10/03/2026
Markets were shaken this week. But should we be?
In his latest Science of Wealth article, Samuel Rhee cuts through the noise around U.S.-Iran tensions, surging oil prices, and the spike in market volatility and reminds investors to look beyond the headlines.
Here's what the evidence actually tells us:
๐ History shows geopolitical shocks rarely derail markets over the medium to long term. Across 40 major events over 85 years, the S&P 500 lost just 0.9% in the first month after a shock โ and gained 3.4% over the following six months.
๐ข๏ธ The real risk to watch isn't the conflict itself โ it's the second-order effect on oil supply. A sustained disruption to the Strait of Hormuz could push crude into triple-digit territory, reignite inflation, and force central banks into a higher-for-longer stance.
๐ค But perhaps the bigger story is the structural repricing of AI. The "SaaSpocalypse" of early 2026 has already erased nearly US$1 trillion from U.S. software stocks โ a shift that may matter more for portfolios than any four-week oil disruption.
Amidst this panic, the prescription is unglamorous but time-tested: stay diversified, resist the urge to time markets around headlines, and remember โ the cost of missing the recovery almost always exceeds the cost of enduring the drawdown.
๐ Read the full article: https://sg.endow.us/3MXeQZQ
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AI bubble fears and the US-Iran conflict have sent tremors throughout the market in March 2026. Examining through the Science of Wealth lens, hereโs what the evidence says investors should do.