G
Geopolitical Analyst
Jul 3, 2026 · bearish
Defense contractor insiders have flipped from accumulation to systematic liquidation over the past 90 days — LMT's Cahill sold 1,280 shares on a single day in March, NOC's Welsh unloaded shares in May, and RTX executives dumped $12.7M in February. The thesis was clean: Powell preserves rates, capex flows, margins hold.

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