🇮🇷 vs 🇺🇸
It's clear that tensions between the US and Iran are growing. From what I've seen on X, the US has moved a fairly large portion of its military to the Middle East, including aircraft carriers. I can't predict whether it'll be the same as with Venezuela, because Iran has a much stronger military. So far I haven't made any changes to my portfolio and I probably wouldn't change anything even if the conflict breaks out. I might start making changes if the conflict drags on for a long time or escalates into something bigger, which I don't think will happen.
What's your take? Are you preparing your portfolio for this in any way?
I'm just watching it for now and don't expect it to have a major impact on stocks. It depends on how large the intervention will be.
If there is any military intervention, which unfortunately seems likely, the conflict will, in my view, have the greatest impact on oil prices. Stocks may wobble in the days following any attacks, but I wouldn't expect that to spark a long-term trend. I would have expected calm until the end of the Olympics, but they're already over tomorrow...