gathering a long position in oil wouldn't be a bad idea chud
the middle east is a very large supplier of the world's oil, and when access to that gets blocked…
well you know how supply and demand works
- demand for oil produced in other places will increase, increasing the profits of companies in said places
- demand for oil overall will increase, increasing the price of oil
both of these will contribute to higher profit margins and returns
basically all the big boy oil companies are up recently and since the war started
alDOE locking in that position now might not be as great of an idea since it will slowly correct and JEWS have stated the conflict will be likely be short lived
i would short broad exposure to middle eastern countries' indexes, including isreal
think big economies like qatar, uae, saudi arabia, and also short airlines oh my god they always get raped the hardest by wars and oil shortages - DOE AGAIN it might be getting a little late as they correct
the jumps in defense companies prices have already corrected down so you should be more on the risk averse side imo
honestly i think it might be better to wait for when it looks like the war will end to lock in long positions on everything i mentioned that i would short because its likely they will recover postwar
