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Tracking Government Stakes and Stock Performance

https://www.schaeffersresearch.com/content/bgs/2026/06/02/tracking-government-stakes-and-stock-performance

6/2/2026 12:23 PM

Subscribers to our Substack, The Contrarian Edge, received this commentary on Saturday, May 30. Last year was the year of the TACO trade, when investors realized they could trade the marke...

Nothing Can Stop Defense Stocks Right Now

https://www.schaeffersresearch.com/content/bgs/2025/11/04/nothing-can-stop-defense-stocks-right-now

11/4/2025 1:13 PM

Subscribers to Chart of the Week received this commentary on Sunday, November 2. We’re more than halfway through earnings season, yet there’s only one sector out there that’s wrapped up its...

The Rise of Drone Stocks in 2025

https://www.schaeffersresearch.com/content/education/2025/07/10/the-rise-of-drone-stocks-in-2025

7/10/2025 1:00 PM

Drone technology is soaring to new heights in 2025. Once limited to niche military or hobbyist use, drones are now becoming essential across a wide range of sectors -- from defense and public safety t...

Trump's 'Golden Dome' Places 3 Defense Stocks in Focus

https://www.schaeffersresearch.com/content/news/2025/05/21/trumps-golden-dome-places-3-defense-stocks-in-focus

5/21/2025 2:54 PM

President Donald Trump today revealed plans to build what he calls a "Golden Dome" around the United States to protect it from missile attacks. The project involves setting satellites into orbit above...

Viasat Stock Eyes Best Day Ever After Data Business Sale

https://www.schaeffersresearch.com/content/news/2022/10/03/viasat-stock-eyes-best-day-ever-after-data-business-sale

10/3/2022 10:50 AM

Viasat Inc (NASDAQ:VSAT) is up a whopping 45.1% at $43.85 at last check, after news that defense contractor L3harris Technologies (LHX) will acquire the company's Link 16 tactical data business for r...

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