Kudlow

Kudlow 03-30-2026
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Stocks are falling and oil is rising. And a lot of bears are crawling out of the woodwork. And the media would have you believe the U.S. is losing the war to Iran. Not only is the left-wing media pushing disreputable hogwash, but the so-called bearcase to sell stocks and buy oil I think will be proven very wrong.

 

With Rep. Tom Emmer, Mohamed El-Erian, Charles Payne, Kenny Polcari, Aaron Cohen, Ellie Cohanim, Sandra Smith, Caroline Downey, and Miranda Devine.
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The War Department is moving 1,000 paratroopers from the 82nd Airborne into the Persian Gulf Theatre. Also deployed were a few thousand Marines and sailors assigned to the 31st Marine Expeditionary Unit and its Amphibious Ready Group. Several days ago we sent another 2,500 Marines. Are they about to take Kharg Island? Will they be deployed in a movement to reopen the Strait of Hormuz?

With Brian Hook, Roger Zakheim, EJ Antoni, Michael Faulkender, Steve Hilton, and Sen. Tim Sheehy
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The price of Brent crude way back in March 2012 during Obama averaged $123 a barrel. That would be about $175 a barrel in today’s dollars. And meanwhile today, with Brent hovering around $100, it’s only slightly higher than the inflation-adjusted price since January 2001, roughly $95.  So I still believe not only is this a very mild wartime oil shock, it’s a small price to pay for changing history by decapitating the radical Islamic extremist regime in Iran.

With General Jack Keane, Sen. John Kennedy, Sen. Marsha Blackburn, Steve Forbes, Liz Peek and Monica Crowley. 
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It may not be great, but the U.S. economy continues to expand, even with war-related energy prices spiking and a certain amount of anxiety is in the air. I don't deny this. But today’s S&P Global composite remained in growth territory above 50 on the index, and manufacturing actually went up along with new orders. So, at the risk of being wrong, I still believe investors should be staying out of oil, and going into stocks.

With Sen. Tommy Tuberville, Robert O'Brien, Marc Thiessen, John Carney, Taylor Riggs, and Gerri Willis. 

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