Markets Are Ignoring Geopolitics—Here's How to Invest Right Now

• Current market rally is a 'relief rally,' not built to last, but driven by strong US economy and earnings.
• Geopolitics have minimal long-term market impact; focus on earnings and economic growth.
• Avoid chasing 'Magnificent 7' tech stocks due to explosive recent gains and high expectations.
• Consider quality financials (e.g., JPM, BRK.A, ACGL) and small-cap stocks as potential value plays.
• Maintain a long-term game plan, rebalance allocations, and be selective rather than engaging in FOMO trades.

George Seay views the current market rally as a 'relief rally' rather than a sustained surge, driven by robust US economic data and earnings, despite geopolitical tensions. He advises investors to rebalance portfolios, avoid chasing overvalued tech giants, and consider quality financials and small-cap stocks. While the market shows underlying strength, future gains will be harder to achieve.