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.
Showing posts with label Phosphorus. Show all posts
Showing posts with label Phosphorus. Show all posts
Saturday, January 18, 2014
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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