Based on contract ramp-ups from folks I know in sales having record years/quarters tied to the US DoD (while the rest of the sales divisions miss their numbers

Based on contract ramp-ups from folks I know in sales having record years/quarters tied to the US DoD (while the rest of the sales divisions miss their numbers by huge margins) - I think that it's a foregone conclusion the powers that be expect a major uptick in hostilities sooner than later. But that's just my opinion, man. Could also be the tail wagging the dog. Either way, I think it's pretty clear we are moving from a unipolar world to at least a "more" multipolar world in the near to midterm future. Covid laid bare how utterly fragile the current supply chains are for almost everything from raw material to base chemicals to advanced chips and beyond in the western hemisphere - so it only makes sense for this to happen regardless.