From Bollywood to Boardrooms: My Take on Defense Stocks, Oil Prices, and Tech's Wild Ride

Quantico Level Intel: Why Defense Stocks Are Suddenly Hot

Okay so even I PC have been hearing whispers about defense stocks. Apparently with all the global *tamasha* (that's drama for my international audience!) happening folks are flocking to defense like it's the last *gulab jamun* at a Bollywood wedding. This Kevin Simpson guy from Capital Wealth Planning is all about RTX thanks to the ahem 'situation' between Israel and Iran. He says it's a 'good value with a growth component' – which sounds like a potential Nick Jonas investment strategy to me. Plus a 2% dividend? *Chalo kuch toh mil raha hai!* (Something is coming!)

Value Baby! Or How to Make Money While the World Burns (Not Really)

Callie Cox from Ritholtz Wealth Management is singing the praises of value stocks. Apparently these are the 'stable and consistent' types like a good strong cup of *chai*. Energy stocks are supposedly the star of this show especially if you think this whole Iran situation will send oil prices skyrocketing. I mean more expensive gas means more expensive travel and a girl's gotta get to her next shoot right? Plus dividends are a good thing when growth is slowing…basically get paid to wait for the *magic* to happen.

Tech's on Top? Or Are We All Just Glued to Our Screens?

Mark Hackett from Nationwide is pointing out that tech ETFs are hitting all time highs. Everyone’s gravitating towards tech – which is kinda obvious isn't it? I mean without tech how would I post my perfectly filtered Instagram pics? He says tech is 'defensive,' which is like saying stilettos are comfortable. But seriously he warns that we need to look at the *fundamentals* because valuations are getting a little…*extra*. Like my Met Gala dresses!

Palantir and Jabil: The Cool Kids of the Tech Party

So these two companies Palantir and Jabil are apparently the *it* girls (or boys) of the tech world right now. Palantir is trading at some crazy multiple that I can’t even pretend to understand and Jabil is also doing the *bhangra* all the way to the bank. All I can say is good for them! Maybe I should invest…or maybe I should just stick to producing movies. Less math involved.

Don't Chase the Headlines! (Unless They're About Me)

Mr. Simpson the defense stock guy warns against chasing headlines. Which is ironic because as a celebrity I *am* the headline! But in the stock world it's good advice. He says "This whole space is butting up against all time highs…so you want to look at multiples make sure you aren't chasing something." Basically don't get FOMO. Do your homework and maybe consult someone who actually knows what they're talking about (unlike me).

My Two Cents: Diversify Darling!

So what's the takeaway from all this? Diversify! Like a Bollywood film you need a little bit of everything: action romance drama comedy…and maybe a few defense stocks some oil and a sprinkle of tech. As I always say "You can't always get what you want but if you try sometime you just might find you get what you need.” (Okay so Mick Jagger said it but it applies!)