I hate commercials on TV. If I'm watching something, the second one comes on, I switch the channel until I land on a channel that isn't on a commercial break. The problem is, they all seem to be in sync with their commercial breaks. And since I mainly flip through news channels, because of their location on the dial, I frequently land on C-Span 1 or 2.
"Where are you going with this Van?"
Last week I caught the Commandant of the Marine Corp doing a 90 minute interview with the Brookings Institute. He did a Q&A at the end with the room, lots of very bright recent college grads doing internships at various DC think-tanks.
C-Span segments like this, are gold for professional and amateur investors alike. This 4-star general went in depth about China/Taiwan. And where we currently stand from a militarily readiness point of view. I won't go over the range of things discussed, I'm sure its available on C-Span's website for anyone that cares, but I did take away one little tidbit.
Know what the ONE thing is that "keeps him up at night?" The logistics that would be required to position our strategic assets in theater if China did in fact initiate blockades etc.on Taiwan in advance of a larger military move. He said... "We don't have an answer." It's a big deal.
So for whatever it's worth, West Coast logistic and shipping companies might be worth a look. Especially those that are under contract to the U.S. government under the merchant marine umbrella. We'll be moving a lot of equipment to places like the Philippines and Okinawa just to name a few, and those merchant marine contracts are lucrative gravy trains for the shippers, especially before any shooting starts.
Just a little out loud thinking on my part if things do in fact start to get a little "warmer" over there. You long term outlook pro PM's out there do with it what you want.
~Van
"Where are you going with this Van?"
Last week I caught the Commandant of the Marine Corp doing a 90 minute interview with the Brookings Institute. He did a Q&A at the end with the room, lots of very bright recent college grads doing internships at various DC think-tanks.
C-Span segments like this, are gold for professional and amateur investors alike. This 4-star general went in depth about China/Taiwan. And where we currently stand from a militarily readiness point of view. I won't go over the range of things discussed, I'm sure its available on C-Span's website for anyone that cares, but I did take away one little tidbit.
Know what the ONE thing is that "keeps him up at night?" The logistics that would be required to position our strategic assets in theater if China did in fact initiate blockades etc.on Taiwan in advance of a larger military move. He said... "We don't have an answer." It's a big deal.
So for whatever it's worth, West Coast logistic and shipping companies might be worth a look. Especially those that are under contract to the U.S. government under the merchant marine umbrella. We'll be moving a lot of equipment to places like the Philippines and Okinawa just to name a few, and those merchant marine contracts are lucrative gravy trains for the shippers, especially before any shooting starts.
Just a little out loud thinking on my part if things do in fact start to get a little "warmer" over there. You long term outlook pro PM's out there do with it what you want.
~Van
