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Are Investors Becoming Immune to Iran War Headlines?
Markets have been hitting fresh highs even as the Iran war grinds on, and this morning I ask the question that Bloomberg was asking last week: are investors simply becoming immune to the headlines? This week is also one of the biggest earnings weeks of the quarter with names I personally own all reporting, including UNH, RTX, CB, LRCX, BX, and LMT. I walk through what I am watching in each of those prints. I also flag Samsung, SK Hynix, and Micron as names that require real homework before entering right now, and touch on AppLovin, Palantir, and several ETFs on my radar.
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