Ripple Effect
Where Markets Go From Here After Israel Strikes Iran
June 13, 2025 • 2 minute, 18 second read
As the saying goes: “history doesn’t repeat itself – but it does rhyme.”
While the situation in the Middle East is fresh in the news, investors are feeling a dose of deja vu fear following Israel’s strike on Iran last night.
The U.S. officially stepped aside. And markets haven’t reacted too strongly. But it’s worth asking the question. What can we expect going forward? Prior similar events provide a clue:
The real question is not “what happens next”?
Rather, the one we should be asking is ”what was the market trend before” the conflict got heated?
The U.S.’s invasion of Afghanistan in 2001 occurred during the midst of the dotcom bust. Russia’s invasion of Ukraine occurred in 2022, when the Fed started raising interest rates and the market was already trending lower.
Likewise, during Russia’s 2014 Crimea incursion, markets were in an uptrend.
Ditto early 2003, when the U.S. started its misadventure in Iraq.
With stocks in an uptrend before Israel’s latest attack, markets may still have a bit more room to run over the summer.
But from our perspective, the more fundamental issues – like out-of-control spending, endless deficits, and failing bond auctions – pose the real danger.
Those issues are only taking a back seat to the headlines for now.
~ Addison
June 15: Denmark’s Last Gasp…
The Arctic’s vast abundance of riches — shipping lanes, resources, and space ports — makes it an economic and geopolitical Holy Grail, which is why Denmark’s stewardship of Greenland must end. Greenland needs real protection. American protection. Investors, take notice… As President Trump attends the G7 Summit (on June 15), the potential exists for a bombshell announcement regarding Greenland. We mapped Greenland’s five major profit zones, which could boom any minute. |
P.S.: Paid readers who didn’t get the chance to sit in on Grey Swan Live! with John Robb yesterday, we urge you to check out the recorded version right here. John takes us behind the scenes of asymmetric warfare and the impact of AI, drones and pinpoint missile accuracy in today’s most alarming conflicts.
And, with the hard asset story getting stronger by the minute, so is our research. Andrew will be at the Rule Investment Symposium in Boca Raton on July 7-11, 2025.
The Symposium is a five-day affair featuring in-depth research from dozens of small-cap resource companies, including gold and silver mining companies – but also copper, uranium, and other critical commodities we’ve explored in-depth in our research over the past year. Click here to attend and meet your future cutting-edge resource investments face-to-face.
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