As the war in Iran triggered widespread macroeconomic uncertainty, stocks like Sandisk, Lumentum, and Dow rose anyway.
Source: https://www.barrons.com/articles/best-and-worst-s-p-500-stoc…
Microsoft stock has rarely been this cheap over the past decade. Meta Platforms’ spending is coming under scrutiny by investors.
The US-Iran war has sent shockwaves far beyond the “Strait of Hormuz”, landing squarely on Wall Street. As the conflict continues, the global economy faces a dual-threat environment: rising energy costs and a massive pivot toward defense spending.
The commodity complex is in a structural bull market, and capital should be flowing away from the companies desperate for commodities and towards those who have them, argues Jeff Currie.
