How Retail Investors Should Position Themselves in Market Chaos

The war in Iran is challenging recent narratives on investing
Cargo vessels offshore near the port of Barcelona, Spain, on Thursday, March 5, 2026. Spanish Prime Minister Pedro Sánchez said he won’t yield to threats over his objections to the US and Israeli war in Iran.Photographer: Angel Garcia/Bloomberg
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You know not to panic. But how do you position now?

That’s the question investors have been asking amidst the unsettling conflict in the Middle East. It sent shockwaves through the market this week, and has been testing investment theses across sectors and assets classes. Oil spiked. The dollar surged. Stocks in some industries plummeted, others soared, all while the S&P 500 remains effectively unchanged since the start of the year.