Yes you have to think on your feet as an investor as there are multitudes of factors that can effect any investment. If you are too focussed on any one part of a particular story you might miss the bigger picture or the important news that can come along and wipe you out. ie black swan types of events or what happened to say people holding stocks in Tanzania recently. Check the share chart of say ORR or many other Tanzanian stocks for evidence of how swiftly the market can react to this sort of news.
I wouldn't be surprised that in the unfortunate event that either NK or the US are stupid enough to throw the first punch, this might just be enough to significantly disrupt markets as you would also begin to see the gulf between China and the West widen. Speculative stocks get hit the hardest in these type of events, particularly ones that have attracted a lot of short term money.
Meanwhile in unstable countries like the DRC whenever you hear the word election come up in the news coverage you should take note and follow events very closely (if you are invested) as even if the election is relatively peaceful, if a new broom comes through that can disrupt old arrangements within the mining sector. I've had personal first hand experience with this. Esh
