NYT reports 3 legit experts estimate risk of war with North Korea at 25-40%. If one believes this, puts on Seoul REITs are deeply mispriced.
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The NYT reports this as “The public and markets don’t understand the danger we’re in.” Nope; people good at math will continue mathing.
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Are these like, actual experts or TV experts? HOW TO MEASURE ANYTHING says a few calibrated actual experts can get you a P90
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Senior members of the intelligence and foreign policy communities.
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