Market Talk
An extension of the ceasefire has been granted while Iran attempts to assemble a cohesive leadership team willing to negotiate with authority while convincing Washington it is serious and compliant on key points. That may prove easier said than done.
This back-and-forth diplomacy is becoming part of the new normal. The standoff may continue until patience runs out, while being tested on the edges by continued conflict.
Markets can learn to live with tension faster than people think.
In stable times, investors refocus on earnings potential and growth.
Stock Talk
Headlines continue to swing between ceasefires, delays and threats, yet parts of the market seem to be returning to normal trading.
Gold and silver remain in strong longer-term trends, even while short-term reactions still shake the miners. A small dip in the metal is made to feel big by the headliners, only to look trivial after the traders shake out.
Select tech names such as GlobalFoundries Inc (GFS), Intel Corporation (INTC), and Navitas Semiconductor (NVTS), along with quality miners such as Kinross Gold (KGC) and Hecla Mining (HL), may continue to draw interest as markets adapt to this new normal.
Another watch name may be AeroVironment (AVAV). Its drone, counter-drone, and LOCUST laser programs keep it tied to an active defense theme. After a strong run, this may be an average-in story using very small share counts over time, or simply a test of the notion with a starter position.
This new normal may run on, bringing both volatility and opportunity. Maintain a solid level of dry powder, especially when anything can happen—and often will.
Stay Watchful.
- Jones Report
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More later so ....Stay tuned, if you dare!
For now, we close by noting that any view on the market and stocks on any particular day may change in the days to come. That is why we watch and see how our views match up with reality. Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor.
All in all - we use the word maybe "some", not "too much" and play it accordingly. Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside our control. So, we try to -stay aware.
With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.
