Tim Bohen focuses on companies impacted by the Israel/Iran conflict and reacts to the latest economic data. “I am very, very bullish America and where it’s headed,” he says, and was disappointed by the latest Industrial Production numbers because of that. However, he acknowledges it will take years for manufacturing reshoring to make a noticeable impact. He reflects on his “buy-the-dip” call in April and says he’ll keep buying now.