Progress in US-Ukraine talks sparked a massive sell-off in defense stocks, raising a critical question for investors: Is the 'structural' bull case for military spending finally ending?
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https://marketinsider.net/european-defense-plunges-peace-hopes-or-just-market-panic/
European Defense Plunges: Peace Hopes or Just Market Panic? - Market Insider
Are we betting on a short-term peace, or the permanent return of great-power rivalry? The fundamentals suggest the latter, making this sell-off a contrarian buying opportunity for long-term strategic portfolios.