Volodymyr Zelenskiy

"He cannot let go of the very idea of war... in reality he is a slave to war." Zelenskiy argues that the aggressor is psychologically incapable of de-escalation. If the war is driven by an existential obsession rather than rational geopolitical goals, the conflict will be prolonged. A "forever war" scenario necessitates sustained and increasing defense spending by NATO and Western allies to support Ukraine and replenish depleted stockpiles. LONG. The thesis supports a secular bull market for defense contractors and aerospace firms. A sudden, unexpected diplomatic breakthrough or regime change in Russia could lead to a rapid de-rating of the defense sector.

"He cannot let go of the very idea of war... in reality he is a slave to war." Zelenskiy argues that the aggressor is psychologically incapable of de-escalation. If the war is driven by an existential obsession rather than rational geopolitical goals, the conflict will be prolonged. A "forever war" scenario necessitates sustained and increasing defense spending by NATO and Western allies to support Ukraine and replenish depleted stockpiles. LONG. The thesis supports a secular bull market for defense contractors and aerospace firms. A sudden, unexpected diplomatic breakthrough or regime change in Russia could lead to a rapid de-rating of the defense sector.

"He cannot let go of the very idea of war... in reality he is a slave to war." Zelenskiy argues that the aggressor is psychologically incapable of de-escalation. If the war is driven by an existential obsession rather than rational geopolitical goals, the conflict will be prolonged. A "forever war" scenario necessitates sustained and increasing defense spending by NATO and Western allies to support Ukraine and replenish depleted stockpiles. LONG. The thesis supports a secular bull market for defense contractors and aerospace firms. A sudden, unexpected diplomatic breakthrough or regime change in Russia could lead to a rapid de-rating of the defense sector.