Uncle Sam's Next Big Bet 🌤️ The Morning Print

Good morning! 

It's Golden Dome Week over at Stock Market Media, and the Equal Weight Aerospace & Defense ETF looks ready to break out right on cue.

Let's take a look.

Aerospace & defense stocks have behaved differently than what most would have expected following the start of the Iran conflict.

Rather than extending higher, the group peaked on the first trading day after the war began, a classic "buy the rumor, sell the news" reaction.

Now, momentum is beginning to build again as discussions surrounding the Golden Dome have dominated headlines in recent weeks.

The current administration plans to invest billions of dollars into the new missile defense system, with many of these companies expected to play a central role.

That's a meaningful long-term tailwind, and it's not something investors should ignore.

When the government tells you where it plans to allocate capital, it's worth paying attention.

Stock Market Media is presenting a free special five-part miniseries, America's Golden Age of Defense Spending.

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