F2· Preview
Market Structure and Competition — Public Goods and Markets
Public goods create entire investment sectors. Government provision of national defense builds a captive procurement market for contractors like LMT, RTX, and NOC; infrastructure bills directly fund construction, IT, and materials companies; and healthcare's public-good nature drives persistent policy risk. This module teaches you to track government budget cycles as leading indicators for sector rotation into defense, utilities, and healthcare before the appropriations actually flow.
⏱ 16 minModule F2.10
// What you'll learn
- Public goods create entire investment sectors.
- Government provision of national defense builds a captive procurement market for contractors like LMT, RTX, and NOC; infrastructure bills directly fund construction, IT, and materials companies; and healthcare's public-good nature drives persistent policy risk.
- This module teaches you to track government budget cycles as leading indicators for sector rotation into defense, utilities, and healthcare before the appropriations actually flow.
// Full access
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