Tariffs, Mid-East Turmoil, Now U.S. Involvement, Yet Stocks Go Higher, Why?

Jun. 22, 2025 10:28 PM ET, , , , , , , , , , ,
(12min)

Summary

  • Despite geopolitical tensions and tariff risks, I expect stocks to reach new highs this summer, driven by resilient market sentiment and progress in trade talks.
  • Oil prices should deflate as Iran is unlikely to disrupt shipments, and ongoing tariff negotiations with the EU show surprising momentum toward resolution.
  • Inflation remains tame, economic growth is solid, and strong M&A and IPO activity are fueling bullish market dynamics.
  • I'm focusing on technology and growth stocks, adding positions in Airbnb, Rubrik, AI-related names, TQQQ calls, and Fair Isaac, seeking opportunistic buys on weakness.
  • This idea was discussed in more depth with members of my private investing community, Group Mind Investing. Learn More »

Bomb character leaning against a wall

Talaj/iStock via Getty Images

Tariffs, Mid-East War, Now Bunker Busters, Yet Stocks Go Higher, Why?

Over time, I have been chastened about making big predictions, but I think we could make new highs this Summer. What makes me go out on a

Have you ever bought a stock that everyone's saying is great, only to find you bought near or at the all-time high that stock dropped 20% immediately? What happened? By the time the average stock purchaser gets a stock idea, usually, it's already overbought. 

Instead of stale stock ideas, we have proprietary curated lists for undervalued sectors showing solid gains like Microcap Biotech, Aviation+Space, Health+Medtech, and more. Try our 2-week trial

This article was written by

30.91K Followers

David H. Lerner is an analyst with a decade of experience utilizing his professional background in software consulting and technology to identify market trends and provide long and short trade ideas. David employs a combination of technical analysis and market psychology to capitalize on narratives for outsized returns. He also utilizes “Cash Management Discipline,” a simple trading style to hedge against the volatility of today’s market climate.

He leads the investing group Group Mind Investing where he uncovers actionable trading and investing ideas nearly every day. Other features include: long and short swing trade alerts, daily macro analysis, weekly articles, and chat for community interaction and questions. Learn More.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of ABNB 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.

Recommended For You

Related Stocks

SymbolLast Price% Chg
HD--
The Home Depot, Inc.
QXO--
QXO, Inc.
GMS--
GMS Inc.
CRVW--
CareView Communications, Inc.
CRCL--
Circle Internet Group, Inc.

Related Analysis