Defense Stocks Pull Ahead While the S&P 500 Stalls

Plus, The lawsuit against JPMorgan tests how banks are treated when alleged fraud runs through their rails
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Defense Stocks Are Outperforming While the Broader Market Stalls

The S&P 500 is down about 0. 82% year-to-date, and most investors are stuck in neutral trying to figure out where the next move comes from. Meanwhile, a small group of defense and aerospace companies has been quietly building gains that most people haven't noticed yet. This divergence tells us something important about where capital is flowing and what risks the market is pricing in right now.

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