Corporate earnings estimates have been rising steadily throughout the recent geopolitical conflict.

Oil traders believe it will take months, not weeks, for traffic through the Strait of Hormuz to normalize, even in a best-case scenario.

A Saudi pipeline, which serves as an alternative to the Hormuz Strait, was bombed.

The Unhedged newsletter believes investors are underpricing the risk that sustained high energy prices will increase inflation and reduce economic growth.

Robert Armstrong believes Microsoft has an extremely durable competitive position in the American economy, making it a difficult company to bet against.

Microsoft is currently trading at 20 times earnings, a valuation level it has not seen in a long time.

Economists suggest the U.S. economy can tolerate oil prices up to $140 per barrel, but becomes highly sensitive to prices above that level.

The mid-cap stock index is trading at a massive discount relative to the S&P 500.