
Reality shows that sometimes our nation’s leaders leave promising investment opportunities hiding in plain sight. For example, in March, Congress passed a continuing resolution (CR) to fund the government through the end of fiscal year 2025. Not only does this prevent a government shutdown, but it also highlights the new Congress’s evolving priorities, helping investors spot key opportunities.
One area standing out so far in 2025 is defense spending. Many defense stocks had been under pressure earlier this year over concerns about possible defense budget cuts as part of the Department of Government Efficiency (DOGE) initiative. However, the latest CR secured an additional $9 billion for the Department of Defense (DoD), emphasizing modernization and new technologies.