Northrop Grumman Corporation (NOC)

As the U.S. attempts to match its rivals' advancements in hypersonic weapons capability, this name could be a big winner.

The yield curve certainly signals the U.S. economy will have to pass through troubled waters over the medium to even long-term, but it also signals outright economic contraction remains tomorrow's problem, not today's.

There should be no national priority greater than developing both defensive and offensive hypersonic technology.

The Nasdaq Composite suffered a 'death cross' back in mid-February and what happened after that is now clear to see.

On Tuesday, a bevy of U.S. multinational corporations finally got around to heading for the exits from doing business in Russia.

Professionally managed capital not only participated heavily on Monday, the pros showed some aggregate fear.

Overnight, commodities such as crude oil, natural gas, corn, and wheat continued to soar in dollar terms.

How will the extraction of all things Russian from worldwide participation impact the global economy?

Plus, two smaller defense stocks racked up big gains Thursday as Russia's invasion of Ukraine became reality.

It comes as no surprise that among Industrials named as outperformers by JPM were LMT, NOC, and 5 additional defense stocks.

Plus, quick technical looks at Northrop Grumman and Nvidia.

Aerojet Rocketdyne -- a leader in propulsion systems for jets, missiles and more -- is under the radar of many investors. But here's why you should know about the company that's set to report.

In order to determine what's really at stake here, I think that one must try to understand what purpose this serves for Russia, for Putin.

The market is done handing out participation trophies, at least for now. You likely won't do well just showing up and playing the game.

The outright removal of potential liquidity from the economy earlier than expected scares the living heck out of everyone who understands.

The Pacific is not unique in terms of governments shoring up defense capabilities, including major purchases from U.S.-based companies.

Let's check the charts and when would be safe to pull the trigger on a buy.

There are other areas to trade as well, but know what you are trying to accomplish.

I'm sure that those who invest in precious metals 100 years after my death will hold physical gold. Can anyone holding Bitcoin make a similar suggestion?

Market breadth was fairly awful Tuesday, though participation was down. There was no easily traceable move into or away from cyclical nor defensive type sectors.

Positive news on Omicron is more powerful at the moment, at least for the markets, than the overhanging probability of tighter monetary policy.

Assigning the central bank responsibilities extending beyond the adjustment of monetary policy creates an unknown that I do not think we can assume outcomes for.

There was a story almost entirely missed by the media on Wednesday. The Treasury Department announced a tapering of its own ahead of the Fed's policy statement.

The lack of urgency at the FDA, as it is in the defense space, is alarming.

Equities did close almost sharply lower than where they had been early on Thursday afternoon. You do want to see how this looks on a chart.