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Geopolitical tensions are rising in several regions of the world, and governments are expected to increase their defense spending in the years ahead. This has investors looking to aerospace and defense stocks. The entrenched Russia-Ukraine war, widespread conflict in the Middle East, military posturing in the ongoing US-China trade conflict…

After a relatively quiet week for the S&P 500, we’re seeing some interesting shifts in sector dynamics. Let’s dive into the latest rankings, RRG analysis, and what it means for our portfolio strategy. Sector Shifts and RRG Insights: Materials on the Move The big news this week is the ascent…