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.
Bill Ackman: Herbalife at Zero - an Overnight Phenomenon
If Bill Ackman is right about Herbalife being an overnight phenomenon, and you can make timely purchase of put options, then you would have a black swan trade.
No comments:
Post a Comment