For all the political dithering over whether Europe is really going to invest seriously in defense again, Germany's largest arms manufacturer seems pretty clear that it's forecasting a bull market. 

https://www.dw.com/en/germanys-rheinmetall-eyes-growth-chance-as-europe-rearms/a-71896640

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As much as we want the war to end this is good for heading towards a more multipolar world asap.