Tag
lockheed
2 posts tagged lockheed
- US Investing·
Iran war (March 2026) and stocks: ITA fell 12% during the war, the defense primes missed Q1 — what the headlines actually got wrong
Contrarian analysis of stock-market reactions to the March 2026 Iran war for Indian retail. ITA fell 12% even as the war escalated. LMT, RTX missed Q1 guides. Oil and gold worked; defense didn't. The framework for positioning during the next geopolitical shock.
- US Investing·
Defense and space stocks at the $1.5T budget pivot: 35 names across 6 layers, 3 portfolios — June 2026 guide for Indian investors
Honest stock-by-stock guide to defense and space for Indian residents. 35 names organized by what the Trump FY27 $1.5T budget, Golden Dome, NATO 5% pledge, and the Iran war actually rewarded. Three portfolios.