Thinking Through “Kim Puts”

Yeah, the stock market is at record highs.  Not unexpected, and from here we may have even more upside ahead.

But, there is an ugly geopolitical mess half-way around the world:  Korea.  And the task this morning is to look at ways to possibly make a buck, or save some, when that whole thing “blows up.”

It’s a rethink on the old physics problem:  “What happens when an immovable object meets an irresistable force…”

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