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  1. Y

    Iran Super Thread- Merged

    The America First President ending the Petrodollar and ushering in the Chinese era would be truly ironic.
  2. Y

    Canada moves to 2% GDP end of FY25/26 - PMMC

    An attack at home. Cause otherwise why would Canadians care? The reality is that most of our deployments are wars of choice we participate in, for geopolitical reasons beyond defence of the homeland. And as much as I understand the big Army dreams here, the reality is that when it comes to...
  3. Y

    Iran Super Thread- Merged

    If they quit and Iran gets to permanently toll the Strait, that could be the end of the Gulf-US relationship.
  4. Y

    Iran Super Thread- Merged

    I've seen posts that suggest they did.
  5. Y

    Iran Super Thread- Merged

    Free I&W at this point.
  6. Y

    Iran Super Thread- Merged

    Fair point. And it's definitely debatable as a target. This one was more than just a standard physics program though. It's like saying Stanford is just a regular school and not the tech centre of the USIC or that MIT is not central to the US Nuclear navy.
  7. Y

    Iran Super Thread- Merged

    Meh. I take it as an interesting sign. He always blusters the most before tapping out. And now what markets are becoming immune to his Monday morning manipulation, the language is getting more desperate.
  8. Y

    Iran Super Thread- Merged

    Trump screwed them over last term. In Syria. And then let the Turks run them over. Why would they trust him now? And of course once it leaked.....
  9. Y

    Iran Super Thread- Merged

    Mistakes happen in war. Even the Iranian people will understand that. It's the absolute lack of contrition and all the other messaging that routinely makes it sound like they are at war with the Iranian people not just the regime that is the problem. Also, there's a disturbing pattern here...
  10. Y

    Iran Super Thread- Merged

    It's very obvious too. The Iranians don't have satellites. And the American aircraft, like the E-3 wasn't parked at an obvious spot. It was parked on a taxi way. And the Compass Call just look like Hercs from far away. Knowing where the aircraft were parked and when they would be there was...
  11. Y

    Iran Super Thread- Merged

    It's actually truly amazing and beyond all reason that oil isn't $150 globally. Even though cash prices out of Dubai are already $160+. Saw a great Economist interview where the interviewee (at CERAweek) made the point at the end that none of these execs have also fully grasped what this will...
  12. Y

    Iran Super Thread- Merged

    It's the precursor to arguing that we should jump into the fray.
  13. Y

    Iran Super Thread- Merged

    It's starting.....
  14. Y

    Canada moves to 2% GDP end of FY25/26 - PMMC

    Yes and no. We have certain competencies that are still strong. It's not always obvious or well known. Just a decade ago, Montreal was probably on par with Silicon Valley for AI. Tesla's foremost battery expert? A prof at Dalhousie who has probably trained a good chunk of their battery lab...
  15. Y

    Canada moves to 2% GDP end of FY25/26 - PMMC

    Yep. Just having some basic infrastructure funding is a difference. Few years back I couldn't get trees trimmed that were impacting satellite links. No budget. I had to beg some engineer reservists to do me a solid and trim trees. I don't think a lot of people actually understand how bad it...
  16. Y

    Canada moves to 2% GDP end of FY25/26 - PMMC

    I don't get where the myth about Harper comes from. He essentially continued spending that Martin had started right before. And only did the absolute minimum that was necessary for Afghanistan, with no substantial recapitalization funding beyond some trucks and LAVs. That's nothing at all...
  17. Y

    Iran Super Thread- Merged

    Among things we don't take seriously enough either. I distinctly remember a conversation a few years ago with a friend on FFCP. He was having a hard time convincing ADM(IE) that there should be shelters for every aircraft at every MOB and FOB. "We park aircraft outside now. Why can't we keep...
  18. Y

    Iran Super Thread- Merged

    Israel maybe. I'm not so sure about the US. Trump's own VP is leaking to the Press how Trump was deceived by the Israelis. You don't put stories like this out if you don't care: Their day to day goal seems to be to talk down the oil market. I'm not confident they are actually tracking...
  19. Y

    Canada moves to 2% GDP end of FY25/26 - PMMC

    I will note too that it's unique in how he's deploying political capital into defence. And actually pursuing real capital as well. Trying to get that rearmament bank here. Lecturing Bay Street to invest more in defence companies. Putting Doug Guzman (former banker and exec at Goldman Sachs...
  20. Y

    Canada moves to 2% GDP end of FY25/26 - PMMC

    There's obviously an element of reacting to the news. But also you look at how he approaches things. And a little bit of "personnel is policy" and you'll get an idea. Not an accident that the head of the new DIA is a banker who is tight with the PM. Zero defence experience. Just came in and...
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