Oil Drops Below $100 on Iran Talks, JPMorgan and Fundstrat Say Buy the Dip
About this episode
WTI crude falls ~4% as Qatar-mediated U.S.-Iran talks advance, tech futures rally ahead of midterms, JPMorgan calls post-election selloffs buying opportunities in banks and semis, Fundstrat signals tech selloff is bottoming on breadth and yield data
Chapters
Sources & Citations
Oil prices fall as Iran-U.S. pursue diplomacy | CNBC
www.cnbc.com
Oil Prices Drop Over 4% as Hopes of US-Iran Peace Talks Ease Supply Fears | Lapaas Voice
lapaasvoice.com
Futures Rise As Oil Slides Below $100 On Trump Iran Diplomacy Report, Tech Bounces Ahead Of Midterms | ZeroHedge
www.zerohedge.com
Oil Falls on Iran Diplomacy as Stocks Steady After Tech Rout | GFX FTS Substack
gfxfts.substack.com
Post-midterm geopolitical risks could create another buying opportunity: JPM | Investing.com
www.investing.com
Here is why JPMorgan thinks Iran-driven selloffs are buying opportunities | Investing.com
uk.investing.com
JPMorgan delivers a stark message for investors in stocks | Yahoo Finance
finance.yahoo.com
JPMorgan sees post-midterm dips as buying opportunity (primary signal) | X / Walter Bloomberg
x.com
Fundstrat X / Fundstrat post on tech sell-off bottoming
x.com
Fundstrat Direct FSI Snapshot: "Tech Slides Despite Fed Hold" (Nov 1, 2026)
fundstratdirect.com
Fundstrat Direct: "Tech Selling Masks a Healthier Tape; A Market Bottom Looks Near" (Oct 22, 2026)
fundstratdirect.com
CNBC Squawk Box: "Still See Markets Ending the Year Strong — Fundstrat's Tom Lee" (Nov 2, 2026)
www.cnbc.com