The End Of The War Will Be The Beginning Of Something Big

The author argues that a potential peace accord between the U.S. and Iran has driven oil prices sharply lower while Bitcoin has surged and crypto miners have rallied, partly due to improved access to processing materials. He sees the market relief as a catalyst for a sustained equity rally, urging a long bias but warning of an eventual tech bubble. He forecasts the Nasdaq (US Tech 100) could hit 10,000 within two to three years, driven by extreme valuations (e.g., 100 P/E ratios and trillion-dollar market caps). The piece highlights likely investment opportunities in energy security and infrastructure as well as the need to prepare for a possible sharp market reversal.