Credit Crunch, Winners & Losers, Cost of Care 8/8/23
The Exchange
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The Importance of Owning a Name Like Lockheed Martin
Boeing and Ray Theon are two of the three biggest holdings in the defense sector ETF. Lockheed Martin has been a laggard down 6% all year. I think for a counter trend purchase, investors could use defense as a hedge against tail risk events. Disney is going to be poised longer term to benefit from great management and good leadership.
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