Trump ran on a campaign of peace but here we are. I suspect this is all posturing but who knows.
In terms of stock moves, that's bullish for defense names.
Here is another notable detail from his talk:
"I'm also directing that war fighters in combat jobs execute their service fitness test at a gender neutral, age-normed male standard scored above 70%. It all starts with physical fitness and appearance. If the Secretary of War can do regular, hard PT, so can every member of our joint force. Frankly, it's tiring to look out at combat formations, or really any formation, and see fat troops. Likewise, it's completely unacceptable to see fat generals and admirals in the halls of the Pentagon and leading commands around the country in the world, it's a bad look. It is bad and it's not who we are."
That's probably bullish for Ozempic and the like ($LLY).
