Shaia Hosseinzadeh of OnyxPoint Global Management bet on Middle East conflict driving market shifts. His fund acquired stakes in liquefied natural-gas companies, rare-earth firms, and energy producers before missiles and drones escalated tensions. Wall Street’s initial calm gave him confidence to double down, despite oil prices lingering below $65 a barrel for months.

Critics dismissed his strategy, but geopolitical risks and U.S. warship deployments validated his contrarian view. Market swings intensified as traders scrambled to hedge against supply disruptions. Investors now grapple with balancing energy sector exposure against escalating volatility. OnyxPoint’s bets highlight how geopolitical uncertainty reshapes trading strategies, forcing players to weigh risk management against opportunistic gains.