Geopolitical conflict means less to the markets than individual investors, says G Squared's Greene

Market Recovery & Geopolitical Impact - The markets have recovered all losses since the beginning of the conflict between Israel and Iran [1] - Geopolitical conflict means less to the market than it does to individual investors [8] - The market operates on how are things today relative to what was expected a couple of days ago [2] - Likelihood that everything's going to turn out okay is a fantastic way to invest in this market [9] Market Valuation & Earnings - S&P is trading at 23 times 2025 earnings [5] - Very moderate expectations for Q2, with about 4.9% expected earning growth [6] - The market is in a bull market and is expected to hit new highs [6][7] Investment Strategy & Market Sentiment - Large institutions are still a little bit underinvested [4] - The technology theme is working again [4] - Investors need to sit on their hands and not knee-jerk if they get some bad news [9]