Time to Buy Defense Stocks?

Here’s the cover of the NYT website this morning. Every news service looks the same.

I’ve spoken to a lot of investors over the years, and I can count on one hand the number of times we’ve spoken about geopolitical flareups. The financial media tends to overplay the importance of these events on their viewer’s portfolios, but in my experience, they generally don’t take the bait. People mostl…

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