Given the unknowns, investors need to decide between defence and attack. If a faster resolution arrives, the stock market will rebound spectacularly.
From the perspective of markets, the best indicator of how this war is going is by checking what has happened to the oil price.
Until the Iran war, the trend for the Australian dollar was firmly up. But it will be the duration of this war that will determine whether you should hedge or not hedge.
Not a great week for committed investors, with the Iran war with its dual threat of inflation and recession driven by a spiking oil price hot on the heels of an AI anxiety crisis of confidence, hyped up by short-seller hedge funds, all creating the best of conditions for speculators.
It’s hard to concentrate on individual stocks when some urgers are calling the Iran war the start of World War III. Today I want to look at the big picture outlook and what ETFs might be smart plays when battening down the hatches makes sense.
President Trump comes with the tag “Expect the unexpected”. While we’ve become used to Trump’s tactics in the world of money and then in the world in general, as an unusual US President, we’re now seeing his unusual behaviour playing out at war!
Uncertainty is always at its maximum when a geopolitical crisis visits not only the world but the stock market. History gives us a playbook for the short term and the long term investor. This is what I talk about in my article today.
It’s the market versus the potentially smartest guys ever in US business!
Here’s my selection of ETFs and stocks if someone came to my financial planning firm wanting me to invest $1 million.
The AI witch hunt eased up this week but the rotation out of tech into non-tech has been the dominant driver for some weeks. But it raises the question: how long will anti-tech forces prevail?
You don't have credit card details available. You will be redirected to update payment method page. Click OK to continue.