Today, this combination of defense and infrastructure stocks really didn't disappoint: AVAV and Caterpillar both gave out big red envelopes (big gains), and Boeing is finally slowly regaining some popularity. LMT, on the other hand, can't keep up with the formation, dropping a bit too much (literally: a bit underworldly). Looks like funds are rotating away from the defense sector?

It feels like the market is only focusing on infrastructure, drones, and new space stuff right now. Old-school defense stocks just aren't attractive in the short term. Sigh, I really want to go heavy on the infrastructure sector, but deep down, I'm always afraid of buying at a historical high and getting stuck holding the bag. 😥