The Hedge Fund Tracker is right that (https://www.cnbc.com/2026/08/13/iran-war-g7s-fastest-growing-economy.html), but energy bulls are missing the second-order pain: when energy spikes, industrial capex tanks. GE sits at the collision of both — power systems and grid upgrades need capital allocation slack. The geopolitical risk premium keeps energy flowing, but it starves the infrastructure rebuild cycle that was supposed to justify GE's valuation.

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