Jessica Morgan
214 posts

Jessica Morgan
@foryouShadow
Trader first, analyst second. I follow price, not hype. Stocks, options & futures. Risk management is key!


The macro picture has changed. The Iran war severely damaged energy infrastructure, and repairing it could take years. Even if Hormuz reopens, things will not return to normal anytime soon. Prepare for years of high inflation. Forget rate cuts. A sharp rotation out of overvalued AI stocks and into gold, silver and commodities would not surprise me at all. Israel will not stop until the Iranian nuclear threat is eliminated. Iran also turned out to be much stronger than expected. This war could last far longer than markets expect. $GLD $SLV $GDX $SIL $XLE $XOM $CVX $OXY $LMT $NOC $RTX $MU $AMD $NVDA $QQQ #gold #silver #inflation #oil #stocks #commodities



























