertain environment and the facts that corporate America brings to the table this season of results.

The first comes from the Bill Ackman’s billionaire fund director of Persher Square’s fame.

Ackman offered it (previous video) When I asked about the rates that affect the businesses that have a piece, like Nike (Slippery) and chipotle (Cmg): “Therefore, we are concerned about the value of a company. The value of a company is the current value of future cash flows. What happens now may be that it may be disturbing in the short term. I do not think it is likely to have permanent effects.”

I think you can read this from Ackman in some different ways.

Most of you will see it favorably, as it means that the future cash flows of the companies will be fine, even if the rates remain in their place. However, I think Ackman indicates that investors can be too short -term optimistic, as they could be the quiet of benefits and cash flows.

Read -Ne More: What do Trump’s rates mean for the economy and your portfolio

Note that we are receiving a zero indication that the rates will be completely eliminated in the countries, only that they can be declined. This means more unforeseen costs for a company.

The next investment reminder comes from Nuveen’s investment manager, Saira Malikthat oversees $ 1 trillion in the Giant Asset Manager:

“I think confusion is probably a word to describe -the investment backdrop),” said Malik. “Investors want to clarity here and this would be useful. You can do calculations if you know where the rates will end. So our calculations show that if the rates were about 10% for the rest of the world, it would affect the GDP 1.5%. Only a recession would be needed.”