So, the long-standing turmoil in the Middle East could also be an opportunity. Oil companies with low ties to the Middle East Top-tier companies with high ties to the Middle East War-related companies (drone concepts) Energy companies New energy companies (oil alternatives) Rising costs in the oil derivatives industry (plastics, disposable products) CPI increase is clearly visible, along with rate hikes and the U.S. debt ceiling, excessive spending coexisting The U.S. dollar index continues to decline Trump liquidation concept Democratic Party concept There seems to be too many narratives to talk about.