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LongPort - Ginger
Ginger

What should we start buying in the US stock market next week?

The US and Iran are at war, what to buy when the market opens next week? Almost everyone is saying: buy oil, buy gold, buy defense stocks. But no one tells you: hedge funds' net long positions in crude oil are at a 22-month high, gold has risen for 7 consecutive months, reaching a historical high of $5,278, and the defense sector has already risen 17% to 34% year-to-date. Smart money had already positioned itself before Friday. The price you can buy at Monday's open is the price they are willing to sell to you. In 2020, when the US killed Soleimani, oil prices jumped 4% on the first day, only to give back all gains within a week. In June 2025, when Israel struck Iran's nuclear facilities, oil prices rose over 12%...

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