Allies are lining up behind Trump to open the Strait of Hormuz — cue the media fury

How investors should think about oil and stocks in the Iran war – in 3 simple steps


The Iran war is stoking investor fears of a widening conflict, a 1974-like energy crisis, a global recession and the demise of this bull market. But between all the fires and explosions, it will pay to keep a cool head.

War’s human cost is horrid. But capital markets are cold-hearted. Regional conflicts – however tragic – never faze stocks or oil prices for long.

Their trajectory follows a simple, three-step pattern: 1) Volatility and oil prices surge ahead of the conflict as saber-rattling raises uncertainty, 2) Initial fighting further gooses volatility and prices as markets digest worst-case scenarios, then 3) Stocks begin to rally – well before the fighting stops – as investors fathom the conflict’s limited and temporary economic footprint, realizing that global growth isn’t stopping, after all.
https://nypost.com/2026/03/23/business/how-investors-should-think-about-oil-and-stocks-in-the-iran-war-in-3-simple-steps/