The US-Iran war is escalating and naturally raising concerns of geopolitical and economic fallout.
- but while risk appetite falls around war
- US economy historically net stronger due to spending, hence, upside to EPS
In short, pullbacks are buyable
Good talking to
@MorganLBrennan on
@CNBCMorningCall
@FundstratDirect @FundstratCap @bitmnr
$BMNR $BMNP
Markets weigh geopolitical risks, defense spending and tech opportunities