Opinion: How Sustainable Are Rubio And Cruz Defense Plans?

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As the candidates talk up their national security plans in this presidential election year, defense stocks are responding accordingly, per conventional wisdom: So far this year, the largest U.S. defense primes are outperforming the S&P 500. But how sustainable are the candidates’ ideas? Sen. Marco...
Byron Callan

Contributing columnist Byron Callan is a managing director at Capital Alpha Partners in Washington.

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