"Bull is Sleeping, Not Dead:" Economic "Coiled Spring" to Relaunch Bull Run

• The market pullback is primarily driven by sentiment (Iran conflict, inflation fears) rather than underlying economic fundamentals.
• The American economy is resilient, acting as a 'coiled spring' that will eventually push markets higher, especially with a resolution in Iran.
• Recommendations include rebalancing portfolios if the market drops 15%, favoring high-quality US equities with strong free cash flow and dividends, and short-dated fixed income.

Samuel Diarbakerly believes the current market downturn is a 'worst-case sentiment scenario' rather than a fundamental one, with the 'bull sleeping, not dead.' He anticipates an economic 'coiled spring' to drive equities higher, despite ongoing inflation fears and geopolitical tensions, recommending quality stocks and specific fixed-income strategies.