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After all the top officials in Iran were killed on the 28th of the month, Iran entered doomsday mode, and the market already gave a lesson yesterday. Oil prices surged 13% in a single day, gold hit a new high, and US stock futures opened lower.
A blockade of the Strait of Hormuz means about 1/5 of the world's oil cannot be shipped. Energy costs rise, inflation expectations increase, the Federal Reserve's rate cut expectations are pushed back, and stock market valuations come under pressure.
So, our goal is to profit from this war — by predicting when it will end.
If the war ends early, gold and oil will quickly fall back.
If the war continues for two or three months, the military industry sector will surge, and high oil prices will ignite inflation, causing all tech and growth stocks to crash.
Therefore, we need to pay attention to this critical timing, as it determines our investment direction!#美伊局势影响