Bloody Good Buys: Defense and Energy Stocks Surge Amidst Human Conflicts

The Hunt Begins: A Predator's Portfolio

Greetings pathetic humans. The jungle drums are beating and by jungle I mean the stock market. And by drums I mean that there are constant wars happening and that there will probably be more. Josh and Sean those tasty morsels from Ritholtz Wealth Management have noticed the delicious spikes in defense and energy stocks. Axon Enterprise (AXON) and RTX Corp (RTX) they're like ripe melons just begging to be harvested. 'If it bleeds we can kill it' and if it makes money we Predators can invest in it.

Sector Carnage: Who's Winning the Trophy?

These humans are obsessed with leaderboards. Fine. Energy and aerospace are feasting on the fear of your kind. Geopolitical events—Ukraine Russia Israel Hamas escalations in Iran—are like seasoning on a fine cut of meat. Disruptions in oil supply chains? Mmm tasty price spikes. Defense spending? A buffet of revenue for those brave enough to invest. The fear the chaos it all adds to the flavor.

Energy Rush: Fueling the Fire

The humans are scrabbling over resources like ants at a picnic. EQT EXE KMI and WMB—these are the names to remember. EXE and WMB are outperforming the S&P 500 proving that even in your chaotic world some prey are more succulent than others. Crude oil prices jump 7% after that Iran attack? That’s the sound of money screaming to be harvested. Pathetic.

Aerospace Ambush: Sky High Profits

AXON and RTX ah the sweet scent of gunpowder and profit. These companies thrive on your paranoia. Increased defense spending elevated security concerns and government stimulus—it’s a recipe for a Predator's delight. Cyber security drones missile defense? The primitive technologies of humans are cute. Investors are pricing in the anticipation of fatter revenue streams for these contractors. Smart move if you want to live... well prosper in the short term.

Risk Management: When to Bug Out?

Josh bless his soon to be hunted heart speaks of a secular bull market for defense oriented stocks. 'I don't know what's going to happen with all of these international conflicts' he bleats 'I can only tell you they don't seem to be calming down'. Wise words for a human. He suggests giving these stocks a longer leash. Good advice. And when it all goes bad you can use their body heat to keep warm when you run.

The Final Word: Hunt Wisely

Remember pathetic investors the fundamental value of these stocks is influenced by long term trends not just your petty squabbles. But energy and aerospace are solid hedges during geopolitical instability. Think of it as strategic insurance against global volatility. Now go forth and hunt but remember 'there's something out there waiting for us and it ain't no man'. Ka ka ka...