Investment Safe Havens Post Supreme Court Ruling on Trump Tariffs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy RTX?
Source: seekingalpha
- Defense Sector Outlook: Analyst Julia Ostian views the defense sector as a structural safe haven for 2026, suggesting Northrop Grumman (NOC) and RTX Corp. (RTX) as attractive alternatives to Lockheed Martin (LMT), which has rallied 40%, reflecting concerns over military buildup in the Middle East.
- Infrastructure Investment Opportunities: Leo Nelissen emphasizes that the tariff policies of the Trump administration aim to bolster the U.S. industrial base, recommending Class I railroads like Union Pacific (UNP) and CSX Corp. (CSX), along with Eaton (ETN) and Quanta Services (PWR), which are crucial for grid and infrastructure modernization.
- Gold and Software Investments: Victor Dergunov is considering increasing gold positions while rotating back into undervalued high-quality software, particularly in cybersecurity, indicating a strategy to navigate market volatility, while also closely monitoring Bitcoin (BTC-USD) prices for potential recovery.
- Brazilian Market Selection: Multiplo Invest highlights that its recommended stock portfolio rose 24.9% in 2025, and after adjustments for 2026, it included Brazilian stocks, viewing Itaú (ITUB) as a safe investment immune to tariff risks, reflecting confidence in the Latin American market's stability.
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Analyst Views on RTX
Wall Street analysts forecast RTX stock price to fall
14 Analyst Rating
9 Buy
5 Hold
0 Sell
Moderate Buy
Current: 197.630
Low
168.00
Averages
195.77
High
215.00
Current: 197.630
Low
168.00
Averages
195.77
High
215.00
About RTX
RTX Corporation is an aerospace and defense company, which provides advanced systems and services for commercial, military, and government customers worldwide. The Company operates through three segments: Collins Aerospace, Pratt & Whitney, and Raytheon. Collins Aerospace segment provides technologically advanced aerospace and defense products and aftermarket service solutions for civil and military aircraft manufacturers, commercial airlines, and regional, business and general aviation, as well as for defense and commercial space operations. The Pratt & Whitney segment supplies aircraft engines for commercial, military, business jet, and general aviation customers. The Raytheon segment provides defensive and offensive threat detection, tracking and mitigation capabilities for the United States and foreign government and commercial customers. The Raytheon designs, develops, and provides advanced capabilities in integrated air and missile defense, smart weapons, missiles and others.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Defense Sector Outlook: Analyst Julia Ostian views the defense sector as a structural safe haven for 2026, suggesting Northrop Grumman (NOC) and RTX Corp. (RTX) as attractive alternatives to Lockheed Martin (LMT), which has rallied 40%, reflecting concerns over military buildup in the Middle East.
- Infrastructure Investment Opportunities: Leo Nelissen emphasizes that the tariff policies of the Trump administration aim to bolster the U.S. industrial base, recommending Class I railroads like Union Pacific (UNP) and CSX Corp. (CSX), along with Eaton (ETN) and Quanta Services (PWR), which are crucial for grid and infrastructure modernization.
- Gold and Software Investments: Victor Dergunov is considering increasing gold positions while rotating back into undervalued high-quality software, particularly in cybersecurity, indicating a strategy to navigate market volatility, while also closely monitoring Bitcoin (BTC-USD) prices for potential recovery.
- Brazilian Market Selection: Multiplo Invest highlights that its recommended stock portfolio rose 24.9% in 2025, and after adjustments for 2026, it included Brazilian stocks, viewing Itaú (ITUB) as a safe investment immune to tariff risks, reflecting confidence in the Latin American market's stability.
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- Flight Cancellation Overview: Approximately 3,000 flights have been canceled since the conflict began, leaving travelers stranded globally, particularly in Australia, Brazil, and the Maldives, resulting in significant inconvenience and economic losses for airlines and passengers alike.
- Airspace Closure Impact: Following U.S. and Israeli military strikes on Iran, airspace across the Middle East has been closed, severely affecting flights to and from major hubs like Dubai, Tel Aviv, and Doha, with over 40 flights forced to divert early Saturday morning.
- Airlines' Response Measures: Major airlines are repositioning aircraft to cope with the ongoing airspace closures, with Etihad starting to relocate its A380s from its Abu Dhabi hub, and they are expected to add extra flights once airspace reopens to accommodate the surge in demand.
- Travel Insurance Concerns: Standard travel insurance policies generally do not cover events that have already occurred, meaning travelers must have purchased more expensive
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- Leadership Transition: The death of Iran's Supreme Leader Khamenei, confirmed by state media, initiates the second leadership transition since the 1979 Islamic Revolution, a moment deemed historically significant yet fraught with uncertainty regarding its outcomes.
- Bleak Economic Outlook: Analysts caution that Khamenei's death does not equate to regime change, as the Islamic Revolutionary Guard Corps retains power, suggesting minimal prospects for political or economic liberalization in the near term, leaving investors in a state of ongoing uncertainty.
- Mixed Public Reaction: While some Iranians celebrated Khamenei's death on social media, viewing it as a potential turning point for the nation, analysts emphasize that such jubilation does not guarantee genuine regime change, and the future political landscape remains to be seen.
- Fragmented Opposition: The Iranian opposition in exile is deeply fragmented and lacks unified leadership, facing challenges in establishing credibility domestically, with the risk that importing political figures from abroad could lead to repeating past failures in political transitions.
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- Weapon System Upgrade: The U.S. employed the LUCAS suicide drones, modeled after Iranian designs, for the first time in combat, with each unit costing approximately $35,000, highlighting a shift towards affordable weaponry in modern warfare.
- Missile Strike Capability: The U.S. plans to acquire 57 Tomahawk missiles in 2026, each averaging $1.3 million, capable of striking targets from 1,000 miles away, thereby enhancing America's deep-strike mission capabilities.
- Fighter Jet Deployment: F-35 stealth fighters and F/A-18 multi-role jets were extensively utilized in the strikes, with the F-35's radar-evading technology and precision munitions significantly boosting U.S. air superiority in the Middle East.
- Strategic Implications: This airstrike represents a more aggressive military strategy by the U.S. in addressing Iranian threats, potentially escalating regional tensions and impacting global energy markets.
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- Operating Earnings Decline: Berkshire Hathaway reported Q4 operating earnings of $10.2 billion, down 29% year-over-year, primarily due to weakness in its insurance business, highlighting challenges in its diversified operations.
- Insurance Business Losses: Insurance underwriting profits plummeted 54% to $1.56 billion, while investment income fell nearly 25% to $3.1 billion, reflecting pressures in the insurance market and its impact on overall profitability.
- Annual Overall Earnings Drop: Total overall earnings for 2025 fell to $66.97 billion from $89 billion the previous year, indicating volatility in investment performance and potential implications for shareholders.
- Cash Reserves Slightly Decrease: Despite no stock buybacks, Berkshire's cash reserves dipped from $381.6 billion to $373.3 billion, demonstrating a cautious approach to capital allocation and reflecting its strategy in navigating market fluctuations.
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- U.S. Attack on Iran: The recent U.S. military action against Iran is expected to escalate existing geopolitical tensions globally.
- Increased Defense Spending: In response to these tensions, countries around the world are raising their national defense budgets.
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