Calls
3
Jeh Johnson
Former Secretary of Homeland Security
Win Rate
33.3%
return
-9.0%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 13
$230.18
+0.2%
We're in a heightened security environment generally because of the fact that Iran is a state sponsor of terrorism. I have no doubt that there are terrorist operatives around the world lying in wait. Sustained kinetic conflict in the Middle East, combined with elevated homeland security threats from lone wolves and sleeper cells, will force the US government to maintain or increase defense and security spending regardless of broader congressional budget fights. LONG. Defense contractors provide a necessary portfolio hedge against escalating geopolitical instability and asymmetric warfare threats. Prolonged congressional gridlock and government funding shutdowns delay the awarding or payment of major defense contracts.
We're in a heightened security environment generally because of the fact that Iran is a state sponsor of terrorism. I have no doubt that there are terrorist operatives around the world lying in wait. Sustained kinetic conflict in the Middle East, combined with elevated homeland security threats from lone wolves and sleeper cells, will force the US government to maintain or increase defense and security spending regardless of broader congressional budget fights. LONG. Defense contractors provide a necessary portfolio hedge against escalating geopolitical instability and asymmetric warfare threats. Prolonged congressional gridlock and government funding shutdowns delay the awarding or payment of major defense contracts.
Thematic ETFs
Long
Mar 13
$649.00
-21.6%
We're in a heightened security environment generally because of the fact that Iran is a state sponsor of terrorism. I have no doubt that there are terrorist operatives around the world lying in wait. Sustained kinetic conflict in the Middle East, combined with elevated homeland security threats from lone wolves and sleeper cells, will force the US government to maintain or increase defense and security spending regardless of broader congressional budget fights. LONG. Defense contractors provide a necessary portfolio hedge against escalating geopolitical instability and asymmetric warfare threats. Prolonged congressional gridlock and government funding shutdowns delay the awarding or payment of major defense contracts.
We're in a heightened security environment generally because of the fact that Iran is a state sponsor of terrorism. I have no doubt that there are terrorist operatives around the world lying in wait. Sustained kinetic conflict in the Middle East, combined with elevated homeland security threats from lone wolves and sleeper cells, will force the US government to maintain or increase defense and security spending regardless of broader congressional budget fights. LONG. Defense contractors provide a necessary portfolio hedge against escalating geopolitical instability and asymmetric warfare threats. Prolonged congressional gridlock and government funding shutdowns delay the awarding or payment of major defense contracts.
Defense
Long
Mar 13
$205.25
-5.7%
We're in a heightened security environment generally because of the fact that Iran is a state sponsor of terrorism. I have no doubt that there are terrorist operatives around the world lying in wait. Sustained kinetic conflict in the Middle East, combined with elevated homeland security threats from lone wolves and sleeper cells, will force the US government to maintain or increase defense and security spending regardless of broader congressional budget fights. LONG. Defense contractors provide a necessary portfolio hedge against escalating geopolitical instability and asymmetric warfare threats. Prolonged congressional gridlock and government funding shutdowns delay the awarding or payment of major defense contracts.
We're in a heightened security environment generally because of the fact that Iran is a state sponsor of terrorism. I have no doubt that there are terrorist operatives around the world lying in wait. Sustained kinetic conflict in the Middle East, combined with elevated homeland security threats from lone wolves and sleeper cells, will force the US government to maintain or increase defense and security spending regardless of broader congressional budget fights. LONG. Defense contractors provide a necessary portfolio hedge against escalating geopolitical instability and asymmetric warfare threats. Prolonged congressional gridlock and government funding shutdowns delay the awarding or payment of major defense contracts.
Defense
Showing 3 of 3 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Jeh Johnson has 3 trade ideas tracked on Buzzberg across 3 tickers since March 2026. Most covered: ITA, LMT, RTX.
