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National Defense & Transition!
I wrote about America’s national defense on the Sunday before Trump 2.0 Inauguration Day (https://kotokreport.com/national-defense/). Many thanks to readers for their varied viewpoints and responses. Here are some additional observations. First, a disclosure: I hold a defense-sector ETF exposure in my personal investment account. I’m not recommending anything, just disclosing. What you read here is…