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Strategies & Market Trends : Value Investing
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To: Dennis 3 who wrote (52436)9/25/2013 2:30:11 PM
From: Jurgis Bekepuris  Read Replies (1) of 78704
 
You have an economy growing at ~8% this year and stocks selling as if they are in or headed for recession
The risk of Argentina is not a recession, but either devaluation or nationalization.
Obviously, investors get paid to take these risks, but you have to decide if you get paid enough.

It's a good gains then crash scenario. If you can protect yourself from crash or you think that you can exit before it or you think you'll be ahead even in crash scenario, then you're fine. :)

Generally, I'd take recession over devaluation/default/nationalization almost any time. Companies usually recover from recession. They rarely recover from default/nationalization/deval. But once again, there are people who calculate the odds well and come out on top in these scenarios.
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