"Geopolitics is getting worse, it's not getting better" - That's JPM's Jamie Dimon . With conflicts and polarization on the rise, defense becomes an important equity portfolio allocation and RTX (NYSE: RTX ) is positioned in industry's future core: air defense and I believe in an integrated approach to understand business. In this way, I foster a unique blend of experience in the CFO and Investment pathways. As such my goal is to perform consistent analysis that reflects an inside view of firm mechanics and ...