Playing the Long Game

15 June 2016

At the end of 2014, the CEO of naval shipbuilder Huntington Ingalls Industries, Mike Petters, delivered an address at the Atlantic Council entitled, “Playing the Long Game”. In it, Petters made the case for the chief executive’s leadership antidote to… 
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The Long Bottom of US Defense Spending

7 April 2016

Signs of spring abound: The forsythia is in bloom; the crack of baseball’s opening day resounds; and the DoD Comptroller’s “Green Book” once again issues forth. The National Defense Budget Estimates for FY 2017, or Green Book, so-called by the… 
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Think Small

2 February 2016

Last month, while the world’s elites were gathering in Davos, Switzerland for Klaus Schwab’s World Economic Forum, I was in Washington hosting an address by the acquisition executive of the U.S. Special Operations Command, James “Hondo” Geurts. While the setting… 
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The Art of a Next Offset Strategy

12 November 2015

The Atlantic Council, where I hold a fellowship, recently published an anthology of short fiction and graphic art it curated over the first year in our Art of Future Warfare Project. Entitled War Stories From the Future, the collection makes… 
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If a Weapon Were a Three-Piece Suit

2 September 2015

Several recent headlines– “Senators Call For Oversight On LRS-B Cost Estimates” “Oshkosh Wins JLTV Award” “Kendall ‘Open-Minded’ On Sharing RD-180 Replacement Costs” “Can Secretary Carter win over Silicon Valley?” –got me thinking about menswear and defense acquisition and why they are… 
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How M&A Is Restructuring The Aerospace And Defense Industry

25 June 2015

Five years beyond the inflection marked by the Great Recession’s bottom and Iraq War’s end, the market for mergers and acquisitions in aerospace and defense is finally heating up and taking shape. At this halfway point through 2015, the value… 
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The Defense Offset Strategy Needs A Big Idea

26 April 2015

There is no mistaking what’s foremost in Deputy Secretary of Defense Bob Work’s mind these days. Twice in two days last week, he used a tangential speaking obligation to underscore the key tenets of his call for a new offset… 
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The New Game Of Innovation In A&D

5 February 2015

Innovation is back in vogue at the Pentagon. In his last major address as Secretary of Defense, Chuck Hagel announced the Defense Innovation Initiative, challenging the defense enterprise to “pursue innovative ways to sustain and advance our military superiority for… 
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The Three Big Questions Of Defense-Industrial Strategy

21 August 2014

What are the industrial base issues that need to be considered in any defense strategy? In this age of austerity in military spending, we are hearing calls for bolder policies that would break with past practice, rewarding companies for taking risks, and punishing those that… 
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Bellwethers Of The Next Defense-Industrial Base

15 July 2014

Three years into an “age of austerity” in Western military spending, investors’ imperatives and corporate strategies show one indication of how the defense-industrial base will evolve over the next decade. Investors in public equities are seeking companies that exhibit an… 
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