US Military News, Reports, Data, etc.

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USTBasisRollCarry

New Member
Registered Member
HereToSeePics said:
US bond yields have been on a steady decline through out the 1980s to now(even with the recent rate hikes, they're still considered historically low), which makes financing military expenditures (and all spending in general) extremely easy. But on the financial, military and geopolitical-goodwill fronts - the birds will have to come home to roost at some point, the question is whether we'll start seeing the evolution of those shifts within the next several years.
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Iraq happened more 20 years ago; i.e., half of a working-life and none of "the birds [have] come to roost". If there are lagged effects, they are quite small. If the main drivers of the secular decline in interest rates continue (aging, foreign savings, etc) and the long-talked about recession happen, rates are going to continue on their decades long fall, US capture over developed economies and India is as strong as ever and the 2 decades of US military developments have been boring continuity. Iraq and Afghanistan are largely irrelevant and nothing more than a footnote for the United States
 
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SlothmanAllen

Junior Member
Registered Member
sheogorath said:
Profits are high if you don't spend in nuisances like "maintenance"

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Actually, I believe US freight rail is very well financed and they spend heavily of infrastructure. The US freight rail system is regarded as one if not the best in the world from what I have read in the past. Apparently they spend nearly $25 billion on capacity and maintainence expenses.
 
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CMP

Senior Member
Registered Member
USTBasisRollCarry said:
Focusing on the most marginal edge case is a choice, I guess even as railroads uniformly report spectacular financial results.
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Edge case? There are approximately 600 derailings per year in the US. It's just the hazardous chemical ones that end up in the news.
SlothmanAllen said:
Actually, I believe US freight rail is very well financed and they spend heavily of infrastructure. The US freight rail system is regarded as one if not the best in the world from what I have read in the past. Apparently they spend nearly $25 billion on capacity and maintainence expenses.
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Fake data. No doubt $24 billion of those 25 are profits.
 
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USTBasisRollCarry

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CMP said:
Edge case? There are approximately 600 derailings per year in the US. It's just the hazardous chemical ones that end up in the news.
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One accident for every tens of thousands of miles traveled is indeed an edge case
CMP said:
Fake data. No doubt $24 billion of those 25 are profits.
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If you have evidence of publicly traded companies doing fraud, buy a share, file a lawsuit and win millions of dollars
 
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CMP

Senior Member
Registered Member
USTBasisRollCarry said:
One accident for every tens of thousands of miles traveled is indeed an edge case

If you have evidence of publicly traded companies doing fraud, buy a share, file a lawsuit and win millions of dollars
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Who says it's fraud? Companies have a right to their profits. Even if that's 99% of the revenue, there's nothing illegal about that.
USTBasisRollCarry said:
Profits can't be sustainably high over the long-run without maintenance
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C-suite or board directors don't need to care about sustainability so long as they retire and/or their options vest before the blow back happens. Likewise, shareholders can (and do) just fully divest once they think the companies' best times are behind them.
 
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