Thursday, March 12, 2026

Safe-Haven Stocks?

Why Investors Aren’t Fleeing to Safe-Haven Stocks
https://www.wsj.com/finance/stocks/why-investors-arent-fleeing-to-safe-haven-stocks-194194b3
Healthcare and consumer staples are supposed to be defensive. This time, it hasn’t worked out. 

War Is Raging. Tankers Are Burning. Yet the Stock Market Isn’t Panicking—for Now.
https://www.wsj.com/world/middle-east/war-is-raging-tankers-are-burning-yet-the-stock-market-isnt-panickingfor-now-6c96af2b
Market confidence in a short war was misplaced. This isn’t a time to be confident about the outcome.