Group 1: Geopolitical Context - The Trump administration is reportedly collaborating with Russia to draft a new peace plan for Ukraine, led by envoy Steve Witkoff and Russian envoy Kirill Dmitriev [1][2] - The proposed plan is based on four pillars: peace in Ukraine, security guarantees, European security, and future U.S. relations with Russia and Ukraine [2] - Key contentious issues, particularly territorial control in eastern Ukraine, remain inadequately addressed, raising questions about the feasibility of the agreement without Ukraine's involvement [3][4] Group 2: Global Power Dynamics - The global power structure is shifting towards a multipolar world, challenging the previous dominance of American hegemony, which may lead to significant geopolitical consequences [5] - Geopolitical tensions and conflicts are increasingly seen as a structural feature of the new paradigm, with armed conflicts rising since 2011 [6] Group 3: Defense Sector Investment Opportunities - The defense sector is expected to attract bullish investors due to sustained demand, with Direxion's exchange-traded funds (ETFs) providing a mechanism for speculation [7] - The Direxion Daily Aerospace & Defense Bull 3X Shares (NYSE:DFEN) offers leveraged exposure to the aerospace and defense sector, tracking 300% of the performance of the Dow Jones U.S. Select Aerospace & Defense Index [8] Group 4: Performance of Direxion ETFs - The DFEN ETF has gained approximately 109% since the start of the year and about 47% over the trailing half-year period, although recent momentum has faltered [12] - The DFEN ETF has experienced volatility, with a decline of over 20% in the trailing month, potentially linked to broader market sentiments regarding interest rate cuts [12]