Motley Fool Money What We’re Doing (or Not Doing) as the Market Drops
15 snips
Mar 6, 2026 
Lou Whiteman, investment commentator offering macro and sector perspectives, and Emily Flippen, analyst focused on fundamentals and company deep dives. They discuss market reactions to the Iran conflict and why patience matters. They analyze Broadcom and AI-driven demand. They debate Disney’s studio fatigue, parks strength, and streaming profitability. They flag stocks on their radar.
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Do Nothing Instead Of Panic Selling
- Do not panic sell when geopolitical events hit the market; long-term investors should consider doing nothing to preserve gains.
- Lou Whiteman gives a free pass to 'do nothing' and notes staying calm protects long-term wealth during sudden market moves.
Markets Tend To Rebound After Geopolitical Shocks
- Geopolitical shocks historically produce positive market returns over time, not sustained declines.
- Morgan Stanley data cited: S&P 500 averages +1.5% one month after shocks and over +8% one year later (median >10%).
Trim Energy Positions After Oil Spikes
- Consider trimming energy exposure when oil spikes from conflict instead of buying more at peak prices.
- Lou recommends taking some profits from energy, which is the best-performing S&P sector this year, and buy back later if prices drop.