Iran War: One More Week Of Market Calm, Then Counting Down 100 Days To Tougher Times [Seeking Alpha]
Dow Inc. (DOW)
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I maintain a hold on the market (SPY), with heavy oil and precious metals exposure, pending clarity on the conflict's duration and impact. Equinor (EQNR), Dow Inc (DOW), and defensive stocks like KMB and KHC are well-positioned for relative outperformance if energy disruptions persist. Gold and silver remain critical safe-haven assets; I await a sizable dip before adding, given my robust current allocation. The signal for bargain hunting season may be only once we surpass the 2008 oil price record. I will cautiously, and incrementally buy beaten down stocks, while taking profits on my sizable oil sector stocks. Alones Creative/iStock via Getty Images Investment thesis. With the Iranian regime apparently having survived the initial shock of having a large swathe of its leadership now removed, it is now showing signs of resilience in fast decision-making and a willingness This article was written by Analyst's Disclosure: I/we have a beneficial long position in the share
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