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4 comments:
With the frothiness in the oil markets and the financials having had their bounce, THIS is where I would consider buying Nakoma Absolute Return (NARFX), knowing how they are positioned.
MarkM
Nakoma is positioned in a steep dive. They haven't demonstrated in their short history that they can manage a turn around in their fortunes. I'll wait until they do before they go on my investments to consider list.
Hey! Dog blogging! Trixie is a sweetheart.
I'm (♀), I love this blog, It's very interesting
Anyway, It's nice to see your blog
God Bless you
Again
Roger,
Thanks for the video reply.
I certainly didn't mean to criticize with my question about Iceland; sounds as if that trade turned sour for reasons OTHER than sufficient diligence or information.
Also, your point re: diversification is well taken, as is the need to assume that one will get some trades wrong, without exception.
I think I can understand the balance between portfolio construction and diligence: without one, the other becomes proportionally more important.
As the ability to access local information continues to spread to non-local investors, global capital will, like water, find its own level. But the risk of information asymmetry is, with every border and language barrier crossed, ever higher.
I like the idea of pairs trading and hedging (if x goes up, it will be rare - or an important signal - if y goes down).
Thanks again.
Rick
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