You could go long Lockheed Martin. Also, IIRC quite a large portion of Boeing also does private government (defense) deals.
Do not think anything is going to happen. Russia will continue to rock the boat. And Biden wants to dance together. Market will be whipsawed again and again. So Putin has the upper hand. West suffers. Market crashed and energy prices skyhigh. Russia and OPEC will be very happy. Bad for US economy and global stock markets.
I'd be happy if Russia & the rest of OPEC try to fuck the Western producers for the second time as in many years. Looking forward to snatching up a few more OIL stonks. Especially with the oil-stocks-are-evil hippie sentiment.
Russia does not spend all that money over years and years of clamoring over Ukraine to then build-up a huge military presence on the Ukraine border only to back down now. This is a guy who goes all "brokeback mountain" when the photo-op presents itself. His ego is as inflated as Trump's.
Ukraine isn't about Putin, it's about sphere of influence. The US spent 2 decades promoting/financing democracy in Ukraine in pure cold war fashion and the ouster of their communist leader is proof it worked. Putin is in a cold war mindset, showing the world that dictatorships of the right or the left are about control, not social ideology. He says Ukraine cannot become part of NATO on its border as it threatens its security. The US is taunting him to invade knowing the cost to Russia will be unbearable.
You clearly don't know anything about Ukraine. Russia never spent any money on Ukraine, they only stole money from them. After then-president Viktor Yanukovych fled his palace during Ukraine’s bloody 2014 revolution, law enforcement agents across the globe focused on one question: How did the Kremlin-backed politician and his cronies make $40 billion in state assets disappear? Yanukovych took care of a few Russians and helped them to steal billions from Ukraine. Yanukovych was a puppet on a string from Putin. Putin gave Yanukovych a place to live as thanks for the billions he gave to Putin and his friends.
If you know Ms. Victoris Nuland did in Ukraine, you would know why Putin has been so upset. Putin thinks the breakup of former Soviet Union was all CIA's doing. And Ms. Nuland tried to pick the Prime Minister of Ukraine back in 2014. All European countries denounced her move. And yet Hilary Clinton supported Ms. Nuland. Google Ms. Nuland Ukraine leak.
Clearly I do not. And clearly you do not understand the psychology of latent despots. He's going to invade, for the sole purpose of spiking oil prices, causing a recession, and crashing my long positions. That is his singular goal.
So OIL spikes up. Does this mean oil stonks also crash up? Because if that's the case, then I'm sure Putin is doing this on purpose for the sole reason to make sure my shorted OOTM calls on Suncor blow past my strikes.