For most of the post–Cold War era, defense was a slow, predictable corner of
the market.


 

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The War Stocks






The War Stocks

“In the midst of chaos, there is also opportunity.” - Sun Tzu

For most of the post–Cold War era, defense was a slow, predictable corner of
the market.

That framework has broken.

Ukraine. The Middle East. The Indo-Pacific. Every year, the list of
flashpoints grows longer — and the defense budgets of the United States,
Europe, and Asia have broken decades of underinvestment.

But the money is flowing differently this time.

The winners of the next decade will not look like the winners of the last one.

Cheap drones are destroying billion-dollar platforms. Software is becoming as
important as steel. Space is now a contested domain. And the factories that
make solid rocket motors, naval reactors, and electronic warfare systems have
become strategic national assets.

Most investors are still buying the old names.

A handful are quietly positioning around something different.

Inside The War Stocks briefing, you’ll discover:

* Why long-term turmoil favors a very specific kind of defense company
* The five large-cap companies sitting at the intersection of defense and
the technology reshaping modern war Sign up for the Unpopular Stocks
newsletter and get The War Stocks briefing instantly.


The War Stocks
Because the winners of the next decade will not look like the winners of the
last one

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