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As oil prices go up, Boeing goes down. Maybe consider at $200.

He compared crude oil futures and CPI US charts. When oil rises, so does CPI and both decline together. Now, the US-Iran is a maor inflationary factor. Add to that less globalization as Trump tariffs the world. The new US base inflation rate will be higher than the targeted 2.0%, like 2.5-3%. It will be tough to reach 2%. The street bets that there's a 51% chance that the Democrats will win the Senate, though likely the Dems will take the lower House without problem. He predicts Trump will stop Iran from having nuclear weapons, which could be ugly but temporary. He's looking at the the WAR and JEDI and XAR ETFs for defence as trades. In a lame desk presidency, Congress will spend less and slower economic growth. This is positive to manage the deficit, help interest rates to decline and for bonds, more than for stocks.