Dave Nod
About
Independent financial analyst and ETF expert; writes for naughty.com (likely nourse.com or similar); co-host of Click Beta podcast
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Claims by Dave Nod (2)
The geopolitical shock of the US military operation against Iran over the weekend (bombing campaign) should have spiked oil and VIX and crashed the S&P 500, but instead the opposite occurred: oil fell 10%, VIX crushed back down, and the S&P rose 2.5%, demonstrating that headlines no longer drive market repricing.
The US will not face an anti-American trade movement or comeuppance on the international stage in the near term, because the US holds structural advantages (capital markets, military, political stability) that make it the default destination for global capital seeking safety and growth, regardless of valuations.
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