A military action against North Korea is unavoidable
Whatever mistakes President Trump makes, there are areas where he is intuitively right. One of this areas is the situation with North Korea.
The USA is facing a a clear danger emanating from North Korea. Its nuclear weapons program combined with ballistic missile development, if not stopped, in a few years will put America at risk of a nuclear attack launched by a lunatic. This is a threat that no country can tolerate, especially the United States.
In my opinion, the North Korea situation is just a visible part of a grandiose play started by China to become the dominant power of the world. Little they suspect, though, that themselves in this area they are being cleverly played by Russia.
The only purpose of China’s propping up the absurd Pyongyang regime is for North Korea to act both as a tester of the US resolve and as a lightning rod if America will decide to act. China is not ready yet for an outright confrontation with the USA. But it will be ready pretty soon if the Free World does not act now.
Russia (or should I say, President Putin), on its part, bitter from its second-class standing in the world tacitly pushes Beijing and Washington to confrontation. If these two economic superpowers are eliminated, Russia will ascend again and this time as the only military superpower.
So, what is the likely scenario for the game that has already started and briskly moves on to its culminating point? I think a military strike on North Korea with the purpose of full elimination of its nuclear and ballistic missile capabilities is inevitable – USA will be foolish not to do this.
America should also take concrete steps to somehow limit China’s economic growth (which is fueled by orders from the West) – otherwise the world will be governed by the Communist leaders of China. Is there enough resolve among the American ruling class to do this? I think, clearly not now – they are just too busy adding bullions of dollars to their personal wealth, not recognizing that it all will be worth nothing after Beijing establishes its dominance over the world. Looking back at the end of the last century and the beginning of this one, our descendants will say that it was the time when countries of the Free World have sold their freedom for trinkets.
My recommendation for investors: if you are in equities, buy shares of good American military equipment manufacturers – they should benefit, at least initially, from the end of the world as we know it.