Overview

athan Rothschild, students of history may recall, once advised buying “on the sound of cannons”. The British financier may well have been right about the current conflagration in the Middle East as a brutal market meltdown this week abruptly reversed on two words from the US President. The two-week tit-for-tat with Iran, he said, was “very complete”.

Few seem to believe this to be the case. Iranian officials have described the comments as “nonsense”. Australian aircraft are headed to protect Gulf states. The Israeli military struck targets in Tehran.

Source: https://www.afr.com/markets/equity-markets/the-bull-case-for-investing-in-war-is-alive-and-well-20260310-p5o8zi