The Commodity Sector Might Be Worth a Gambit Here

It’s fair to assume a potential war with Iran will provide shock value enough to jimmy up the prices of your favorite commodities.

The areas of the market most likely to benefit from a new war is as follows:

Defense contractors
Shipping/Tankers
Risk averse consumer staples
Oil and Gas stocks
Oil Refiners
Steel/Aluminum
Gold/Bitcoin

This is a classic war portfolio, one that did very well at the onset of the Russian-Ukrainian war. For the better part of the past 4 month, tech has led the way — specifically large capped. Whilst that may still be the case going forward, it’s worth taking a shot, I think, with something specific like this — if only for a short while.