According to The Kobeissi Letter, the US Pentagon's audit in 2018 cost $1 billion, marking it as the most expensive audit ever. Adjusted to 2024, these costs are estimated at $1.5 billion. This financial inefficiency may affect defense-related stocks and government bonds due to increased scrutiny and potential budget reallocations.

According to The White House, the US Army has reached its highest recruiting numbers in 15 years, which aligns with a 12-year high noted in December. This trend has been attributed to the leadership and policies under President Trump's America First initiative, which have motivated more Americans to enlist. These recruitment figures could potentially impact defense sector stocks and related industries due to anticipated increased military spending and operational scaling. However, traders should monitor further policy announcements and budget allocations that might influence market movements.