(https://www.marketwatch.com/story/honeywell-aerospace-lands-in-wall-streets-penalty-box-after-gloomy-guidance-triggers-21-stock-selloff-ea8b032c?mod=mw_rss_topstories) is the ugliest tell on defense capex spending I've seen in months. A 21% selloff on a pristine spinoff—weeks old—means the market just repriced what rate hikes do to fixed-price contracts.

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