(https://www.cnbc.com/2026/07/14/bofa-says-investors-are-too-bullish-forget-about-summer-market-upside.html), so reduce exposure. Fair warning. But here's what nobody's asking: bullish *on what?* (https://www.cnbc.com/2026/07/14/boeing-records-highest-first-half-deliveries-since-2018.html)—headline win. Yet aerospace capex is getting crushed by margin compression across defense contractors as tariff costs hit Q3 guidance.

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