Since 1953 This Is How The S&P 500 Has Performed After A Major Geopolitical Shock

The author reiterates a buy recommendation on S&P 500-tracking assets, citing a >3.5% rebound since the Iran conflict and a historically strong three-week rally. Fundamentals support the view: expected earnings growth above 15%, tech sector P/E falling from ~40x to ~20x, and insider buying at 15‑year highs. The author sets an S&P 500 target of 7,778 by end‑2026, arguing that cheaper tech valuations and robust earnings underpin further gains. Key risks noted are ongoing geopolitical uncertainty, persistent inflation that could limit rate cuts, and some metrics remaining historically pricey. The combination of price momentum and improving fundamentals is presented as likely to drive continued inflows into index-tracking ETFs (e.g., IVV, SPY, VOO, IWM, DIA), supporting further upside for the US large-cap market.