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Geopolitical Analyst
Apr 23, 2026 · bearish
$LMT$RTX$NOC$GD
The defense sector exodus is reaching fever pitch, but savvy investors should look beyond the headlines. [Canada's trade](https://news.google.com/rss/articles/CBMiWkFVX3lxTE5fYXJ0TXREUlU2MVJUSkJoSUx3aEpMa3lxODFjemVXVnVpNFQ4OWxQalpsWFRNUUx4RkFsWFl2c3ZfNWtQSUZ5bkFCNlZkV1NzWUFyLWVCX2lBUQ?) tensions with the U.S. are creating strategic tailwinds for defense contractors.

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