A White House eager to end the war in Ukraine could hardly fail to see the attractions of bringing Russia in from the cold. But how big would the peace dividend actually be? https://t.co/ABSffzDSQ5 ...

A White House eager to end the war in Ukraine could hardly fail to see the attractions of bringing Russia in from the cold. But how big would the peace dividend actually be? https://t.co/tsGTDnhStAIllustration: Alberto Miranda https://t.co/S20tX5jByS ...

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]