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North Korea and the Bomb

publication date: Aug 9, 2017
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Image Source: James Vaughan. 

Tensions between the United States and North Korea have heightened, and we may look to August 2017 as the dawn of yet another Cold War. The news has little impact on our thesis, however. US stocks generally remain overvalued, and some of them considerably. In this note, let’s cover a few stocks in the news and reiterate our positive stance on the defense industry, two of our favorite ideas recently highlighted in the Nelson Exclusive publication. Learn more about the Nelson Exclusive publication here.


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