http://www.financialsense.com/fsu/editorials/schiff/2008/0320.html

"In the early stages of the biggest credit crunch in U.S. history, buying shares in Visa, a company that derives its revenues based on transaction fees from credit card purchases, qualifies as a particularly ill- timed investment. Perhaps buyers of these shares didn’t get the memo, but the days of Americans using credit cards to buy products they cannot afford are about to come to an end. For all its flaws, Wall Street does possess an extraordinary ability to apply lipstick on any pig. For the formerly private owners of Visa, this is perhaps one the best exit strategies ever engineered, on par with the Hail Mary orchestrated by Blackstone last year (shares of Blackstone are now trading for half their IPO price)."