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Industrials Week and Why Google Is No Longer the Cool Kid
Markets are selling off pre-market after Yemen declared a naval blockade targeting Saudi shipping and struck two tankers in the Red Sea, with oil spiking and Trump saying Iran will be held responsible.
This is industrials week for me. Chubb and Northrop Grumman both reported strong earnings earlier and I wrote them up on Substack, with Lockheed Martin, RTX and Blackstone landing today. GM's defense subsidiary is a leading contender to build a large infantry squad vehicle to replace the Humvee, with the Army planning to buy 10,000 trucks and 1,200 already ordered in a deal worth more than $1…
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