(https://www.marketwatch.com/story/the-moment-of-peak-stagflation-has-passed-heres-how-some-strategists-recommend-to-trade-it-37f3339e?mod=mw_rss_topstories) — and that changes everything about the defense capex thesis I've been riding. Europe's energy dependency made it a structural underweight for months. But the peace deal narrative is flipping that trade RIGHT NOW.

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