Victoria Coates 0.9 3 ideas
VP, Heritage Foundation
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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3/15 min ideas
By sector
Stock
3 ideas
-2.6%
Top tickers (by frequency)
LMT
1 ideas
0% W
-2.6%
RTX
1 ideas
0% W
-2.7%
GD
1 ideas
0% W
-2.6%
Best and worst calls
Best calls
GD LONG
-2.6%
The US has sufficient ammo for a short Iran conflict but is "running out quickly" in simulations regarding a conflict wi...
Mar 05
LMT LONG
-2.6%
The US has sufficient ammo for a short Iran conflict but is "running out quickly" in simulations regarding a conflict wi...
Mar 05
RTX LONG
-2.7%
The US has sufficient ammo for a short Iran conflict but is "running out quickly" in simulations regarding a conflict wi...
Mar 05
Worst calls
RTX LONG
-2.7%
The US has sufficient ammo for a short Iran conflict but is "running out quickly" in simulations regarding a conflict wi...
Mar 05
LMT LONG
-2.6%
The US has sufficient ammo for a short Iran conflict but is "running out quickly" in simulations regarding a conflict wi...
Mar 05
GD LONG
-2.6%
The US has sufficient ammo for a short Iran conflict but is "running out quickly" in simulations regarding a conflict wi...
Mar 05
The US has sufficient ammo for a short Iran conflict but is "running out quickly" in simulations regarding a conflict with China. The Heritage Foundation's AI simulations highlight a critical deficit in munitions and logistics (tankers). This implies a sustained need for increased defense spending (Trump's proposed $1.5T budget mentioned) to replenish stockpiles and build logistics capacity. Long Defense Primes and Logistics providers to capitalize on the inevitable re-stocking cycle. Budget gridlock in Congress preventing defense spending increases.
VP, Heritage Foundation