Reckitt Benckiser: Cheap Again Amid Macro Concerns (OTCMKTS:RBGLY)

Real numbers are the sacred language of a win-win economy. They allow us to quantify, measure, and compare everything from time to the price of tomatoes. ‘Half of all numbers are odd.’ –Bill Bonner The news this morning. Bloomberg: House Republican leaders struggled to find the final votes to advance Donald Trump’s massive tax and…

A Canadian stock earns “trust for the next 10 years” when it keeps winning in three different markets: good times, bad times, and boring times. It needs a durable advantage, recurring revenue, and leadership that treats capital like it is precious. I also want a business that can grow without constantly issuing shares or taking…

‘The crisis consists precisely in the fact that the old is dying and the new cannot be born; in this interregnum a great variety of morbid symptoms appear.’ —Antonio Gramsci This is part three of my piece, Our Modern Interregnum. Click the link for the first section. Today, I look at the structural costs borne…