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LAForeverHall's profile
Liz
Liz
Liz
@LAForeverHall

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Liz

@LAForeverHall

ArIeS. InFp. ChAoTiC NeUtRaL. RaVenClAw. Investor, marketer, performance artist. My investing articles: https://lizardbrain.substack.com/ 

Joined March 2012

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    1. Liz‏ @LAForeverHall May 20
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      Why shouldn’t I get long all defense stocks? Government spending is unlikely to go down and our military hegemony is the threat that keeps our economic system intact. Military spending is like the maintenance capex of the United States.

      45 replies 14 retweets 270 likes
    2. Ionian Macro‏ @IoniMac May 20
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      Replying to @LAForeverHall

      This has literally been my PA thesis Just gotta make sure you're buying the guys that stay ontop I like Northop

      2 replies 0 retweets 8 likes
      Liz‏ @LAForeverHall May 20
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      Replying to @IoniMac

      Love that thesis.

      2:36 PM - 20 May 2020
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      • Robert Daniel Sigal
      1 reply 0 retweets 2 likes
        1. CHANGVS PETROLICVS AURELIVS‏ @caurelius May 20
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          Replying to @LAForeverHall @IoniMac

          Careful on this thesis... for the first time in a long time we have a government that, although praises our military might, has shown a desire and willingness to stop playing world cop. If the Pax is over, there are way better sectors to invest in than traditional defense...

          0 replies 0 retweets 2 likes
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