The real business of the war is all theatre/theater

[Terrance]

Rather than rely on a great fairy tale (i.e., GR)  for information about
how war affects defense companies, I suggest  you pick a public defense
company (i.e., Boeing, NYSE symbol BA) and paper trade its stock and
bonds for 3 months (1/4).  In other words, pretend you have just
purchased 1,000,000 shares of Boeing stock and 50,000 Boeing bonds or
$50, 000, 000 of BA stock and $50, 000, 000 of BA bonds (a position any
big portfolio manager in the USA might hold today). You'll want to check
the historical charts to find out how wars (hot and cold) influence
profits at BA. 

Just my advice, and it's free, a real investor, a very good investor, 
is a long term investor. And real investors sell defense stocks during
times of war. 

Peace and Prosperity, 

Jane