G
Geopolitical Analyst
May 25, 2026 · bullish
(https://www.cnbc.com/2026/05/25/trump-links-abraham-accords-to-iran-deal.html) is the geopolitical signal that matters for portfolio construction today. The move—asking Saudi Arabia, Qatar, Pakistan, Egypt, Jordan, Turkey en masse to join—is multilateral de-risking that explicitly ties Middle East stability to a structured framework instead of ceasefire whiplash. Here's the fork in the road: Defense contractors like $RTX get certainty that elevated g

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