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ClearedHot

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Everything posted by ClearedHot

  1. If you are basing your assessment on two months of the stock market, have not made hedges and actually made money off these events...then you are most certainly a sheeple.
  2. Ok - start with Waivers given to GO's
  3. Yup, He tapped out.
  4. We will see...epic battle already as the swamp makes one last effort to hide the truth...the FBI "suddenly" found thousands of pages of documents.
  5. Epstein list supposed to be released in full today, will be interesting to see how much oxygen that consumes and who is caught up in the web. One of the flight trackers on X was monitoring to see how many business jets left the country last night.
  6. And we flew uphill, both ways!
  7. The LED lighting issue on nogs was news to this dinosaur.
  8. NetJet...yikes! Nice save SWA!
  9. Heard some intel out of the five sided wind tunnel that OSD is shopping a plan to consolidate from 11 to 5 Combatant Commands...SOCOM survives as one of the five. That would be a LOT of GOs left looking for a chair.
  10. Understood. I have seen malfeasance by some of the bigs and I am happy when they get caught...reference Raytheon getting fined to the tune of $950M. I will always be in favor of stopping corruption, my concern is the universal belief that Industry is printing money off government contracts when in fact the norm is about 8% profit. I am very concerned when these sweeping changes don't account for the 2nd and 3rd order effects that actually REDUCE competition and lower the bar on what capabilities are delivered to the warfighter.
  11. In recent years some have seen the impact and argued to fund some companies in order to maintain the industrial base. Kind of scary that there is only one U.S. company than can build submarines. Even more concerning when Virginia Class subs were on the list of 17 cut exclusions because they are so integral to INDOPACOM, especially in the Defense of Taiwan scenario. One way they government has tried to encourage innovations and growth is through (Modular Open System Architecture (MOSA), architectures where the government is not vendor locked to a single OEM software/hardware solution. Meaning, most new systems have MOSA from the start so if someone invents a new widget that increases capability, the government does not have to go back to the OEM and pay them to integrate it. It is supposed to be plug and play as long as they comply with ICDs.
  12. I COMPLETELY disagree with that statement. Having worked in that world for a number of years now I am guessing you don't know what is really happening. The government has been pushing a LOT of risk to industry for years then pulling the rug out from under them at the last minute, which is one of the reasons we only have three companies than can produce a new fighter. At one point a few years ago OSD actually tried to tell industry that THEY would decide how individual companies spent their IRAD $...pure lunacy. I am not saying these companies are perfect, they are not, but at the end of the day they are publicly owned, failure and waste is passed on to your 401K. For the last 10 years the government has been trying OTA contracts that push all the risk to industry. Great in concept but when you move the goals posts these companies will stop playing the game and you will end up with one or two bidders...not the best for innovation or price. Look at the Lite-Attack program...run under and OTA where multiple companies got a small amount of IRAD $ to develop a solution. They ran an experiment and numerous companies spent hundreds of millions of dollars only to have the government say....never mind. AND, they did it TWICE. The same thing is happening with NGAD, three flying prototypes which costs HUNDREDS of millions to develop and now USAF is taking a pause to re-evaluate...those loses have a horrible impact on operations, IRAD investment and stock price. It is not a perfect system and we need changes but the government has to have some skin in the game as well if the want to push the innovation boundary and get the best product for the warfighter.
  13. I think the goal was to restore free speech, and yeah, it worked.
  14. I must have missed your outrage when Biden killed thousands of coal miner jobs...his flippant retort for all those people was "learn to code". Not defending what is happening as I think it is unneeded chaos....but the other side has done things that are equally insensitive and I never heard a peep out of you.
  15. Trump names right-wing commentator Dan Bongino as deputy FBI director
  16. Yes, but popping missiles at Vipers is somewhat new (at least int he news).
  17. MSNBC cancels Joy Reid’s lefty show as network makes major shakeup The pendulum swings hard. This "lady" is a pure racist lunatic, maybe the rhetoric (on both sides), can start to die down...pipe dream I know.
  18. We were majors together in the Five-Sided building years ago. She was a C-130 Nav then went to UPT which explains a grand total of 1800 hours as a three star, all though I do believe she deployed a lot. She made her career outside the cockpit as an Aide, Exec and LL rep. She was being pushed/postured to be first female CSAF. She was Hegseth's senior mil advisor and the story says SD29 did it not POTUS and there is no cause listed.
  19. Houthis target US fighter jet, drone with SAM missiles for first time Artcile just says "SAMS", no mention of MANPAD or something more nefarious....but they engaged an F-16 and a Reaper.
  20. Brother it is smooth as silk. I've found the Weller Special Reserve to be very close to Pappy, only recently found out they use the same recipe but age for a shorter period of time (I stopped being a bourbon snob and became a rum snob about 10 years ago). I lucked into a few bottles of Weller at retail a while back, still have a few unopened in my bar. I will likely finish the pappy if they get a kill shot on Cat 5.
  21. Put a bit of a dent in it last night celebrating.
  22. Friday was rough on the S&P, nearly a trillion ($900B), in market cap was wiped out.
  23. True....but in this case, a Kill is a Kill. I will allow it!
  24. I just cracked open my bottle of Pappy to enjoy this wonderful evening of karmic justice.
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