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U.S.-Iran Conflict: Not A Market Apocalypse (If Contained)

By Seeking Alpha February 28, 2026 Neutral
U.S.-Iran Conflict: Not A Market Apocalypse (If Contained)
The US and Israel have launched a major combat operation against Iran, escalating geopolitical risk and impacting global markets. The energy sector has outperformed, reaching all-time highs, and now appears overvalued amid rapid rotation from growth to value.
The US and Israel have launched a major combat operation against Iran, escalating geopolitical risk and impacting global markets. The energy sector has outperformed, reaching all-time highs, and now appears overvalued amid rapid rotation from growth to value.