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Stansberry Digest

The Comeback Story Nobody Wants to See

A different day in the market... Weighing the consequences of war... The Fed is back in the picture... 'Higher for longer' is making a comeback... Has anyone seen Kevin Warsh?... Jensen Huang's latest prediction... AI-proof fortresses...


Oil up, stocks up...

That's a different picture from what we've seen for much of the past two weeks. Oil prices initially spiked as war broke out in Iran, while bond yields rose and stocks sold off.

But today, hundreds of oil tankers remain parked in the Persian Gulf, and oil prices rose around 3%. Yet bond yields actually fell some, and the major U.S. stock indexes were up across the board. Energy stocks led again, but most major S&P 500 Index sectors were higher.

If you're optimistic, this is perhaps another "less bad" sign to note in the market... Some investors imagine progress toward some kind of resolution in the immediate conflict, as more top Iranian

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DailyWealth

When Oil Spikes, Buy Stocks

Geopolitical uncertainty is rearing its ugly head once again. But this time, it's a screaming buy signal for U.S. stocks...On February 28, the U.S. and Israel launched the first of a series of strikes on Iran. The initial attack took out Iran's supreme leader and other key officials. Iran retaliated with strikes of its own across the region. And the situation continues to escalate.

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You Have Four Minutes to Save Yourself

On a relaxing Sunday afternoon, the most protected man in the world found himself in a sudden life-or-death battle – right inside his own private quarters...President George W. Bush was enjoying the NFL playoff game on TV, with a snack in hand. And then the attack happened...

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Episode 456: Here's the Risk Investors Are Ignoring

In this week's Stansberry Investor Hour, Dan welcomes Cullen Roche back to the show. Cullen is the founder of portfolio-management firm Discipline Funds. He is also the author of several books, his most recent one titled Your Perfect Portfolio.Cullen kicks things off with his thoughts on market uncertainty due to the Middle East conflict. He believes that volatile oil prices (and other commodities) will have an impact on the market. Additionally, he says that the U.S.'s attacks could prompt an escalating confrontation with China – where the latter decides to invade Taiwan and seize control of Taiwan Semiconductor Manufacturing (TSM), the world's largest semiconductor producer. And he expresses his desire to see a freer market unhindered by tariffs...

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Whitney Tilson's Daily

The sell-off in software stocks is creating wonderful investment opportunities

The stocks of software companies have been clobbered so far this year...This has been primarily due to fears that artificial intelligence ("AI") will displace their products for a large number of customers.

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