El Salvador is a good add, at least under the current leadership.

Panama too, provided certain conditions are met.

- Interdict all migrant caravans
- Eject PRC influence from their political and economic spheres
- 50/50 JV with the US on the Canal

Here's one for my shipyard lovers. That's Bethlehem Sparrows Point Shipyard in my hometown of Baltimore when I was growing up. Once the world's largest integrated shipyard, today it's a massive Amazon warehouse and hundreds of empty acres.
Let's make US shipbuilding great again!

Top of my head, intellectually uninterrogated proposal -

Western Hemisphere economic/security cooperation organization, consisting initially of:

US
Canada
Argentina
Guyana

It should be a customs trade union with significant free trade benefits and mutual defense obligations…

Engine fire? Oh well, carry on.

That's very unusual and definitely isn't the second one on a US MSC vessel in the past few weeks.

I'm sure everything is fine.

Biden admin gave Venezuela six months to pursue their goals with increased resources. Watch for more provocations to either bring DC back to the table or actually push towards Essequibo related goals.

👀

miamiherald.com/news/nation-wo…

To give you an idea of how timetables work in DC, commercial networks KNEW how the fentanyl crisis exploded years ahead of any official inquiry and public revelations.

No it hasn't been a long few weeks, just unexpectedly sitting in an NYC hotel eating Taco Bell and watching Fallout, what you doing?

Where's the podcasts of glittering VC stars discussing investing into the next 'hard influence' founders?

- Shipbuilding
- Resource identification and extraction
- Rapidly deployable, mobile housing and sustainment for the frontiers
- Ship/shore transloading and handling
-…

When he said this, I felt it.

And yet the unprecedented times - the interregnums between stability and chaos and back to stabiliy - bring the most opportunities for unexpected champions, technologies, and modalities to emerge.

The first choice, then: fight, fly, or freeze.

Some stray thoughts:

1. How many times has joshua steinman (🇺🇸,🇺🇸) asked about foreign sabotage teams operating on US soil?

2. As Martin Skold said, it does seem that there's lots of militarily relevant things breaking lately.

3. There are numerous indicators stacking up in our own…

Looking for someone to own special projects at Galvanick.

You'll be responsible for making 'the right things happen' across sales/marketing, finance, operations, &c.

Are you this type of person? Consider Moltke:

Apply here: jobs.lever.co/galvanick/18e3…

Elite overproduction + decimation of cultural first principles = the absolute state of Western decline

USMC.

In general, the Corps maintains a culture of versatility, adaptability, cost management, fewer fugazi treasure hunts, and a common doctrinal ethos that expects every Marine to have certain baseline qualifications tied to the fundamental mission.

That culture is why…

You're welcome to come enforce the sentence. 🙂

I've been saying for six months that Sullivan is running defense policy as Biden's senior proxy - not SECDEF.

Explains a lot about why things are the way they are in the present geopolitical moment.

It ain't heaven, but it's mighty close.

It ain't heaven, but it's mighty close.

'Left/Right of bang' and 'self licking ice cream cone' are both mentioned in the article, and frequently used in my own commercial discussions.

The latter one recently caused a funny moment in a briefing with a foreign gov't official where the entire meeting diverted from the…

As long as our chief export remains equity in our tech firms and bonds from our government, US defense industrial policy will be swimming against the tide.

The FIRE sector must lose for the “fires” sector to win.