Consider this, Trump and Iran’s Ayatollah team keep the war going, so what happens? This adds to inflation, so the RBA raises rates again, which will slow down our economy and inevitably hit stock prices. This is what Shane has explained in his weekend note: “The US earnings reporting season has now seen around 60% of S&P 500 companies reports with around 87% exceeding expectations. I think the AI story will prove a winner and so the crucial development for investors to watch is the Iran story. I’m positive on stocks going forward but we do need Donald Trump to pull off a deal, ASAP!