Katz: Markets Historically Rebound from Conflict, MSFT & META Dips "Attractive"

David Katz says investors will pay "a lot more for stocks" after resolution of the Iran war, forecasting a bullish post-conflict repricing of equities. He argues markets historically recover quickly from conflicts and believes we are near the market bottom, implying a tactical buy-the-dip opportunity for portfolios.

Analysis

David Katz says investors will pay "a lot more for stocks" after resolution of the Iran war, forecasting a bullish post-conflict repricing of equities. He argues markets historically recover quickly from conflicts and believes we are near the market bottom, implying a tactical buy-the-dip opportunity for portfolios.