How to trade the Iran war uncertainty
The Investment Committee debate how to trade this market with the Iran War uncertainty looming over stocks.
The Investment Committee debate how to trade this market with the Iran War uncertainty looming over stocks.
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Big Tech stocks came under pressure this past week as investors pulled back from some of the market’s biggest artificial intelligence winners. Higher bond yields, renewed inflation concerns, and sector-specific developments all added to the move lower.
The sell-off left the “Magnificent Seven” with more than $850 billion in erased market value over five trading days.
» Read more about: Magnificent Seven Stocks Lose $850 Billion as Big Tech Sell-Off Deepens »
JPMorgan pushed back emphatically on expectations of potential interest rate cuts in the back half of this year.
According to the bank’s head strategist, Oksana Aronov, we’re unlikely to see aggressive tightening in monetary policy, with economic growth sluggish and risks creeping up under the surface.
“The bar for hikes is quite high,
» Read more about: JPMorgan delivers blunt message on interest rate cuts »
SEC Commissioner Hester Peirce is indicating an openness to work with Wall Street on emerging exchange-traded fund products tied to cryptocurrencies and tokenization.
“We want to work with people on new products,” Peirce said during an exclusive interview this week with “
It was the week that may have marked the end of the market’s “Trump put.”
Dealing with whiplash and conflicting messages about a potential peace deal with Iran, investors dumped stocks to cap off a volatile week. Oil continued to churn higher as Donald Trump’s reassurances failed to calm nerves.
» Read more about: 3 jarring stats from the stock market's worst week of the Iran war »
» Read more about: S&P 500 Tech Valuation Compression Hits Seven-Year Low in 2026 »
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Leo Nelissen is a macro-focused equity strategist and long-term investor with more than a decade of experience on Seeking Alpha,
» Read more about: Energy Is My Favorite Sector – I'm Getting Ready To Buy It On Weakness »
In this video, I will talk about Nvidia (NVDA 2.13%), the recent GTC news, and explain why the market is wrong. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of March.
» Read more about: Investors Are Completely Wrong About Nvidia Stock »