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Which Market Event Was Bigger: The DeepSeek AI Shock Or T...
2026-05-05 · via All Articles on Seeking Alpha

Summary

  • The DeepSeek AI Shock was the bigger market-shaking event.
  • Because 30 March 2026 turned out to be the bottom of the Iran War geopolitical event as measured by stock prices.
  • The S&P 500 has since proceeded to charge higher, reaching new record highs.

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Ironman is the alias of the blogger at Political Calculations, a site that develops, applies and presents both established and cutting edge theory to the topics of investing, business and economics. We should acknowledge that Ironman is either formerly or currently, and quite possibly, simultaneously employed as some kind of engineer, researcher, analyst, rocket scientist, editor and perhaps as a teacher of some kind or another. The scary thing is that's not even close to being a full list of Ironman's professions and we should potentially acknowledge that Ironman may or may not be one person. We'll leave it to our readers to sort out which Ironman might behind any of the posts that do appear here or comments that appear elsewhere on the web!