Black Friday has arrived at many retail stores. But did it also reach investments?

The vast majority of market analysts predict and indicate the actions of Banks and Infrastructure at this very moment. Their reason? The pause in interest rates in the United States would theoretically increase appetite for international risk assets. Allow me to show you some data:

The first is that interest rates may have taken a break in the United States, but they are far from returning, since the inflation target there is 2% per year, requiring additional efforts.

The second is that if interest rates do not rise, the Fed may be anticipating an interest rate of around 5% per year for longer, a trend that the BOE and ECB follow.

Third: The largest joint venture in the world , United States + China, is collapsing, which will hamper Brazil's export dynamics to its biggest client: China. Okay, but we have other partners... Who? Argentina? Russia? I think we are running out of alternatives.

Fourth: Look at what Charlie Munger and Warren Buffett are doing right now... Pay attention to the masters, their attitudes will mean that you don't need to read any boring newspaper or blog like the one I write to you.

Finally, for something to be cheap, it has to have value , and a company can only deliver value if it makes sales. Where will sales come from with the CPI flattening? I believe the analysts making these recommendations are right, but only in the short term. All I don't wish for you is to be caught inside an investment store on Black Friday trying to leave with the other customers when the fire alarm sounds.

What investments do I recommend on Black Friday day?

Get in touch and I will be happy to talk about investments .