Colby Badhwar 🇨🇦🇬🇧 (Twitter)
RT @GavinSBaker: Spoke to a lot of other fund managers this weekend. HF, LO, Macro. Many thought a crash was a realistic possiblity, which I rarely hear.
Probably the most negative on a forward looking basis I have ever heard such a broad swath of investors in the last 25 years. Quite something given tech bubble in 2000, GFC in 2008, Covid and 2022.
Good to remember that it would only take one “Truth Social” post backing off tariffs (we have negotiated some good deals) and a little bit of policy stability to start the pendulum swinging the other direction. Or 4/2 being anything other than absolutely terrible.
Time will tell.
RT @GavinSBaker: Spoke to a lot of other fund managers this weekend. HF, LO, Macro. Many thought a crash was a realistic possiblity, which I rarely hear.
Probably the most negative on a forward looking basis I have ever heard such a broad swath of investors in the last 25 years. Quite something given tech bubble in 2000, GFC in 2008, Covid and 2022.
Good to remember that it would only take one “Truth Social” post backing off tariffs (we have negotiated some good deals) and a little bit of policy stability to start the pendulum swinging the other direction. Or 4/2 being anything other than absolutely terrible.
Time will tell.
Colby Badhwar 🇨🇦🇬🇧 (Twitter)
🇺🇸 The US Air Force has awarded Lockheed Martin a $150 million ceiling increase to their current $450 million ceiling IDIQ (#7) contract for JASSM lifecycle and production support. Scope includes the entire AGM-158 family, including *future* JASSM & LRASM variants. 👀
Another 5 year IDIQ (#8) is expected to be awarded this June, and will cover activities out to 2032 from 2027.
🇺🇸 The US Air Force has awarded Lockheed Martin a $150 million ceiling increase to their current $450 million ceiling IDIQ (#7) contract for JASSM lifecycle and production support. Scope includes the entire AGM-158 family, including *future* JASSM & LRASM variants. 👀
Another 5 year IDIQ (#8) is expected to be awarded this June, and will cover activities out to 2032 from 2027.
Colby Badhwar 🇨🇦🇬🇧 (Twitter)
What defense conference is even allowing PRC nationals to attend? Literally no reason that should be happening. https://twitter.com/NCSCgov/status/1906724380408705205#m
What defense conference is even allowing PRC nationals to attend? Literally no reason that should be happening. https://twitter.com/NCSCgov/status/1906724380408705205#m
Colby Badhwar 🇨🇦🇬🇧 (Twitter)
@jwtweets058: Production ended in 2015. If it was a procurement contract I would have said so.
@jwtweets058: Production ended in 2015. If it was a procurement contract I would have said so.
Status-6 (Twitter)
RT @BarakRavid: BREAKING: Trump confirms he will be traveling to the Middle East "next month or maybe a little bit later” and visit Saudi Arabia, Qatar and UAE and “other places” outside the region
RT @BarakRavid: BREAKING: Trump confirms he will be traveling to the Middle East "next month or maybe a little bit later” and visit Saudi Arabia, Qatar and UAE and “other places” outside the region
vxTwitter / fixvx
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Barak Ravid (@BarakRavid)
NEW: President Trump is planning to travel to Saudi Arabia in mid-May on his first foreign trip since returning to the White House, per two U.S. officials and a source with knowledge. @axiosalex and I report for @axios
https://www.axios.com/2025/03/30/trump…
https://www.axios.com/2025/03/30/trump…
Colby Badhwar 🇨🇦🇬🇧 (Twitter)
@TBrit90: Yes and that is very silly. If they had kept Storm Shadow in production they could have just evolved that design as the US has with JASSM. Even now, its foolish to not invest in the design you already have. It will make it so much harder to scale FC/ASW production once its finally ready.
@TBrit90: Yes and that is very silly. If they had kept Storm Shadow in production they could have just evolved that design as the US has with JASSM. Even now, its foolish to not invest in the design you already have. It will make it so much harder to scale FC/ASW production once its finally ready.
Status-6 (Twitter)
🇨🇳🇹🇼 | The Chinese People's Liberation Army (PLA) kicked off joint military exercises of navy, air and missile forces around Taiwan on Tuesday.
According to the statement from the PLA's Eastern Theater Command, the exercises "serve as a stern warning and forceful deterrent against 'Taiwan independence' separatist forces."
https://www.globaltimes.cn/page/202504/1331276.shtml
🇨🇳🇹🇼 | The Chinese People's Liberation Army (PLA) kicked off joint military exercises of navy, air and missile forces around Taiwan on Tuesday.
According to the statement from the PLA's Eastern Theater Command, the exercises "serve as a stern warning and forceful deterrent against 'Taiwan independence' separatist forces."
https://www.globaltimes.cn/page/202504/1331276.shtml
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Colby Badhwar 🇨🇦🇬🇧 (Twitter)
F/A-18E/F Super Hornet news tomorrow morning @ArchivesDefense.
NAVAIR is (belatedly) doing something smart. 👀
F/A-18E/F Super Hornet news tomorrow morning @ArchivesDefense.
NAVAIR is (belatedly) doing something smart. 👀
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Colby Badhwar 🇨🇦🇬🇧 (Twitter)
@GBU39SDB @ArchivesDefense: Broken clock; I will continue to temper my expectations.
@GBU39SDB @ArchivesDefense: Broken clock; I will continue to temper my expectations.
Colby Badhwar 🇨🇦🇬🇧 (Twitter)
I swear my NAVAIR news dropping in 9 hours is actually real. 😭 https://twitter.com/Doha104p3/status/1906919630263717901#m
I swear my NAVAIR news dropping in 9 hours is actually real. 😭 https://twitter.com/Doha104p3/status/1906919630263717901#m