Stock Markets In War, Ceasefire, Or Problematic Negotiations
David Kotok·2026-05-05·via All Articles on Seeking Alpha
Summary
As we examine what is happening with the stock market, it’s important to keep in mind that wealth in the US is increasingly concentrated, and that is a contributing factor to increased volatility.
US stock market volatility during the Hormuz Hope Rally has been dramatic.
Trading stocks in a wartime scenario is trying to do something without complete information during extreme and exceptional circumstances.
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A Volatile Period
Peter Boockvar inventoried sentiment shifts in his April 17 Substack post at the Boock Report, published before the April 18–19 Hormuz chaos news. We excerpt below:
