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War is now bad for defense stocks, Andreas Steno Larsen writes

War is now bad for defense stocks, Andreas Steno Larsen writes
War impact on defense stocks questioned

Andreas Steno Larsen, Founder & CEO at https://x.com/AndreasSteno, questions the traditional relationship between war and defense stocks.

In his analysis, he suggests that ongoing changes in the nature of warfare may limit the benefits that legacy defense contractors and their current procurement business models have received in the past. He further posits that the stock market could be recognizing these changes, posing challenges for established defense firms.

Steno Larsen has previously discussed how a macroeconomic risk perspective can reveal different aspects of modern warfare, according to his analysis here. In a separate note, he recounted Long Blockchain's 183 percent surge after its 2017 rebrand, just before Bitcoin's downturn here. These observations form part of his ongoing focus on shifts in financial markets.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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