Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Spekulatius who wrote (40033)	11/12/2010 12:26:46 PM
From: gcrispin	of 78747

I don't think a US Core Equity fund in a family of funds is a fair way to evaluate his company's performance. GMO has lots of funds. The question is where money is allocated. biz.yahoo.com The strength of his commentary is his asset allocation and his macro-view on what is going on in the US economy. Much of this has been said before (emerging markets, commodities) but you don't hear many people saying that cash still has value even though the fed is trying to make your money worthless. I also thought his views that lowering interests to nothing could actually hurt the economy as it takes away from savers who would otherwise have money to spend. Regardless, I found it valuable as I have raised cash levels and don't find the market particularly inviting at this point.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next