Ed Siddell, President and CIO of EGSI Financial, warns that the market’s hockey‑stick rally remains vulnerable to geopolitical uncertainty in the Middle East. He outlines a rules‑based approach favoring hard assets like gold, silver, and miners, along with long‑term opportunities in nuclear energy driven by A.I. and data‑center demand. Siddell also explains why elevated oil prices remain a headwind for consumers and travel as summer approaches.