OIL JUST WENT NUCLEAR, HERE'S WHO WINS!
Oil surged from the $70s to over $100 a barrel as US-Iran tensions escalate near the Strait of Hormuz, a chokepoint for global crude. Goldman flagged $120 as a real possibility if this keeps up.
Who bleeds: airlines and transport (fuel costs hit fast), consumer discretionary (less spending money for everyone), manufacturers (higher input costs).
Who wins: energy stocks like XOM and CVX, higher crude means higher margins.
The bigger risk: rising oil is inflationary, and that complicates Fed rate cuts, a headwind for the broader market, not just energy-adjacent names.
This is a sector-wide, not stock-specific, event. Balance matters more than picks this week.
