As we all knew, Trump wants to hike the defense budget to $639B from $587B and, as global macro investor, I’m trying to identify who’s going to earn that money.
Right now I’m analizing the industry to see which one of the companies that composes that will increse more its contracts.
But, to sa something clear, I can say that I won’t probabl bet on aeronautics companies at the moment as NASA has seen that part of its budget cut as ou can see in the chart below:
I’ll update the post once I have studied the idea more.
After some reviews, I haven’t find anything at a good price.
But, if the US continues attacking Syria, I’ll consider investing in some defense companies (specially missile ones, as I expect them to attack the country with missiles from planes and ships).