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Two things come up for me. Full disclosure, I am a General Dynamic shareholder which relevance is because I felt that my defense portfolio was well positioned to withstand a crazy administration but I was sadly mistaken because GD's recent gains and triumphs all had to do with selling Nuclear submarines to our pacific allies, we even gave France the stiff arm. When I see GD at half what it once was, I have to admit that it's because we don't have those foreign allies anymore.

The Orano sale just buzzes me because it means only good things for my favorite rare earths elements mine that isn't mined, Lynas rare earths. Representing Australia's theoretical capacity to mine rare earths if they were ever embargoed, the share price is a pretty handy panic meter. I've been holding it since it was a nickel a share, so I guess we're almost 100 times more shitting our pants than we were back then. Matthew G. Moseman

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