Sep. 11 at 7:26 AM
$ASML $NVDA $BTC.X
$MSFT $ICP.X Watching the images of 9/11 again while following the war with Iran makes one thing painfully clear: geopolitics shapes our world far more deeply than most investors realize.
For decades, the Middle East has been shaped by a struggle over power, security, ideology, energy and strategic trade routes. Oil is an important lever, but the deeper issue is influence: who gets to shape the regional and ultimately the global order?
The tragedy is that ordinary people ultimately pay the highest price.
For investors, the lesson is clear: wars can influence oil prices, inflation, interest rates, government spending and supply chains for years.
It is incredibly sad to watch history repeat itself in different forms. But understanding what happens beneath the surface is essential for understanding where markets may be heading.
