Oil is a no brainer, I own CVX along with several others in the space; any rational view of a greener society has to include increased fossil fuel production at least until there is something else to handle the base load, notes David Nelson. He discusses geopolitics and the market. He highlights defense stocks to watch including Lockheed Martin (LMT) and General Dynamics (GD). LMT is down 17% year-to-date and down 21% from its 52-week high and GD is down 11% year-to-date and is down 14% from its 52-week high. He then goes over current headwinds for the markets. Tune in to find out more about the stock market today.