Hear That?
Posted March 11, 2026
Chris Cimorelli
Our Paradigm colleague Chris Cimorelli is taking the reins today.
I'm heads-down getting ready for Nvidia GTC—and putting the finishing touches on something special for everyone joining us live at Tech Turning Point 2026.
More on that soon. Stay close.
If you haven’t already, check out the details for the event right here at this link.
And read on.
Hear That?
Geopolitics isn't my beat, but this one has its hands in your portfolio whether you invited it or not.
Yes, I’m talking about Iran.
The good news? The Iran conflict may be drawing to a faster end than expected.
On Monday afternoon, President Trump told a CBS reporter the conflict could be over soon, saying: “I think the war is very complete, pretty much.”
Stocks jumped on the news–although not as much as I would have expected.
This situation reminds me of last year’s tariff tantrum. A single event takes over the market’s entire consciousness. On Monday morning, April 7, a leak suggests Trump may delay tariffs. The Nasdaq swings from a negative 5% return on the day, to positive 5%. The news turns out to be fake, and settles the day at breakeven.
On Wednesday, April 9, the news became official, and the market shot up 10%.
This is why the market is “only” up 1% today. The big move won’t happen until the news is official.
Almost certainly, contradictory claims and soundbites will come out in the coming hours and days. The war is over. No it’s not. Yes it is—but we’re still bombing a few spots. Truth is a relative concept.
There’s been a lot of confusion around this conflict. I know I’m bewildered.
But, at the very least, we can say that Trump doesn’t like prolonged conflict. He has been one of the sharpest critics of America’s “forever wars.” He warned this conflict could last weeks. But maybe it won’t? Markets aren’t anticipating that.
James offered a contrarian take recently.
Here’s a snapshot of what he just told our Omega Wealth Circle subscribers:
You have to ask: what happens when the one country that presented an existential threat on not only oil but the entirety of humanity is eliminated? What will happen?
The obvious will happen.
The same thing that happened when the Soviet Union collapsed. An enormous "peace dividend" that will last at least 10 years or more will hit the global markets.
Tens of trillion dollars will be added to stock market valuations. And oil prices will collapse.
I agree with him. The difficult question is—is the regime truly dead?
The Ayatollah’s son is set to assume power. The United States just killed his father, his wife, and one of his sons.
These people won’t be easy to negotiate with—especially after you’ve wiped out their kin.
We have plenty of geopolitics experts at Paradigm Press. I am not one of them. All I know is that the mainstream story is always a distraction from the actual truth.
And what no one expects at this stage? A collapse in oil prices, like James said. And radically higher stock prices.
A confluence of factors is about to create enormous tailwinds for stocks in 2026:
- One way or another, the Iran conflict will end. Oil prices spike during war. When they collapse, stocks catch a bid and end up way higher a year later. See: 1980, 2008, and 2022.
- NVIDIA’s GTC conference is next week. (Paradigm will be there, and we’re going LIVE after the event. Details here.) The premier AI event of the year, and NVIDIA is launching its third-generation AI chip, designed for the next stage of the revolution: robotics and automation. This is catnip for investors.
- Kevin Warsh. The new Chairman of the Federal Reserve assumes his position in two months, and James anticipates he will cut interest rates faster than most analysts are expecting. He has, after all, been very critical of the current leadership.
The bottom line? I’m placing my bets now.
In a risk-on environment, there’s ONE sector of the economy that catches a massive bid where you can make years' worth of gains within months, even weeks.
Some of you have seen this already.
If not, I urge you to learn about our #1 wealth building strategy for 2026, and how you can start with as little as $500.