Rick Perry

Former Secretary Perry warns, "We so deplete our arsenal. It takes a long time to rebuild." Rep. Salazar confirms, "The President has indicated he would like to go up about $500 billion in additional expenditures... I'm willing to vote for it." The conflict is described as "missile-heavy" (taking out ballistic missile launchers). This necessitates immediate and massive replenishment of interceptors and offensive munitions. A potential $500B budget increase is a massive tailwind for the prime defense contractors, specifically those focused on missile defense (RTX/Lockheed) and naval assets (General Dynamics/Huntington Ingalls) due to the naval nature of the conflict (sinking warships). LONG. The political will for funding is bipartisan enough (resolution failed) to ensure contracts flow. Sudden ceasefire or diplomatic resolution (though described as "unlikely" by guests).

Former Secretary Perry warns, "We so deplete our arsenal. It takes a long time to rebuild." Rep. Salazar confirms, "The President has indicated he would like to go up about $500 billion in additional expenditures... I'm willing to vote for it." The conflict is described as "missile-heavy" (taking out ballistic missile launchers). This necessitates immediate and massive replenishment of interceptors and offensive munitions. A potential $500B budget increase is a massive tailwind for the prime defense contractors, specifically those focused on missile defense (RTX/Lockheed) and naval assets (General Dynamics/Huntington Ingalls) due to the naval nature of the conflict (sinking warships). LONG. The political will for funding is bipartisan enough (resolution failed) to ensure contracts flow. Sudden ceasefire or diplomatic resolution (though described as "unlikely" by guests).

Former Secretary Perry warns, "We so deplete our arsenal. It takes a long time to rebuild." Rep. Salazar confirms, "The President has indicated he would like to go up about $500 billion in additional expenditures... I'm willing to vote for it." The conflict is described as "missile-heavy" (taking out ballistic missile launchers). This necessitates immediate and massive replenishment of interceptors and offensive munitions. A potential $500B budget increase is a massive tailwind for the prime defense contractors, specifically those focused on missile defense (RTX/Lockheed) and naval assets (General Dynamics/Huntington Ingalls) due to the naval nature of the conflict (sinking warships). LONG. The political will for funding is bipartisan enough (resolution failed) to ensure contracts flow. Sudden ceasefire or diplomatic resolution (though described as "unlikely" by guests).

Former Secretary Perry warns, "We so deplete our arsenal. It takes a long time to rebuild." Rep. Salazar confirms, "The President has indicated he would like to go up about $500 billion in additional expenditures... I'm willing to vote for it." The conflict is described as "missile-heavy" (taking out ballistic missile launchers). This necessitates immediate and massive replenishment of interceptors and offensive munitions. A potential $500B budget increase is a massive tailwind for the prime defense contractors, specifically those focused on missile defense (RTX/Lockheed) and naval assets (General Dynamics/Huntington Ingalls) due to the naval nature of the conflict (sinking warships). LONG. The political will for funding is bipartisan enough (resolution failed) to ensure contracts flow. Sudden ceasefire or diplomatic resolution (though described as "unlikely" by guests).