3 ideas from this batch

Iran ceasefire collapses, oil supply squeezed — long defense contractors

The collapse of the Iran ceasefire immediately triggered a 5%+ surge in oil prices, while simultaneously pushing investors into defense stocks like Lockheed Martin and Northrop Grumman. Usually, a single geopolitical event might cause a sho

Oil keeps surging on Iran collapse and Russia diesel ban — double-supply-shock play on Exxon and Chevron

The US declaring the Iran ceasefire 'over' and striking 80 sites immediately disrupted one of the world's most critical shipping routes, pushing oil past $75. Hours later, Russia announced a ban on diesel exports after Ukrainian drone attac

War and inflation are back — defense stocks and rate-hike fears point to a quiet gold setup

Three forces are converging at once. First, the US-Iran ceasefire collapse has sent defense stocks like Northrop Grumman and Lockheed Martin sharply higher as war fears escalate. Second, Ed Yardeni — one of Wall Street's most followed strat