Markets appear to have settled after the escalation of tensions between the US and North Korea last week subside.  Thankfully the tensions did not worsen over the weekend.

Strong economic fundamentals under-pinning recent strong market increases are still there, hiding behind the scenes, despite geopolitical uncertainty.

One of my concerns is that after a nine year bull run and with years of excessive institutional ‘tinkering’ to keep the economic train on track – may be the train  is finally running out of steam. I am worried that the meteoric rise of the ‘markets’ will be ‘checked’ at some point. Surely these high valuations cannot be sustained for very much longer – can they?

Are the markets due a natural correction soon regardless of geopolitical tensions – what will the catalyst be I wonder and will the train de-rail?