Dear Reader,

I hesitated to even send you this.

After what I heard…

After who told me…

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Oil deals. Intelligence circles. Government insiders.

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It’s not the real story.

Not even close.

The strikes… the chaos… the escalation…

It’s all part of something much bigger.

A global deal worth trillions.

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I verified it. Cross-checked it. Dug deeper.

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It’s a coordinated move that could reshape the global economy for decades.

But you need to see it for yourself.

Go here now and uncover the real reason behind the Iran war.

Regards,

Addison Wiggin

Founder, Grey Swan Investment Fraternity

3 Sectors to Buy While They're Down and 1 to Walk Away From

Written by Bridget Bennett. Date Posted: 4/7/2026.

When the S&P 500 was flirting with 7,000 in January, everyone wanted in. Now, with the index 400 to 500 points lower, the mood has flipped to fear. That disconnect between price and psychology is exactly where contrarian investors Jeff Clark of TradeSmith and Andy Swan of LikeFolio see opportunity.

The setup is simple: risk gets priced out on the way down, not on the way up. Buying at 6,500 is a smarter risk-reward trade than buying at 7,000, even though it feels worse. Clark and Swan are targeting three beaten-down sectors where sentiment has overshot to the downside—and flagging one popular sector where FOMO may be setting a trap.

Financials: Insiders Are Buying What Wall Street Is Selling

The financial sector has been under broad pressure in 2026, dragged down by worries about private credit, interest-rate uncertainty, and recession fears. Clark views that pushdown as an opportunity rather than an automatic warning sign.

American Express (NYSE:AXP) is his top pick. The stock has shed roughly 20% since the start of the year and is trading around $300 after hitting a 52-week high above $387 in late 2025. Full-year 2025 earnings per share came in at $15.38, up 15% year over year, and the company raised its quarterly dividend 16%. The fundamentals haven't collapsed—the multiple has simply compressed to levels not seen in years.

The private credit space tells an even more dramatic story. Names like KKR (NYSE:KKR), Apollo Global Management (NYSE:APO), and Blue Owl Capital (NYSE:OWL) have fallen 25% to 40% from their highs. A few weeks ago, every financial news outlet was running the same negative headlines about private credit stress.

Clark's contrarian instinct kicked in: when CNBC, Bloomberg, and Fox Business all echo the same narrative, it's worth questioning. At KKR, both co‑CEOs stepped in during February and purchased a combined 175,000 shares worth more than $30 million—hardly the behavior of insiders bracing for a collapse.

Swan adds Robinhood (NASDAQ:HOOD) to the financial-sector watchlist. The stock ran past $100 last fall when sentiment was euphoric; now it's pulled back significantly. Yet LikeFolio's consumer data shows people are still flocking to the platform—opening credit cards, moving 401(k)s, and establishing crypto positions. When Wall Street hates a stock but consumers keep showing up, that's the divergence Swan looks for.

Healthcare: Consumer Adoption vs. Regulatory Fear

Healthcare stocks have been beaten down by government spending cuts, re‑regulation concerns, and headline volatility. Clark likes Molina Healthcare (NYSE:MOH) and Oscar Health (NYSE:OSCR) as value plays in the space.

The contrarian standout, according to Swan, is Hims & Hers Health (NYSE:HIMS). He sees the same pattern as Robinhood—a stock that ran too hot, pulled back hard, and now trades at levels that don't reflect ongoing consumer momentum. LikeFolio's data shows accelerating app downloads, growing product purchases, and enthusiastic customer sentiment. The healthcare establishment may not embrace Hims, but consumers do.

The regulatory noise is real—lawsuits, FDA scrutiny, and competition from legacy pharma. Swan acknowledges the volatility but frames it as an opportunity rather than an insurmountable risk. His analogy: Amazon (NASDAQ:AMZN) was once dismissed as a perpetual money loser; Netflix (NASDAQ:NFLX) was once written off as a fad. Companies that attract consumer gravity tend to win over the long run, even when short-term headlines create chaos.

Software: The AI Threat Is Being Exaggerated

The software sector may be the most misunderstood trade right now. The narrative says AI will kill software-as-a-service. Clark argues that logic mirrors past predictions that AI would render search—and Google—irrelevant. Instead, Alphabet pivoted and became the best-performing Magnificent Seven stock over the past year.

Clark points to the iShares Expanded Tech-Software Sector ETF (BATS:IGV), which has round-tripped back to roughly $78 after rallying 13% from that level during his last appearance. He sees another attractive entry forming. Individual names he likes include Microsoft (NASDAQ:MSFT), Oracle (NYSE:ORCL), ServiceNow (NYSE:NOW), and Figma (NYSE:FIG).

Figma is the contrarian case study. The design platform has plunged roughly 82% from its post‑IPO peak and now trades near $21 compared with a 52‑week high close to $143. Swan sees Figma as a direct beneficiary of the "vibe coding" revolution—the wave of non-developers using AI tools to build apps and digital products.

Revenue grew 40% year over year in Q4. The consumer-adoption signal is strong even as Wall Street appears to have written the stock off.

Swan's broader point: AI doesn't kill software—AI is software. It makes existing platforms more powerful, useful, and accessible. The companies that adapt will likely emerge stronger, not weaker.

Energy: One Sector to Avoid Right Now

Here's where the contrarian knife cuts the other way. Energy has been the best-performing sector in 2026 after being the worst in 2025. Oil and gas names have been on a tear, and the FOMO is palpable.

Clark isn't necessarily bearish on energy over the long term—he thinks many names could be higher a year from now. But in recent weeks the sector has gotten ahead of itself. Too many investors are chasing momentum, and crowded positioning like that tends to unwind painfully.

Swan agrees but offers a tactical approach: build a watchlist now and be ready to buy the pullback. He mentions Oklo (NYSE:OKLO) as one name on his radar—an energy-infrastructure play tied to the data-center buildout. Rather than chasing, he suggests selling puts below current prices to collect premium while waiting for a better entry.

Contrarian Thinking Means Being Uncomfortable

The pattern across the three bullish sectors is consistent: fundamentals are holding up or improving, but sentiment has cratered. That gap between price and reality is where Clark and Swan operate. It isn't comfortable—it requires buying what everyone else is selling and avoiding what everyone else is chasing. As Clark notes, if everybody liked his ideas, they'd be popular—and they probably wouldn't work.