By Kenneth Rapoza, Reporter/Columnist for Coalition for a Prosperous America
The two-week cease-fire
timeline may not be reliable. Will it hold? Nobody knows for sure. Recall that
last June, Trump declared victory when the U.S. bombed an Iranian nuclear site.
On Feb. 28, Operation Epic Fury began. Some would expect the Iran war to
continue. If you believe that, you dip back into oil, invest in slower economic
growth by buying discounted large-cap stocks and avoid emerging-market fuel and
food importers. There's the "war's over" trade, and there's the
short-term scramble to trade the two-week cease-fire and buy assets that got
beaten up by the war, like airline stocks. But if the truce doesn't hold,
investors have to be ready to sell in 14 days or less. If we start from the
position that Trump wants to honor the cease-fire, then that leaves two obvious
indicators to watch: What will Israel do? And what will Iran do? [more...]
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