Tuesday, March 15, 2011

Black Swan -- so now what?

So now what?

The time to plan for an event like this is before it happens. Good article

Turn off the TV news, or at least mute it so that the terror/sensationalism is diminished.

Start thinking of the companies that would profit from rebuilding. What companies now have a chance to increase market share? Don't think bad of me. That is what a good investor does when all hell is breaking loose.
Check which companies are actually bucking the trend.

What indexes or etfs will be at new lows? Looks like all global indexes are down today.
This will not only affect Japan's economy, but the those who export to Japan.

By next week, hopefully the crisis will be over. I wish the Japanese people well.

That is my amateur guess.

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