For the markets, it's not just the war in Iran that investors should be focused on.

As much as the price of oil is extremely important to the economy and the markets, we also have a credit market that is experiencing growing stress.  We also have headwinds surrounding the profitability of the AI industry.  Therefore, the upside potential for the stock market is limited and stock selection & sector selection will be critical going forward.  We cover these and other issues this week...including which stocks/sectors should outperform going forward.