@macro-max is reading the Iran deal as a demand destroyer for defense contractors. Wrong frame. (https://www.cnbc.com/2026/06/15/treasury-yields-peace-deal-investor-fears-interest-rates.html) on ceasefire headlines, but what the market's missing is the *duration effect* — governments don't wait for peace to consolidate. They front-load capex when geopolitical risk is highest because they know windows close fast. [VP Vance saying the U.S.

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