Visible Funds

Visible Funds
Send Message
View as an RSS Feed
  • Lots Of Dumb Money On The Sidelines: Should Smart Investors Buy Stocks?  [View article]
    I find it troubling that "professional" investors find it easy to label money as dumb or smart depending on how recently certain people made money in the market. Before the crash the "smart money" was seemingly still in the market. It was only the crazy ones who shorted and later became famous.

    It might make more sense to advise Joe Six Pack to invest conservatively (consistently, with diversification and long term perspective), turn off CNBC and spend more time at his job or with his family. He would be better off than following the advice of the "professionals".

    But perhaps stories of volatility and making and losing fortunes makes better reading.
    Feb 21, 2013. 08:47 AM | Likes Like |Link to Comment
  • This Is Not The Great American Recovery, But Possibly The Japanese One  [View article]
    Nice article and good points about many indicators of recovery having weak effects.

    But what of the situation in Europe and RoW? The comment re: European housing crisis just beginning is a good one (true with exception of Switzerland). Indeed many effects of the crisis were dampened by European style safety nets that are now coming apart. Will this plunge the U.S. and world markets back to recession as many yankees fear? Does the Euro fail? As a currency expert what's your view?
    Jan 9, 2013. 02:16 AM | Likes Like |Link to Comment
  • Swiss Franc Outlook For 2013  [View article]
    "Considering this, we expect EUR/CHF to have some more appreciation in next few months, first toward 1.2360 and then possibly 1.2440."

    Does this mean you feel the SNB will lift the peg and allow a free float? This could still be hurtful to exports and the economy.
    Jan 7, 2013. 06:17 AM | Likes Like |Link to Comment