Defense contracting is a powerful and profitable industry… but certain times are more profitable than others. Of course, the market knows this, but do they know soon enough? This article explores how the share prices of four prominent U.S. defense contractors have responded to the breakouts of five major conflicts over the last 25 years, trying to make sense of each result.Continue Reading

Markets rallied after the Fed’s first rate cut of 2025, but fears of recession linger as yield curve signals danger. Trump’s $100,000 H-1B visa fee sparked global panic, Indian tech stocks slid, and a looming U.S. government shutdown threatens to shake confidence even further. Meanwhile, Boeing’s new F-47 fighter and defense tech expansion highlight shifting military priorities as global tensions intensify.Continue Reading