Lockheed Martin Corporation (LMT)

We're probably not that far off from another bear market rally. That said, trading this market is going to be like doing the booby trap course at Camp Lejeune at night.

The march toward positive real yield territory has put the whammy on equities, primarily on tech or "growthy" type stocks that have run at higher valuations.

You are more likely to encounter an albino deer in the forest or shake hands with a friendly sasquatch than realize that interest rates have hit neutral territory.

Tech might not truly be leading markets vertically, but it is certainly leading investor behavior in a more horizontal fashion.

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.

While professional money likely participated heavily on Wednesday, the percentage of these trades that were simply price insensitive, short interest covering, risk removal trades may have been substantial.

But here's why I wouldn't hit the eject button just yet.

China promised relief on a number of issues that had contributed to intense pressure being placed on Chinese stocks at home and abroad.

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

Some of the most ferocious rallies seem to occur during bear markets. Was this just one more bear market rally?

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.

We think these names will do very well during the current crisis in Ukraine, and have market-beating dividend yields to boot.

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?

Here's our next price target and long-term price objective.

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.

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.

Picking a bottom is nearly impossible, but if one does not start layering in where the mud gets deep, then one ends up a bit light when the train leaves.

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