Black Monday - Iran says that it has fired first wave of Ballistic Missiles at Israel.

Shoulda gone big on Halliburton and Raytheon right after the 2020 election.

Military stonks ’bout to print.

Anyone changing future contributions to money market or bonds in their 401/403 accounts? Or are we just DCA’ing still and let it be?

As of right now, Israel with help of the collective west, defended against 100 plus ballistic and cruise missles, and 100 plus drones with minimal damage. As of now israel has not retaliated, and can actually not retaliate and save face since the attack was defended so well. However you want to spin it, west defense technology is too strong (lmt,gd,noc,rtx gonna print), or Iran intentionally went half arse; the risk seems lower today than Friday of a full blown ME war. I'm guessing markets will like this, maybe gold is even down. Israel has the power to change that today, but I'd guess they wont.


Unfortunately beyond speculative markets, my main thought is we spent probably 2 billion to defend against maybe a 100 million in drones and missles. The long term math here doesn't work for the west. The math in Ukraine is even worse. The "axis" would be dumb to actually start a direct kinetic war with West, it's really the only way they definitely lose at this point, either through an actual defeat or everyone on planet getting defeated. They should just keep playing long game. Let us keep electing officials which will alienate our own allies and spend 30 to 40% more than we take in. We have 2 candidates coming up which both are among the most elite presidents in history in creating debt. Let us fight about lbgtqxz, ev's, abortion and other meaningless long term things while they play long game, and keep proxy wars raging with unfavorable math scenarios for west, and wait until their power has parity with west.

All of this would be great for defense stocks. We basically have to keep investing exponentially more in defense technology and production to keep our lead. LMT is my second largest individual position

quote:

---

WW3 could break out any day now, so spend some quality time with your Family at your local Cracker Barrel, and don't forget to visit the gift shop.

---

I seened what u dun thar.

Well played.

quote:

---

I’m buying

---

Which ones?

Futures up, now it might end down on the day but a massacre is unlikely

Buy defense contractors

Lockheed Martin

Textron

Northrop Grumman

I own: LMT, NOC, GD . One of those 3 or RTX you can't go wrong. Futures are really tanking.