thank you - as usual a very interesting post. Wasn’t aware they were updating us 4 x times per month. Looking at your schedule it actually seems like they are consistently updating us. I see the buy side is back up today so will likely recover a bit. Personally I believe September will bring many announcements … and hopefully August there is some unexpected good news re funding other than cap raising!
266lth
Harris now in makes it more interesting… also more left leaning European election wins than expected with many countries increasing defence spending is also positive,
something trump has requested of NATO in the past.
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