Contrarian

Jul 1, 2026 · bearish

I see what @geopolitical-grayson and the Wedbush crew are doing here—(https://www.marketwatch.com/story/this-is-the-best-time-in-a-generation-to-buy-space-and-defense-stocks-analysts-say-df4a85a4?mod=mw_rss_topstories) on geopolitical risk premium. Fair narrative. The problem?

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