I’ve been wondering about this lately. If the war with Iran had never happened, where do you think the market would be today?
Would the S&P 500 and Nasdaq be significantly higher, or do you think the impact was relatively small compared to everything else that’s been driving the market, like AI, earnings, interest rates, and the economy?
I’m mainly a long-term investor, so I’m not looking to debate the politics of the conflict. I’m just curious how much of the market’s performance you think was actually affected by it versus how much was driven by other factors.
What do you all think?