We should be concerned about how quickly tensions over North Korea are rising. We are dealing with an unpredictable nation state that doesn’t play by the same rules as the rest of us. A nuclear North Korea should worry us all. That said, the initial selling of equities and the bid to fixed income and other safe haven assets should prove temporary because after nervous investors hit the panic button and sell, there should be no follow through because algorithms don’t panic. Algorithms don't extrapolate that an off the cuff comment by a President with a legacy of throw away lines will lead to a dramatic change in the geopolitical environment.
Founder, View from the Peak
IND-X Advisors Limited
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