In his book "The Black Swan", Nassim Nicholas Taleb proposes a barbell portfolio with 85% to 90% in extremely safe instruments (like U.S. Treasuries) and 10% to 15% in low probability, high impact Positive Black Swan Stocks. Please comment or e-mail me with your ideas for Positive Black Swan Stocks.
Saturday, November 9, 2013
The world's insatiable hunger for phosphorus
Morocco has 1/4th of the world's production and 3/4ths of the world's remaining good-quality phosphate reserves. That fact combined with the inherent volatility shown in the graph below exposes phosphorus investors to possible positive black swans.
http://www.bbc.co.uk/news/business-24823266
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Phosphorus
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