Why I'm Not Betting On An Energy Crisis Crashing The Market

JR ResearchInvesting Group LeaderFollow5ShareSavePlay(12min)Comments(7)SummaryThe current US-Iran conflict has not yet triggered a worrying energy crisis, with Brent crude's rally remaining contained and markets not pricing in worst-case scenarios.Strait of Hormuz shipping has stalled, but oil and LNG markets began the year with a glut, and price action remains below 2022 crisis levels.Energy sector equities have already re-rated, with XLE's forward earnings now on par with the S&P 500, limiting further relative upside.US equity markets remain resilient, driven by AI-led productivity gains and technology insider confidence, mitigating stagflation fears despite energy market volatility.Looking for a helping hand in the market? Members of Ultimate Growth Investing get exclusive ideas and guidance to navigate any climate. Learn More » Getty Images The US-Iran War Hasn't Spurred An Energy Crisis Yet We are barreling into the second week of the ongoing conflict between the US and Israel against Iran. At this moment, it doesn't seem like the war is stopping anytimeThis article was written byJR Research47.01K FollowersFollowJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. My picks have consistently demonstrated market outperformance over time. My approach combines timely and sharp price action analysis with fundamentals as my foundation. I also tend to avoid overhyped and overvalued stocks while capitalizing on battered stocks with significant upside recovery possibilities. I run the investing group Ultimate Growth Investing which specializes in identifying high-potential opportunities across various sectors. My main ideas revolve around stocks with strong growth potential, and also well-beaten contrarian plays. I designed the group for investors seeking to capitalize on growth stocks with solid fundamentals, robust buying momentum, and appealing turnaround plays to generate alpha consistently. Learn moreAnalyst’s Disclosure: I/we have a beneficial long position in the shares of XLK, QQQ, SPY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.