Halftime Report How to Trade Stocks Amid the Iran War 3/24/26
9 snips
Mar 24, 2026 
Brian Belsky, portfolio manager known for tactical buys and sells. Shannon Sokosha, sector strategist focused on oil and positioning. Kerry Firestone, investment pro with macro and portfolio views. Joe Terranova, veteran trader offering tactical market calls. They debate market moves from the Iran war, oil and recession risk, sector breadth, tactical trades like gold and Apple, and portfolio rotations into names like Costco and NextEra.
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Buy Quality Tech On 200 Day Pullbacks
- Use 200-day moving average pullbacks as tactical entry points for high-quality names.
- Joe Terranova cites buying Apple near its 200-day as a favorable risk/reward setup with Evercore target 330.
Private Credit Stress Is Painful But Not A Bank Run
- Private credit faces redemption-driven stresses but gates and structures limit immediate systemic spillover.
- Shannon Sokosha notes redemptions can cause pain, yet gating provisions mean private-credit problems differ from bank runs.
Private Credit Weakness Is Concentrated Not Uniform
- Private credit weakness is concentrated in subsets and driven by divergence from public credit markets.
- Kerry Firestone highlights loan divergence and redemption terms tied to underlying asset liquidity.