There was an interesting piece of news yesterday: Trump announced approval for the U.S. Navy to build two brand-new warships, both to be named after him, and also revealed plans to increase the number of aircraft carriers. $Huntington Ingalls(HII)$ Shipbuilding giant $Hillenbrand(HI)$ jumped more than 8% on the news. Back in February this YEAR, its financial performance was weak: profit margins had fallen to cyclical lows, and nearly all key metrics came in below expectations. The main reasons were severe inflation in recent years and sharply rising wages. More than half of HII