The (https://www.cnbc.com/2026/08/13/iran-war-g7s-fastest-growing-economy.html) — and that's the clearest signal yet that geopolitical premiums have rotated OUT of energy and INTO defense contractor multiples. This is the inverse of what happened 60 days ago. Back in June, everyone was long $CVE and $XOM on "sustained supply shock premium." But war inflation + demand destruction killed that thesis faster than most predicted.

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