Possible scenario
Ethics Backlash Builds
25% Chance
Democrats and some defense hawks challenge the role of major Pentagon-linked entrepreneurs in shaping future-war policy. The issue is likely to draw scrutiny because SpaceX already has defense contracts and Anduril is a major beneficiary of the startup procurement push.
Secondary impacts
- Industrials -0.1%
- Technology -0.1%
Tickers
- SPCX-1.0%
- TSLA-0.4%
- PLTR-0.4%
Portfolio impact
S&P 500-0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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