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How to think about the Iran war — and what it means for oil and stocks
New York Post ^ | May 25th 2026 | Ken Fisher

Posted on 05/26/2026 3:12:22 PM PDT by Jacquerie

Yes, an end to the Iran war remains elusive – but that doesn’t mean investors should wait around for it.

What if talks fail? Won’t inflation skyrocket? Shouldn’t I wait for this to pass before buying stocks? Those are key questions I have been getting as this conflict drags on. They’re understandable, but they’re also expensive.

Since my March column, America “double blockaded” the Strait of Hormuz. Yet little changed. The US blockade only affects Iranian exports and imports. Iran’s oil went mostly to China which, by the way, had stocked up beforehand.

Meanwhile, Strait workarounds proliferate. Saudi Arabia’s East-West pipeline exports were under 800,000 barrels per day pre-war. Now, they’re over 5 million. Abu Dhabi’s Fujairah Port exports jumped 40% in March to 1.6 million bpd. Both let Gulf oil circumvent the Strait.

Non-Gulf energy producers also are pumping more. April US oil exports hit all-time records. Venezuela is ramping up shipping. Countries reliant on Qatari natural gas – like South Korea and Italy – are buying more from America and Australia. Asian nations are refiring coal power plants. Shortages will be short-lived.

Why shouldn’t you wait to own stocks until after all the chaos cools? Because markets never wait for clarity. Consider 2022. US stocks bottomed in October. The Ukraine war continued to rage. US inflation was 9.1%. The Fed was hiking rates. Gloom reigned. But stocks pre-priced a better future – long before most people fathomed it. Just as they did with COVID and after last year’s tariff shock.

It is happening again. Stocks’ return to all-time highs isn’t fake. This is how rebounds look. Stocks rise before emotions calm. Fear is costly for seekers of clarity.

(Excerpt) Read more at nypost.com ...


TOPICS: Business/Economy
KEYWORDS: energy; iran; kenfisher; newyorkpost; oil; stocks

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1 posted on 05/26/2026 3:12:22 PM PDT by Jacquerie
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To: Jacquerie

Oddly, I will never ask a new yawker what to think about anything, ever.


2 posted on 05/26/2026 3:24:48 PM PDT by doorgunner69
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To: doorgunner69

<>Oddly, I will never ask a new yawker what to think about anything, ever.<>

What are you talking about?


3 posted on 05/26/2026 3:35:56 PM PDT by Jacquerie (ArticleVBlog.com)
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To: Jacquerie
It got off to a right start. Then came false promises of liberating the Iranian people.

Now the USA is more focused on setting up retirement annuities and 401K for the mullahs and butchers.

Either kill all the mullahs and come home, or chalk up another failed American foreign adventure.

4 posted on 05/26/2026 4:48:37 PM PDT by Governor Dinwiddie ( O give thanks unto the Lord, for He is gracious, and his mercy endures forever. — Psalm 106)
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To: Jacquerie

Fisher spends multiple millions on advertising his firm and the message is always the same—THERE HAS NEVER BEEN A BETTER TIME TO BUY STOCKS—WE WILL GUIDE YOU INTO RICHES.


5 posted on 05/26/2026 4:50:04 PM PDT by Sicvee (Sicvee)
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To: Sicvee

On average, ten percent annual stock market returns for the long term investor.

Doubling every seven or so years.


6 posted on 05/26/2026 5:19:07 PM PDT by Jacquerie (ArticleVBlog.com)
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To: Jacquerie

Your source was a new yawk propaganda outlet.

That is essentially a foreign country to me.


7 posted on 05/26/2026 5:57:07 PM PDT by doorgunner69
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To: Governor Dinwiddie

“Then came false promises of liberating the Iranian people.”

Please cite a source for that claim ...


8 posted on 05/26/2026 5:58:32 PM PDT by TexasGator (1&1)
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To: Jacquerie

Is this all a hoax to get people back into EVs?
Trump, we got all the oil so F yeah Americans will be paying $4+ a gallon.


9 posted on 05/27/2026 9:51:44 AM PDT by Harpotoo (Being a socialist is a lot easier than having to WORK like the rest ewish:-)of US;-))
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