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E Nuff Sed » Comments » AFL

  • Lessons from the Volatility Shock of 2008 [View article]
    Excellent article.

    I look forward to the further development of your thesis. Hindsight is 20:20 but expectation of volatility (VIX) decreases when investors are complacent and increases when investors are scared.

    Buffets classic line at work: "“Be Fearful When Others Are Greedy and Greedy When Others Are Fearful”.
    Apr 15 22:03 pm |Rating: 0 0 |Link to Comment
  • Will You Look Back on Today as Your Greatest Missed Opportunity? [View article]
    Will You Look Back on Today as Your Greatest Missed Opportunity?

    I beleive so - companies like GE, PG and JNJ etc. are gaining strength and have strong footing in developing markets like India and China. They can leverage their innovations and brands to these huge emerging markets. You are getting "growth" at "deep value" prices. Also don't forget the dividends keep growing and stocks are an hedge against inflation.

    The western countries aging demographics will be more than compensated by the rise of the east and the south.

    These global companies (and others like Toyota, Novartis, Unilever) are the best and safest way to play "the world in flat" theme.

    Sep 01 18:05 pm |Rating: 0 0 |Link to Comment
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