Defense stocks jumped 6% while markets tumbled

RTX and Lockheed capitalized as broader markets fell

Hey,

While oil grabbed headlines, defense contractors experienced even sharper rallies than energy companies Friday.

RTX Corporation jumped 6% and Lockheed Martin gained 4% as markets priced in sustained military tensions.

The stark contrast between defense strength and broader market weakness highlights how crises create clear winners and losers for positioned investors. Access full story here.

-Christopher

P.S. Utilities with regulated earnings and healthcare companies with defensive characteristics often provide better risk-adjusted returns than volatile energy plays. You really need to read this before it's too late.