Our thoughts go out to those affected around the world
Before we talk about markets, it’s worth recognizing the obvious: war is, first and foremost, a human tragedy. The loss of life, the fear, and the uncertainty endured by millions of people far outweigh any financial ripple. It’s a stark reminder that behind every headline are lives permanently changed—something no chart or market metric can ever fully capture. We, here at Delphi Advisers, are hoping for an expedited and humane end to this conflict, sparing as many lives as possible.
Market reaction to Iran strikes
After a weekend that saw the United States and Israel launch coordinated strikes on Iran, an escalation that has markets waking up edgy and global headlines screaming. As far as we can tell, the primary market concern surrounds the potential sustained disruption around the Strait of Hormuz, a narrow waterway off of the coast of Iran that facilitates approximately 20% of the worlds daily oil supply flows. Could this be a long term problem? Of course! A sustained disruption would likely result in increased energy prices which may contribute to producer and, ultimately, consumer price increases. However, the likelihood of a long term oil supply constraint pushing the world into recession or even some type of stagnation is very low. Today’s selloff is the kind of moment that tests investors’ nerves far more than it tests the global economy or market’s long‑term trajectory.
As history repeatedly shows, markets digest geopolitical shocks far faster than the news cycle does. The infographic below lays out nearly a century of evidence: conflict grabs the spotlight, but markets have an almost stubborn habit of stabilizing, recovering, and ultimately marching higher. In other words, while the world over reacts in real time, disciplined investors should be taking the long view—not the bait.
If you have questions or would like to discuss these thing in more depth, get in touch.
Sources: List of conflicts, start dates, end dates, duration, and cause provided by https://www.britannica.com/topic/list-of-wars-2031197 accessed on 3/3/202. S&P 500 Total Return provided by https://ofdollarsanddata.com/sp500-calculator/ accessed on 3/3/2026.
This content is developed from sources believed to be providing accurate information but Delphi Advisers, LLC does not warrant that this information will be free from error. This information should not be considered legal, tax, or financial advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security, investment, tax, or legal advice. Delphi Advisers, LLC is registered as an investment adviser in the state of Washington and is licensed to do business in any state where registered or otherwise exempt from registration
