So how to play this Charlie Foxtrot. Oil, shipping companies, transportation companies, anyone have anything? Of course my list is obvious but I'm having trouble thinking outside the box today.
So current events with China and missiles. NOC and RTX collaboration and recent test results. This would be a multi year hold and there's no guarantee the remaining defense contractors won't outperform the recent test. Good luck.
everyone is so focused on inflation this could be the multi bagger. RTX, BA (hate that stock but they're in) and LMT.