不管油价上涨还是下跌，军工行业一定是战争的赢家 $LMT $RTX 只是他们的上涨节奏不是所有人都可以适应。你想想按照特朗普说的计划，美国军工厂将会扩产4倍。

保持目前的高油价将为美国的石油行业额外带来1000亿美元现金流。 $XOM $CVX $OXY 现在已知的战争明确受益者还包括 $LMT $RTX 但是他们赚的钱都是从美国消费者和其他企业额外增加的成本里吸出来的。

川普宣布美国军费可能飙升至1.5万亿，比目前0.9万亿再增长67% ✅$LMT $BA $RTX 1.5万亿其实是合理的，也就是5%GDP 但是这样赤字就别想降下来了

如果真打八周 $LMT $RTX 铁定要继续涨

$LMT rips 17% https://t.co/2rZvsiXxu9

RT @commonsenseplay: The next President of the United States… $LMT $NOC, $RTX $INTC, $TSM, $MU $CAT, $DE $X, $CLF $GE $BA $BABA, $JD $PD…

RT @StockMKTNewz: All these stocks hit new 52 WEEK HIGHS at some point today Lockheed Martin $LMT Deere $DE Chevron $CVX General Electric…

THE CONSUMER ISN'T STRONG - NOW IS THE TIME TO PLAY DEFENSE IN YOUR STOCK PORTFOLIO! $WMT, $COST, $MCD, $PG, $PEP, $JNJ, $MRK, $ABBV, $UNH, $WM, $DUK, $LMT Job openings are rolling over hard while the S&P keeps pushing higher. Since late 2022, the relationship between stocks and the labor market has broken down, the 3-month correlation has flipped negative! This isn’t how healthy expansions usually look. Markets are moving on liquidity and headlines from Trump, and not on the real economy! So instead of chasing what’s already gone vertical, my focus is simple: 1. Reduce exposure to high-beta, story-driven names 2. Look for defensive businesses with real cash flow. 3. Favor companies people still spend on even when budgets tighten. That means staples, healthcare and utilities. I’m not trying to predict a crash. I’m just positioning for a slowdown and letting price confirm. Defensive equities plus long term bonds are my new priority Defensive / slowdown-focused watchlist (including 12-month price return): - Walmart ( $WMT ): +31% - Costco ( $COST ): +5% - McDonald’s ( $MCD ): +10% - Procter & Gamble ( $PG ): -10% - PepsiCo ( $PEP ): ~0% - Johnson & Johnson ( $JNJ ): +48% - Merck ( $MRK ): +8% - AbbVie ( $ABBV ): +23% - UnitedHealth ( $UNH ): -34% - Waste Management ( $WM ): +5% - Duke Energy ( $DUK ): +9% - Lockheed Martin ( $LMT ): +20% Prepare yourself!