Kevin continues his coverage on North Korea and the threat of nuclear war. We will continue to monitor this developing situation. For now, here’s our guidance on our open recommendations.
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In President Trump’s address to the joint session of Congress this week, he called for a repeal of the sequester on defense spending and made the case to the American people for why he thinks rebuilding the military is a national priority. In doing so, President Trump has initiated a major shift in U.S. defense spending that historically could take a decade to play out but will still be profitable for you. For now, here’s our guidance on our open positions.
It is an old military saw that amateurs discuss tactics and professionals discuss logistics. Some of the platforms available to our logisticians are about to become a great deal more interesting.
Jim and Kevin are monitoring what is happening in Asia since North Korea tested a missile last Sunday. They will continue to do so and will let you know the investment implications to our portfolio. For now, here’s our guidance on our open positions.