About the Iran-US issue: Trump's just throwing a lot of lies and hyperbole here and there to muddle the truth about the hole he dug for himself (and to which, he is dragging the world into). But for now, I think the markets just have to do what it has to do -- thrive and trade. A "cautious optimism" would be the appropriate way to describe how the market is responding to the oil and geopolitical crisis we have now.