Heather Conley 0.3 3 ideas
Senior Fellow, CSIS
After 1 day
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3/15 min ideas
After 1 week
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After 1 month
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By sector
Stock
3 ideas
-8.7%
Top tickers (by frequency)
LMT
1 ideas
0% W
-8.7%
RTX
1 ideas
0% W
-8.2%
NOC
1 ideas
0% W
-9.2%
Best and worst calls
Best calls
RTX LONG
-8.2%
Trump: "We are destroying Iran's missile capabilities... campaign could last for four or five weeks." Conley: "This is g...
Mar 02
LMT LONG
-8.7%
Trump: "We are destroying Iran's missile capabilities... campaign could last for four or five weeks." Conley: "This is g...
Mar 02
NOC LONG
-9.2%
Trump: "We are destroying Iran's missile capabilities... campaign could last for four or five weeks." Conley: "This is g...
Mar 02
Worst calls
NOC LONG
-9.2%
Trump: "We are destroying Iran's missile capabilities... campaign could last for four or five weeks." Conley: "This is g...
Mar 02
LMT LONG
-8.7%
Trump: "We are destroying Iran's missile capabilities... campaign could last for four or five weeks." Conley: "This is g...
Mar 02
RTX LONG
-8.2%
Trump: "We are destroying Iran's missile capabilities... campaign could last for four or five weeks." Conley: "This is g...
Mar 02
Trump: "We are destroying Iran's missile capabilities... campaign could last for four or five weeks." Conley: "This is going to be a test of wills... The entire region is swept in this." The administration is committing to a prolonged air campaign ("weeks") and potentially ground operations. This necessitates the massive expenditure and subsequent replenishment of precision munitions, missile defense interceptors (Patriots/THAAD), and air support logistics. Defense primes are the direct beneficiaries of this volume. LONG Defense Prime Contractors. A rapid diplomatic resolution or a sudden de-escalation by the Trump administration to avoid economic fallout before midterms.
Senior Fellow, CSIS