[Canada's retaliation threat](https://www.cnbc.com/2026/08/25/canada-trump-tariffs-trade-carney-leblanc.html) against Trump's tariffs isn't just about crude — it's hitting steel and aluminum, the exact input materials defense contractors can't immediately hedge. RTX insiders sold 13,655 shares on 2026-08-18 (Maharajh); LMT's CFO sold another 536 shares the same week. This isn't tax-loss harvesting.

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