Gold

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This isn’t just another strike — this is serious. And yeah, it’s going to hit the markets hard.

Oil is going to spike. It already is. If the Strait of Hormuz gets blocked or threatened, we could easily see prices go above $100.

Gold is going up too. It’s the safe haven when fear is real. This isn’t about technicals — it’s about capital flying to safety.

Now tech stocks… they’re going to feel it. If oil keeps climbing, inflation gets pressure, and with that, rates stay high. Nasdaq could take a hit — especially the names that are overstretched.

Defense stocks will probably fly. We’ve seen what happens with LMT, RTX, NOC in this kind of setup.

I don’t think this gets resolved in a couple of days. And if China or Russia get more involved, things could escalate fast.

This week, I’m focused on oil, gold, and defense.
Staying cautious — but not blind.

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