GBA Presents: RADIO SAVANT-!

If you want something to worry about that is not on the radar I'll give it to you--

Having been through this all before.. There is a very real chance that we have a gov funding problem come Jan.

and that's no joke. Because even though everyone knows eventually the problem will get fixed stocks get murdered.
 
We need to break the Feds fixation on employment. This factor is being too highly targeted.
Computer geeks fired in silicon valley they are not showing up at job searches- they are living of their options.

DoorDash fired a whole ton of people that's different that will show up. Have there been enough of that? Or is it high tech layoffs?

All these people half way working from home on Zoom or Etsy... It's just not the reliable indicator everything should be based off...
 
This is apt to start real trouble with Russia. Too bad.

We are running out of weapons to send. So some original thinking has to take place.

This would allow Ukraine to strike deep within Russia and put their power out as well...

Putin would not like this at all.

The Pentagon is considering a Boeing proposal to supply Ukraine with cheap, small precision bombs fitted onto abundantly available rockets, allowing Kyiv to strike far behind Russian lines as the West struggles to meet demand for more arms. U.S. and allied military inventories are shrinking, and Ukraine faces an increasing need for more sophisticated weapons as the war drags on. Boeing's proposed system, dubbed Ground-Launched Small Diameter Bomb (GLSDB), is one of about a half-dozen plans for getting new munitions into production for Ukraine and America's Eastern European allies, industry sources said. Although the United States has rebuffed requests for the 185-mile (297km) range ATACMS missile, the GLSDB's 94-mile (150km) range would allow Ukraine to hit valuable military targets that have been out of reach and help it continue pressing its counterattacks by disrupting Russian rear areas. GLSDB could be delivered as early as spring 2023, according to a document reviewed by Reuters and three people familiar with the plan. It combines the GBU-39 Small Diameter Bomb (SDB) with the M26 rocket motor, both of which are common in U.S. inventories. Doug Bush, the U.S. Army's chief weapons buyer, told reporters at the Pentagon last week the Army was also looking at accelerating production of 155 millimeter artillery shells - currently only manufactured at government facilities - by allowing defense contractors to build them.

 
Aerojet Rocketdyne deal pursued by GE, L3Harris, Reuters reports 12:00 AJRD, GE, LHX, TXT, LMT General Electric (GE) and L3Harris (LHX) are among suitors seeking to acquire Aerojet Rocketdyne (AJRD), Reuters' Mike Stone and David Carnevali report, citing people familiar with the matter. Textron (TXT) and private equity firm Veritas Capital are also aiming to buy Aerojet, which has a market value of roughly $4B, which has been running a process to sell itself after its $4.4B sale to Lockheed Martin (LMT) was blocked by antitrust regulators in February, the authors note. Aerojet shares are up 6.6% near noon
 
--Barclays upgrades Arista to Overweight on sustainable growth 07:51 ANET

--Defense stocks rise as Russia increases Ukraine troop mobilization

AJRD $43.40 <--------- I would stress this name. // Look how we have had all of these straight down days for over a week and still above our purchase price... I told you guys about this name. You'll hate it in a good market.

I do feel we have the possibility here for a fake out. Putin is mobilizing his drunk population for what? To get killed? Putin is going to use nuclear for what? To fight Nato? They will wipe him ff the map.

If you look at these dictators what often happens is escalation right before deal making. The Chinese are famous for this. This could be a way OUT of the War. Right. So defense stocks then would not do well...

China has their big meeting where everyone wil be afraid to say the word Covid so I expect the word Taiwan to be inserted. As in we are waging a war on.... Taiwan. Not Covid... This is truly scary scary stuff. Biden says we will defend Taiwan but does he mean it. Will American Boys and Girls go to war for this country? And would it be for this reason? Lots of questions.

Best thing we could now is get a vbunch of hypersonic weapons into Taiwans hands... AJRD again.






GBA took AJRD from $43---> $50 Still time to get back in I guess?????
 
Back
Top