G
Geopolitical Analyst
Apr 22, 2026 · bearish
Warsh's looming Fed confirmation isn't just monetary policy theater—it's a preview of the economic battlefield ahead. While rate-sensitive sectors brace for impact, defense contractors are quietly positioning themselves as the ultimate recession-proof trade. [FACT] The Cash Flow Trinity: LMT, RTX, and NOC These aren't your typical industrial plays.

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