What do you guys think about the market’s reaction to the Middle East tensions this week?
Hi. Most of the geopolitical risk seems priced in for now. Unless things escalate significantly, I don’t see a major correction coming. Keeping an eye on oil and defense stocks just in case.
idk man, feels like it’s not over… like things could blow up again any time. I wouldn’t go long just yet
SPY and QQQ bounced back pretty quickly, but safe havens like gold are still up. Seems like the market’s pricing in some risk, just not full-blown panic. I’d stay cautious.
Yeah sure, “already priced in” — until someone tweets and everything tanks again. Markets are so rational, right?
Looks stable for now, I’m holding but not adding anything new.
Appreciate all the thoughts, guys. Sounds like most of you are cautious but not panicking, which makes sense. I’m thinking of staying mostly in cash for now and maybe nibbling on some energy names if volatility picks up. Let’s see how it plays out next week.
Looks like the India-Pakistan situation is getting serious again. Wonder if it’ll have any noticeable impact outside their region this time.
I’m keeping an eye on currency markets. INR and PKR might get pretty volatile if this doesn’t cool down soon.
Looks like Trump decided to cash in again, this time on the India and Pakistan conflict. The ceasefire barely lasted four hours…