President Trump says the Iran war will end soon, though — looking at Lockheed Martin shares — traders are not buying it.
Everyone knows Trump is trying to protect the military industrial complex, banks and fossil fuel-equities.
I kinda get the argument that Lockheed and its violence-deploying friends are rising not just because of the war, but also because weapon stocks will need replacing.
But …and traders are not understanding this … the world just might get new priorities over the next few months and years.
Yes … it is possible that “woke” will stage a comeback.
I reckon Trump might ALSO right now be trying to use the war to protect giant US tech stocks later this month in what’s left of the world’s multilateral system.
Once this super-important WTO negotiation on digital tariffs is done at the end of this month, so the war will end …in my opinion.
Even if the moratorium on digital tariffs is lost and that looks somewhat likely (see below), Trump can argue he “gave it a good go” and tried to extend the big-tech joy.
The magnificent 7 etc do not deserve WTO protection via the moratorium of their digital and data revenue and profits, any more. They have abused it for nearly three decades (since 1998).
For context— I published this Feb. 26:
https://carrzee.org/2026/02/26/why-google-gemini-says-tech-stocks-could-crash-next-month/
And see this, from March 9 …just “might” …what do you think? please comment:
Meta is doing bad, for example:
(more to come)