positions: 100 shares in EIS. I would buy calls if they existed. the fact they dont exist suggests theres not too much interest in trading Israeli stocks yet which makes me think they can still run up more.
The Israeli market had already been on a massive rally, nearly doubling since the bottom during the October 2023 terror attacks. But theres more room to run. Let's take a look at the geopolitical situation of Israel.
Iran is the final big bad boogeyman Israel faces. All of their other hostile neighbours have been neutered or defeated.
Syria - previously one of their biggest enemies. Hostile assad regime was toppled and now Syria is focused on recovering from the civil war. No longer a threat.
Hezbollah: crippled by the pager attacks.
Hamas: also militarily crippled.
Iran is their last standing enemy. Once the war ends the Israeli market will go GANGBUSTERS. not to mention most of their enemies were just Iranian proxies. All of their enemies will have been defeated and Israel will emerge as a superpower.
