During periods of geopolitical strife, it's common for investors to turn to defensive sectors, such as consumer staples and utilities. That's conventional wisdom, and it often works -- until it doesn't. The conflict in Iran is an example of that wisdom being rejected. These days, it's almost impossible to watch the news or scour the internet without seeing updates on the currently shuttered Strait of Hormuz. Many of those headlines pertain to the strait's status as the shipping lane for 20% of the world's ...