War Is Not Over Here's What Happens to Stocks and Crypto Now
The peace talks failed.
Twenty one hours of negotiations. No deal.
The Strait of Hormuz stays shut.
Oil stays high. Inflation stays hot.
Here's how markets react from here.
Stocks get crushed first. Higher oil means higher costs for every company. Airlines. Shipping. Manufacturing.
All getting squeezed.
Earnings will drop. Guidance will get cut.
Tech stocks are most vulnerable.
High growth needs cheap capital.
Cheap capital is gone.
The Nasdaq will lead the way down.
Defense stocks go up. Lockheed. Northrop.
RTX. War is good for their business. Oil stocks stay strong too. Higher prices mean higher profits.
Crypto gets hit the hardest. Bitcoin is still a risk asset. When liquidity tightens, risk assets get sold first.
Expect another leg down below $70,000.
Maybe lower.