Matthew Tuttle Advises Caution Near All-Time Highs, Offers Energy Opportunities

Schwab Network | April 23, 2026 at 01:46 AM UTC
Neutral 80% Confidence
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Key Points

  • Markets are making highs, seemingly ignoring geopolitical noise (Iran conflict, Strait of Hormuz) and rising oil prices.
  • Rising interest rates and fears of stagflation are concerns, with the bond market signaling potential issues for equities.
  • Tuttle is buying dips in oil names (OXY), gold miners (Franco-Nevada), natural gas (EQT), and fertilizers (CF).

AI Summary

Matthew Tuttle advises caution in the current rallying market, noting that geopolitical noise and rising oil/interest rates are being ignored, potentially leading to stagflation. He recommends hedging and identifies opportunities in energy (oil, natural gas) and precious metals (gold miners) by buying dips.

Model Analysis Breakdown

Model Sentiment Confidence
Gemini 2.5 Flash Neutral 80%
Consensus Neutral 80%