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?

#defensestocks #US_Ukraine #Russia_Ukraine #UkraineWar #MarketInsider

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.

Market Insider

From https://t.me/noel_reports

#Bell_Helicopters plans to invest in #Ukraine’s defence industry and launch helicopter production on #Ukrainian soil, according to Economy Minister #Sobolev.

Technical consultations are ahead, but the project marks a potential new chapter in #US_Ukraine defence cooperation.

#ukraine #putinisamasskiller #putinisawarcriminal @kardinal691

"The involvement of #trump means an automatic grift alert!" ⚠️⚠️ ⚠️

#US Treasury Secretary #Scott_Bessent: The Reconstruction Investment Fund established under the #US_Ukraine resource agreement is personally headed by the #US President #Trump.

#Scott_Bessent participated via video link in the #Ukraine Recovery Conference in #Rome and presented the Reconstruction Investment Fund, aimed at mobilizing #American companies, resources, and experts for #Ukraine's recovery.

The aftermath of #Russia's ballistic missile strike on #Odesa yesterday (launched just as the joint #US_Ukraine statement about a proposed ceasefire was released).

A #Russian #Iskander_M ballistic missile damaged the #Barbados-flagged #MJ_PINAR, which was loading grain for export to #Algeria Another ship and warehouses with grain were damaged.

Four #Syrian citizens were killed. The youngest victim was 18, and the oldest was 24. Another #Syrian and a #Ukrainian were injured.