The Middle East War: Let's Talk About U.S. Defense Stocks

2026-03-03 09:32:00 ET

Why the Defense Rally Was the Most Predictable Move of the Year

For most people in the world, especially those traveling in the UAE, Qatar, and other countries of the Middle East, the news of a full-scale war between the U.S., Israel, and Iran felt like a shocking escalation. Even the U.S. president admitted that the biggest surprise of this war was Iran’s attacks against Arab countries. But for me, and all of my friends and family who are living in Israel, this wasn’t news. In fact, we have been waiting day-to-day for more than a month and a half for war to begin, since the anti-government protests in Iran , and as the U.S. has been dramatically increasing its military presence in the Middle East. So, in a way, it was a relief for many Israelis. No one likes war, but the unknown and the looming possibility of escalation make your life so much more stressful. We had been on edge, and judging by the unheard-of amount of military power the U.S. has accumulated, it is not surprising Iran has started attacking the U.S. bases in different countries (the fact that their missiles are reaching hotels in the UAE is another topic for a different kind of article)....

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