equities TLT and defense contractors
What the county recorded
This item is not from the published agenda
It is a stretch of the recording that this archive identified as a separate matter — a call to order, a recess, or something taken up that the agenda does not list. There is no official title, no staff recommendation and no disposition, because the county never recorded one. Everything below is inferred.
The source document
The county’s agenda for Planning Commission, Mar 5, 2026
The published PDF, as served by the county. This item is one entry in it.
What was said
Machine transcription of 1m of recording, with speaker names inferred from voice matching. 100% of 8 lines carry a name. It shows what was said, not what was decided, and both the words and the names can be wrong.
Feels like you're way ahead in the equities until you have that correction. Now if you take that dry powder when the correction happens and buy it marketless.
I was just telling if there's a keep your eye on TLT, there's gonna be a golden opportunity to buy it here. Because once he puts war
Well they're already having a meeting with defense uh the big defense contractors about how to replenish because they're using missiles and stuff. and either you know ramp up production or replenish that supply.
Mm-hmm.
Let's go.
How's that?
Right David. I'm
all set. Yeah.