Been giving this a lot of thought.
Obviously it will be stupendous for Asia to be rid of a nonsensical tyrant and reunify the Koreans. SK is a hotbed of talent - double the population overnight (of course it would take some years to make lasting change - but I believe it would be relatively quick)....
America could theoretically and drastically reduce military presence in the region and save a ton of dough. While China would love that I'm sure TPTB in 'MERICA would not like to see this happen. I would love to see it.
What happens to the USD in the event of
1) a very quick campaign where NK gets dominated and govt removed....
2) a messy outset of war...possible nukes used on SK (in which case you can guarantee NK gets nuked). But ultimately the same result as 1).
3) a prolonged campaign which lasts years and involves China and Russia in WW3 type conflict.
I think 3) is unlikely and certainly the least attractive option. But the plot line remains very real.
War has in recent history been USD bearish and US equities somewhat positive. Precious metals positive...commodities positive in general.
Anyone see it different?
Obviously it will be stupendous for Asia to be rid of a nonsensical tyrant and reunify the Koreans. SK is a hotbed of talent - double the population overnight (of course it would take some years to make lasting change - but I believe it would be relatively quick)....
America could theoretically and drastically reduce military presence in the region and save a ton of dough. While China would love that I'm sure TPTB in 'MERICA would not like to see this happen. I would love to see it.
What happens to the USD in the event of
1) a very quick campaign where NK gets dominated and govt removed....
2) a messy outset of war...possible nukes used on SK (in which case you can guarantee NK gets nuked). But ultimately the same result as 1).
3) a prolonged campaign which lasts years and involves China and Russia in WW3 type conflict.
I think 3) is unlikely and certainly the least attractive option. But the plot line remains very real.
War has in recent history been USD bearish and US equities somewhat positive. Precious metals positive...commodities positive in general.
Anyone see it different?