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![joequant Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::45808758.png) Joequant [@joequant](/creator/twitter/joequant) on x 1177 followers
Created: 2025-07-19 05:32:01 UTC

@IAmArcIvanov @Brad_Setser Personally I think it all will make sense if the US cuts defense spending massively.  Something *WILL* break and it might be dramatic.


XX engagements

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**Related Topics**
[stocks defense](/topic/stocks-defense)

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