"Of course, for those who expect to retain a significant amount of exposure to the U.S. market, politics matter a great deal. And on this note, I think one of the only realities that's indisputable about the first year and a bit of Trump's second presidency is that unpredictability appears to be a feature, not a bug. Economists, analysts and market experts largely have no idea where trade, monetary or fiscal policy is headed."
"Lockheed Martin is a top U.S. defense contractor with exposure to many of the top defense programs the government relies on for its air, missile, space and cyber systems. Indeed, if there ever was a company with a dominant market position one would equate with a monopoly or oligopoly, the U.S. defense industry is one such area I'd suggest is perhaps the "text book example" of such a sector."
Investors rebalancing portfolios at the New Year must consider sector, market, and economic allocation decisions. Political developments in the U.S. significantly influence market exposure and policy direction. Early years of Trump's second presidency exhibit heightened policy unpredictability across trade, monetary, and fiscal areas. Markets may continue upward despite persistent bearish headwinds that could derail the rally. Upcoming U.S. midterm elections have the potential to reshape company outlooks. Lockheed Martin stands to benefit from sustained government defense spending due to its dominant position across air, missile, space, and cyber programs and associated pricing power within an oligopolistic defense industry.
Read at 24/7 Wall St.
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