The Unpriced Peace Dividend: What an Open Iran Means for Global Markets
April 6, 2026 | TL;DR Iran has 208 billion barrels of proven oil reserves and the world’s second-largest natural gas reserves. Forty-seven years of sanctions have kept most of it offline. James Altucher and Iranian-born investor Kiana Danial argue that regime collapse would trigger a peace dividend larger than the one that followed the Soviet […]
How the $8.8 Trillion AI Spending Boom and Iran Conflict Impact Your Portfolio
The American Spending Boom, the Great Rotation, and What the Iran Conflict Means for Your Portfolio TL;DR The U.S. is in the middle of a massive business investment cycle. Announced private and foreign investments have reached roughly $8.8 trillion, driven by artificial intelligence infrastructure and domestic manufacturing. The stock market is broadening. The equal-weight S&P […]
Should You Sell Because of Iran? 95 Years of Data says, No.
Published: March 3, 2026 | Red Bank, NJ TL;DR The U.S. and Israel struck Iran on February 28, 2026, killing Supreme Leader Khamenei and 40+ senior officials. Stocks dipped, oil spiked, gold hit $5,400/oz. But 95 years of market data show that geopolitical crises produce buying opportunities—not reasons to sell. Manufacturing is expanding (ISM PMI […]
