War Is Coming. Here Is How to Profit.
Marco Rubio named the industries from the Pnyx in Athens on 7 October 2026. A speech is not an order book. The FY2027 defense request is $1.45 trillion, the missile and munitions pool is about $95 billion, and the Patriot interceptor stockpile is down about 65 to 67 percent.
The letter
The 8 October 2026 issue War Is Coming. Here Is How to Profit. is the canonical write-up. The letter separates the hook from the trade. The hook is the speech and the quote tweet that followed it. The trade is the budget and the stockpile. The FY2027 request is $1.45 trillion, up about 44 percent from the $1.01 trillion enacted for FY2026, and the two are not like for like because the request bundles about $350 billion in mandatory funding. Inside it the missile and munitions pool is about $95 billion, of which CRS attributes about $52.9 billion to the named programs. Congress granted multi-year procurement authority for eight munitions. The Patriot stockpile fell from about 2,330 interceptors to between 759 and 827, a loss of about 65 to 67 percent, and THAAD fell from 452 to between 234 and 278. Reported lead times run years, not months. The letter names eight sub-tier and drone names: L3Harris, Mercury Systems, MP Materials, AeroVironment, Kratos, Red Cat, Ondas, and Unusual Machines. This page does not reprint the letter and does not carry a live price.
Read, then go to the letter
| Surface | What it is |
|---|---|
| The rearmament letter | Free Outlier Weekly issue (8 Oct 2026). Canonical on Substack. |
Same desk, other letters
Voyager is the September letter on a name whose profit does not cover its paper. Tanbreez and tungsten are the metals letters, and tungsten shares the defense-demand thread. SPCX / Anthropic is the August listing letter, and the parlay letter is the operator stack.
What this is not
- Not a ticker recommendation. The letter names eight companies as the place the growth sits. It does not tell you to buy any of them.
- Not a live print. This page does not publish a live quote, a market cap, or a contract price for any of the eight.
- Not a prediction of war. The escalation leg is stated as a scenario. The spending is the part that is already law.
- Not a budget fact until it is law. The FY2027 figures are a request. A request is not an appropriation, and a framework agreement is a production goal, not a funded order.
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