Back to the Future

27 June 2019

The mighty consolidation wave that swept over the aerospace and defense industry after the end of the Cold War is taking another turn. The next inflection in the restructuring story is the proposed merger of United Technologies Corporation (UTC) and… 
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The Marshall Maxim

10 April 2019

“I’d rather have decent answers to the right question than great answers to irrelevant questions.” This pithy precept appears at the top of page 1 of The Last Warrior, an intellectual history of Andrew Marshall, the furtive, 42-year director of… 
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The Next Manhattan Project

31 January 2019

What are operational concepts and is there a spin-on to the defense establishment from the commercial sphere that can infuse defense strategy with innovative answers to that question? Last November, I wrote about the report of the National Defense Strategy Commission…. 
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The Trillion Dollar Defense Strategy

30 November 2018

Wedged into the week between the mid-term elections and Thanksgiving, publication on November 13th of “Providing for the Common Defense,” the report to Congress of the National Defense Strategy Commission, has drawn too little attention. In it, the dozen, sober-minded… 
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Peak Defense

12 October 2018

A convergence of indicators suggests the recently passed Defense Appropriations Act will mark a peak for US defense spending. Even the Administration’s own outyear defense-spending projections grow at an annual rate of only 2 percent, which is just enough to… 
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NATO’s 2 Percent Guideline: What About the United States?

15 August 2018

At the NATO summit four years ago, the heads of state and government gathered in Wales recommitted themselves to increasing defense spending in real terms and to achieving the NATO guideline to spend a minimum of 2 percent of their… 
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Beauty Secrets of Big-Small Companies

20 June 2018

Earlier this spring at the Atlantic Council, I hosted a panel discussion among the chief executives of AM General, Cubic Corporation, and Siemens Government Technologies (SGT). While these three companies—prime contractors predominantly for automotive vehicles, training and transit technologies, and… 
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Trump’s Unremarkable Defense Playbook

12 January 2018

In a commentary published in Aviation Week on Inauguration Day, I described “signposts and metrics” of force posture, defense spending, and acquisition management that I would be using to gauge the true magnitude and direction of change that would emerge… 
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Aerospace Revelations: Strategic Danger Awaiting the Second Century of Flight

23 October 2017

Each fall, I am privileged to speak at the SpeedNews AerospaceDefenseChain conference on a panel with three distinguished industry observers recurrently entitled “The Four Horsemen—Outlook and Trends Within the A&D Industry.” The title is a cheeky moniker which the panel’s… 
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Assessing Defense-Industrial Policy: How to Be Like Ike

4 August 2017

It is hard not to read a pretext for protectionism into the Executive Order President Trump signed last month under the ponderous title, “Assessing and Strengthening the Manufacturing and Defense Industrial Base and Supply Chain Resiliency of the United States”…. 
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