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REPORT: American forces could potentially lose next war to RussiaChina…

“As tensions with North Korea heighten, Rand’s 190-page report, entitled “U.S. Military Capabilities and Forces for a Dangerous World,” also discussed war scenarios with NATO-Russia involving the Baltic states” writes -rand Analysis for cnbc.com. “Put more starkly, assessments in this report will show that U.S. forces could, under plausible assumptions, lose the next war they are called upon to fight, despite the United States outspending China military forces by a ratio of 2.7:1 and Russia by 6:1,” read the report. However, Rand’s study was funded in part by the department,…

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Is Germany the new leader of the free world? Not a chance.

“I have great respect for the German people and their economy, but it’s ludicrous to believe Germany will displace the U.S. as leader of the free world” writes Tom Rogan for washingtonexaminer.com. Yet, in Washington and other capitals around the western world, commentators and think tankers are increasingly optimistic that Germany will assume the mantle of global leadership.Nevertheless, the idea that Germany is somehow going to rise to displace the U.S. in global leadership is utterly ludicrous.Third and most important, Germans themselves do not want to lead the world.First off,…

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Tax changes may give defense companies an 8-13 percent EPS boost, analyst says

“Even so, Boeing with a tax rate currently above 30 percent would still benefit from tax reform, Arment wrote” writes unknown author for cnbc.com. The Senate passed its tax overhaul proposal on Saturday after the House earlier approved its own tax reform legislation.Under tax reform, though, the maker of the Patriot air defense missile system would likely see a lower tax rate in 2018.Overall, Arment estimates the current average tax rate for the aerospace and defense group is about 28 percent.However, the analyst said the three aerospace giants would see…

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America quietly backed down against China again

“But the baton on port calls, and Taiwan policy as a whole, is probably being handed over to the executive branch” writes Julian G for businessinsider.com. As I observed earlier this year, Congress has usefully intervened on Taiwan policy with several bills, including the Taiwan Travel Act and the Taiwan Security Act.On the other hand, just as Congress backs off its effort to manage Taiwan policy and push port calls, the Trump administration’s China team may finally be coming together behind the idea. Source: businessinsider.com Share This:

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After taxes, this is the next big Trump-fueled investment theme

“LMT, +0.11% This is truly a 21st Century defense technology, targeting land targets and submarines as well as surface-to-air missiles that can take down aircraft, cruise missiles, and even intercontinental ballistic missiles” writes Jeff Reeves for marketwatch.com. It’s an open secret that the White House has no clear agenda or legislative plan for 2018 after this tax effort.With increased military tensions and the White House’s general favorability towards defense spending, Lockheed’s fortunes seem unlikely to change soon. The stock is up 28% so far in 2017 and should appreciate as…

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Defense stocks gain as North Korea fires missile

“The major U.S. stock indexes pulled back in afternoon trading, defense stocks rallied following reports that North Korea fired an unidentified ballistic missile” writes Leia Klingel for foxbusiness.com. Defense stocks were benefiting from the latest missile launch with the likes of Northrop Gruman (NOC), General Dynamics (GD) and Aerojet Rocketdyne Holdings (GY), among others, all higher. Source: foxbusiness.com Share This:

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Congress’ budgetary uncertainty is harming the troops

“Imposed in the Budget Control Act of 2011, the defense spending caps have inserted complexity and uncertainty into the defense resourcing process” writes Carter Ham for washingtonexaminer.com. Second, now is the time to eliminate (or at least waive) the harmful and counter-productive defense spending caps.Congress must vote to remove the defense caps now.The defense budget is big. Source: washingtonexaminer.com Share This:

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Week 12 Yahoo Fantasy Football: NFL DFS picks, lineup advice for GPP…

“Over the past six games, New England’s defense has allowed an average of 12.5 points, and over the past three games, the Patriots have five takeaways” reports sportingnews.com. Our Week 12 lineup follows a somewhat similar strategy, as we pay up for a couple big-time WRs and triple-stack a QB-WR-TE trio against an inferior defense.Fresh off tossing three TDs against the vaunted Broncos pass defense, Dalton matches up against a Browns defense that entered Week 11 with the fourth-most fantasy points per game (FPPG) allowed to QBs. Source: sportingnews.com Share This:

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