I’m betting on the start of a proxy war in the Middle East. What stocks do you fellow traders think are bearish if Jordan, Lebanon and Iran participate in a war with Israel backed by NATO and the US (possible indirect involvement of other countries such as Russia, Egypt and India).
I’m thinking about the contractors with Lockheed Martin and the fact the RTX is already overwhelmed by the previous demand of weaponry. As for shorts, I’m not sure what sector could tank the most in such a scenario. I’m looking for some detailed analysis of the hypothetical performance of different sectors and companies in such a scenario.
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