HII

1 deep-dive · 3 policy notes

Deep-dive research

XOM:CVX:OXY:EOG:COP:HAL:SLB:BP:SHEL:USO:DAL:UAL:AAL:LUV:SAVE:CCL:RCL:NCLH:TSLA:STLA:GM:F:WMT:TGT:COST:AMZN:HD:LOW:ROST:TJX:FIVE:MP:PLTR:LMT:GD:NOC:RTX:HWM:GE:HII:AA:KALU:CENX:CLF2026-07-21

Policy Pulse — Global — 21 Jul 2026

🌍 Hormuz crisis: Day 9 of US strikes on Iran, Houthis blockade Saudi, Brent at 9.22, US gas at /gal. Canada hit with 50% Section 338 tariffs on 0B of goods. Section 122 expires in 3 days (Jul 24). Impact: 🟢 BUY XOM, CVX, OXY, WMT, TGT, COST, TSLA, MP | 🔴 SELL DAL, UAL, AAL, CCL, STLA

us-onlystocksglobaliranoil

Mentioned in Policy Pulse

HII:GD:NUE:STLD:CLF:LDOS:RTX:KTOS:LMT:PLTR:INTC:MP:USAR:WMT:TGT:HD:LOW:NKE:AMZN:NVDA:AMD:AVGO:MU:NEM:AEM:VLO:PSX:COIN:HOOD:BULL:DJT:FDX:UPS2026-10-07

Policy Pulse - Trump / US Watch - 07 Oct 2026

Trump unveiled Anduril's USD 3.7 billion Arsenal-2 submarine shipyard at Sparrows Point with a Navy contract of up to USD 2.9 billion and announced a 40 percent US government stake in the operating subsidiary, a 15 percent lift to Virginia-class production capacity that is positive for NUE and STLD on naval steel while leaving incumbents GD and HII two-sided as a new component competitor enters. The August trade deficit widened to USD 105.6 billion, the widest since Liberation Day, on record imports led by semiconductors and nonmonetary gold, positive for NVDA, AMD and NEM. The IRS issued a staking safe harbour, positive for COIN and HOOD.

policy-pulseus-onlydefenceshipbuildingtariffs

WMT:TGT:COST:AMZN:HD:LOW:XOM:CVX:OXY:EOG:HAL:SLB:DAL:UAL:AAL:SAVE:CCL:RCL:NCLH:PLTR:LMT:GD:NOC:RTX:HII:LLY:MRK:JNJ:PFE:ABBV:TEVA:MYL2026-07-24

Policy Pulse — Trump/US — 24 Jul 2026

Section 122 expires, replaced by Section 301 (10-12.5%) forced labor tariffs on 60 economies. Iran tariff EO signed. Hormuz crisis deepens — oil above $100. Generic drug tariff timeline begins. Stock impact: BUY oil/defence/retail, SELL airlines/cruises/generic pharma.

policy-pulsetrumpus-onlysection122tariffs

PLTR:LMT:GD:NOC:RTX:HII:XOM:CVX:OXY:HAL:HOOD:BK:STT:WMT:TGT2026-07-09

Policy Pulse — Trump — 09 Jul 2026

Trump's brokers bought 0M-4M in defence stocks (Palantir, Lockheed Martin, GD). Iran MoU declared 'over' — oil surges to 8. Trump Accounts launch with 0B expected inflow. India defends against Section 301 tariffs on Day 3 of USTR hearings.

policy-pulsetrumpus-onlyleader-tradesiran-war