Andrew Horowitz of The Disciplined Investor breaks down the market's reaction to Iran… and some of his favorite ideas right now. Plus, rising inflation… Earnings season… The private credit crisis… AI spending… And is Musk intentionally tanking Tesla (TSLA)?
The market just delivered one of its most extreme moves in years. But it wasn't driven by fundamentals. Here's what caused it, what it signals about expectations, and how investors should position from here.
Is Iran planning to reopen the Strait of Hormuz? Plus, the Artemis II… Trump's address to the nation… Ely Lilly's (LLY) GLP-1 pill… Don't bet against Tesla (TSLA)... Private equity pain… AI-driven layoffs… And CoreWeave's (CRWV) historic deal with Meta…
Nike (NKE) is tanking—is it time to buy? Plus, the market's historic move… The Strait of Hormuz… Carnival's (CCL) credibility problem… This commodity is about to skyrocket… And OpenAI's valuation surge.
U.S./Iran ceasefire talks—and why Trump NEEDS a resolution. Plus, how the Clarity Act drove Circle's (CRCL) plunge… Agentic AI is coming for big banks… And Disney (DIS) just blew its OpenAI partnership.
Iran is painting President Trump into a corner. Plus, from fertilizer to oil: these stocks will soar as the Iran conflict drags on… A sporting goods stock to buy—and one to avoid… And an AI infrastructure play with incredible growth.
Is it smart to invest during the Iran conflict? Plus, how hedge funds amplify oil volatility… Oracle (ORCL)... Wrap Tech (WRAP)… The AI power crisis… Lessons from Jim Cramer… And a uranium stock that could easily surge over 250%.
The escalating Iran conflict is disrupting global energy markets—but the ripple effects extend far beyond oil. From airlines to agriculture, several sectors are already reacting. Here's what investors should know as the situation unfolds.
War with Iran: Why all eyes are on the Strait of Hormuz… And why U.S. producers will benefit. Plus, should you buy stocks during a war? … Block's (XYZ) layoff… Private equity… The betting markets… And Tesla's (TSLA) upgrade.
