The Rising Influence of Rising Affluence

[Bluewingcap]

I suggest that a direct quote from a former central bank economist saying the models are wrong is a pretty useful concept to add to any investment outlook. That's an inside look at the policy making. You claim it is useless for an investor.

I use my macro outlook to understand forces that can alter revenue/earnings trends for industries and individual portfolio companies. Looking backwards is how an investor gets hurt. So the more quality information in, the better the future outlook can be. HOW people interpret the same information is what makes markets.

And someone marketing quality investment research products is not a promoter in my world. So no I will not call John Mauldin a promoter.

Are my regular ALVOF updates on this board promotional? In a sense, yes. It helps get more eyeballs on my largest portfolio holding (I am a microcap leaning investor because I can get an edge in the stories I follow). But they are a legit undervalued company with a proven management team executing on their plan. And topical to the original natural resource focus of this board. Anyone who bought in has done quite well with a ton more upside ahead.

And with that I will sign off on this exchange. Just needed to respond to what would be legitimate questions from someone without a history of trolling.