Geopolitics Alpha

The Stock Market Has Seen This Happen Only 2 Other Times in Over 150 Years, and History Has an Ominous Warning for Investors

Published . Updated .

The Stock Market Has Seen This Happen Only 2 Other Times in Over 150 Years, and History Has an Ominous Warning for Investors The Motley Fool

Directly affected

  • HAPN Happen

    Named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • BA Boeing

    Defense and aerospace orders move with conflict spending

  • LHX L3Harris

    Defense contractors get more work when conflict spending rises

  • HII Huntington Ingalls

    Shipyards benefit when naval spending rises

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
HAPN———————
LMT———————
RTX———————
NOC———————
GD———————
ITA———————
BA———————
LHX———————
HII———————

The Stock Market Has Seen This Happen Only 2 Other Times in Over 150 Years, and History Has an Ominous Warning for Investors Yahoo Finance

Source: Yahoo Finance

Defense

SPY
XLI

How solid the defense case looks

25 out of 100

“The Stock Market Has Seen This Happen Only 2 Other Times in Over 150 Years, and History Has an Ominous Warning for Investors” scores 25 out of 100. The score uses 2 sources.