Look at what action are happening on the ground of the U.S.-Iran War, not the words that are spoken, says Ahmed Riesgo. If the market has certainty that the Strait of Hormuz will reopen and crude oil prices go down, Ahmed sees the foundation for a rebound taking shape. He adds that the U.S. economy is "much less tethered to crude oil than it was decades ago," meaning there's flexibility to adjust. Ahmed points to software and space as corners of markets with lots of investment opportunity.