Dear Reader,
Let me tell you how Wall Street really operates...
When a company like SpaceX is about to go public, the insiders always get first dibs.
Goldman Sachs…
Morgan Stanley…
The hedge fund managers…
The billionaires…
They load up on shares at rock-bottom prices.
Then — and only then — do they open the doors to regular investors.
By that point? The biggest gains are already locked in.
It's a rigged game.
And it's been this way for decades.
But Dr. Mark Skousen just found a crack in the system.
A "backdoor" that lets you grab a pre-IPO stake in SpaceX… before Elon makes the “trillion-dollar” announcement.
But space is limited…
Dr. Skousen is revealing the ticker for free.
Click here for your free “SpaceX” ticker.
Good investing,
Rachel Gearhart
Publisher, The Oxford Club
P.S. Inside this special presentation, you’ll also learn how you can stake a claim in one of the most concentrated SpaceX holdings we know of. Don’t miss your chance.
Just click on this link for the exclusive presentation.
U.S. Shipbuilding Revival: 3 Stocks to Watch Now
Authored by Chris Markoch. First Published: 3/15/2026.
Key Points
- The White House Maritime Action Plan could unlock hundreds of billions in funding aimed at restoring U.S. shipbuilding capacity.
- Defense contractors like Huntington Ingalls and General Dynamics are positioned to win large naval contracts tied to submarines and destroyers.
- BAE Systems offers international diversification, benefiting from rising European defense spending alongside potential U.S. shipbuilding demand.
- Special Report: Elon's "Hidden" Company
When President Trump signed an executive order calling for the restoration of America's maritime dominance, it set off a chain of events investors should take seriously. The order contains many elements, but the centerpiece is America's Maritime Action Plan (MAP), a sweeping blueprint to rebuild domestic shipbuilding with hundreds of billions in federal financing.
Before this is dismissed as mere spending, consider a few hard facts. Fewer than 1% of new commercial ships are currently built in the United States, and China has aggressively dominated global shipbuilding for years. The MAP is Washington's response to that imbalance.
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Take the free quiz.MAP funding isn't the only source of support. The Pentagon's proposed fiscal year 2026 (FY2026) budget and a separate reconciliation package together earmark tens of billions specifically for naval shipbuilding, including new Virginia-class submarines and guided-missile destroyers. MAP and the defense budget are distinct programs, but both point toward more shipbuilding work and contractor revenue.
For investors, that creates an interesting setup: a small group of defense contractors stands to benefit. Some are pure-play military shipbuilders, others mix defense and commercial exposure, and at least one gains a European defense tailwind on top of any U.S. upside.
Below, we break down three aerospace and defense stocks that could benefit, and what investors should know before adding them to a portfolio.
The Pure-Play Leader in U.S. Naval Shipbuilding
Huntington Ingalls (NYSE: HII) is one of the clearest beneficiaries of increased maritime spending. The company is the nation's largest military shipbuilder, and before MAP was announced it was already forecasting the potential to secure up to $50 billion in new government contracts over the next 24 months.
In its most recent earnings report, Huntington Ingalls recorded full-year revenue of $12.5 billion, an 8.2% increase year-over-year (YOY). Shipbuilding throughput rose 14% YOY and is expected to rise to 15% in 2026.
HII trimmed some 2026 gains after the report amid short-term margin concerns, and analysts warned next year's earnings may need to support the stock after a more than 100% surge over the past 12 months. Institutional investors, however, appeared to anticipate MAP: HII saw a notable increase in institutional investment in the fourth quarter of 2025, corresponding with a price surge beginning in December 2025.
As of mid-March, Huntington Ingalls trades slightly above its consensus price target, but analysts have been raising targets since the start of the year. Citigroup, for example, raised its target to $465 from $450 on Feb. 12.
A Combination of Shipbuilding Strength and Dividend Growth
If Huntington Ingalls is the primary pure-play beneficiary, General Dynamics (NYSE: GD) is a close second. The company participates in shipbuilding through its Bath Iron Works and Electric Boat divisions and also benefits from broader defense and aerospace businesses.
GD is up about 30% over the past 12 months and jumped roughly 4% after MAP funding plans were announced. That move followed a strong January earnings report in which General Dynamics posted a double beat: revenue rose 10.1% YOY and earnings increased 13.4% YOY.
GD currently trades slightly below its consensus price target, and analysts have been lifting targets—Susquehanna currently has the highest at $420.
General Dynamics appeals to both income and growth investors. It is a dividend aristocrat that recently increased its dividend for the 34th consecutive year, producing an annual payout of $6.36 per share.
A Choice for Global Defense and Maritime Exposure
BAE Systems (OTCMKTS: BAESY), headquartered in London, may have more limited direct exposure to MAP funding, but it operates a U.S. subsidiary focused on shipbuilding that could capture some U.S. dollars if the fleet rebuild becomes a major priority.
BAE also benefits from increased defense spending across Europe. It is the largest defense contractor in Europe, and its maritime segment accounted for more than 22% of 2024 revenue, which rose about 10% YOY.
BAESY is up more than 40% in the past 12 months and over 30% in 2026, with strong recent momentum pushing it near a 52-week high. Despite that run, analysts maintain a consensus Buy rating on the stock.
3 European Stocks for Riding Out Market Volatility
Authored by Dan Schmidt. First Published: 3/9/2026.
Key Points
- The war in Iran has rattled European investors, sending the Euro Stoxx 50 down more than 7% in a week.
- While the drawdown has been quick and relentless, it also presents buying opportunities for quality stocks caught in the decline.
- ASML Holdings, BAE Systems, and HSBC Holdings are three stocks to consider if you're looking for cheap European equities.
- Special Report: Elon's "Hidden" Company
War, what is it good for? For European equities, not much. European markets would have preferred to avoid the selloff after the strikes in Iran. While U.S. equities are only slightly down since the start of the week, the Euro Stoxx 50 index has already erased the last three months of gains. With oil prices surging and no end to the fighting in sight, are international stocks now an asset class to avoid? Not necessarily — investors may be able to find some quality stocks on sale for the first time in a while.
European Equities Hardest Hit by Geopolitical Tensions
Whenever geopolitical tensions move from sabre-rattling to violence, European markets tend to fall more than other global markets. This conflict is hitting Europe on multiple fronts, which is why the Euro Stoxx 50 dropped more than 7% over the four trading sessions after the outbreak of hostilities.
- Energy Shock: Europe is particularly exposed to a prolonged conflict in Iran. With more than 20 million barrels of petroleum flowing through the Strait of Hormuz each day, an extended war risks disrupting one of the world's most important shipping routes. The United States can rely on domestic production to absorb some of the shock, but Europe lacks the domestic capacity to handle another energy crisis, especially with long-term supplies already constrained by the war in Ukraine.
- Interest Rate Risk: European investors had been expecting the European Central Bank and the Bank of England to continue cutting rates amid declining Eurozone inflation. But higher oil prices are raising inflation expectations, which could prompt central banks to pause easing when they meet later this month. Traders now see roughly 50/50 odds on whether the Bank of England will cut this month, down from nearly 80% a week ago.
- Market Rotation: Going short USD and long European equities was one of the best trades of 2025, but no trade works forever — especially when a global catalyst changes the equation. Sector rotation has been a major theme in U.S. equities this year, and that trend appears to be extending to international markets as well.
3 European Stocks Built to Withstand Shocks
Iran Strikes Spark Gold Dip Shadow Miner Play (Ad)
Gold didn't dip from $5,423 to $5,000—it was forced down. After the Iran strikes, something inside the gold market broke.
While retail investors hesitate, the smart money is quietly loading up on a little-known Shadow Miner positioned for what happens next. On March 31st, a 90-year-old law could expose what's really inside the vaults, and when that happens, this Iran discount disappears overnight.
See the ticker before the resetThis downswing in European equities could be a dip-buying opportunity for high-quality companies, particularly those less exposed to geopolitical headwinds. The three companies below weren't just passengers on the 2025 rally; they spent much of the year in the driver's seat and are well positioned to lead again when European markets rebound.
ASML Holdings N.V.: Insulated by Structural Demand
ASML Holdings N.V. (NASDAQ: ASML) has become a critical chokepoint in the semiconductor supply chain. The company's Extreme Ultraviolet (EUV) lithography machines have no true rival, given their size, complexity, and unique capabilities. ASML sells only about 40 units annually, but each machine costs more than $200 million and requires extensive assembly and upkeep. With no competitor on the horizon, ASML's role in the supply chain looks secure for years to come.
ASML is also testing a key technical level that could present a quality buying opportunity. The stock has retreated to the 50-day moving average, which had been a strong area of support in 2025. The Relative Strength Index (RSI) has moved out of overbought territory, which could signal to investors that conditions are favorable to resume buying.
BAE Systems plc: Beneficiary of Increased European Defense Spending
Rising defense budgets were already a tailwind for European defense contractors in 2025, and recent events have underscored the prudence of those decisions. BAE Systems plc (OTCMKTS: BAESY) stands to benefit directly from that trend; the stock reached new highs last October. With a record backlog and solid earnings growth, any dip is likely a buying opportunity, and the stock is now showing constructive technical signals for the first time since last fall.
BAESY shares finished 2025 on a down note, but the decline was brief. The stock retook the 50-day and 200-day SMAs at the end of December and found support at the 50-day SMA again in February. A Golden Cross suggests upward momentum remains intact, and the Moving Average Convergence Divergence (MACD) indicates volatility in the stock may be moderating.
HSBC Holdings: Revenue Streams Outside of Europe
HSBC Holdings plc (NYSE: HSBC) rode the European bank-stock rally to a 12-month gain of nearly 50% before losing almost 10% in the week after the war's outbreak. That reaction looks exaggerated: HSBC's business is global, and its Asian revenue streams help insulate it from European economic turbulence. Moreover, if European interest rates stay higher for longer, HSBC's net interest income could expand.
Like ASML, HSBC shares are trading near the 50-day moving average after a long uptrend, which may present an attractive entry point for long-term investors. The RSI moving back below 70 also supports the case for opening new positions in the stock.
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