🧵 - 9/10
Irony alert: The U.S. pauses the border, claiming Canada isn’t doing enough…
…right as Canada is spending more than ever, but deliberately redirecting money away from U.S. companies.
This move doesn’t force Canada to buy more American gear — it gives Carney every reason to buy less.
Self-own. 🤦♂️🇨🇦🇺🇸
#Canada #USA #Trade #DefenseSpending #Geopolitics #Procurement
🧵 - 5/10
Capital procurement (the “weapons budget”) is exploding as overall spending rises.
Canada is deliberately diversifying:
- domestic builds plus European, UK, and Indo-Pacific partners 🤝
- no longer defaulting to the U.S. 🇨🇦➡️🌍
Major platforms will still involve some U.S. participation in the short term, but the policy is clear: reduce reliance. 📉
#Canada #DefenseSpending #Procurement #NationalSecurity #NATO
Navy Faces Funding Squeeze Amid Prolonged Middle East Ops
The Navy is staring down a critical funding deadline, with Adm. Daryl Caudle warning lawmakers that without extra cash, he'll have to slash training, operations, and certification programs by July to keep the fleet afloat. With two aircraft carriers currently deployed to the Middle East, the service is rapidly approaching a…
#NationalSecurity #DefenseSpending #NavyOperations #MiddleEast #EmergingThreats
Iran fires $400K missiles. The US shoots them down with $4M interceptors. Thousands of times over. This is not a war America can afford to keep winning. #IranConflict #DefenseSpending #MiddleEast
https://johnmenadue.com/post/2026/05/when-cheap-missiles-beat-expensive-defences/
Golden Dome Missile Defense Plan Faces $1.2 Trillion Price Tag
The Congressional Budget Office warns that the ambitious Golden Dome missile-defense program comes with a staggering $1.2 trillion price tag, a cost that far exceeds initial estimates and raises questions about its feasibility. Even with this hefty investment, the system would still have significant limitations,…
#MissileDefense #GoldenDome #NationalSecurity #DefenseSpending #CongressionalBudgetOffice
Pentagon Withholds Iran War Costs from Congress Amid $1.5T Defense Request
The Pentagon is keeping mum on the true cost of the Iran war, revealing only a $29 billion price tag - a number that's likely to swell as the conflict rages on. This limited disclosure comes as the administration requests a massive $1.5 trillion defense budget.
#NationalSecurity #DefenseSpending #Iran #Geopolitics #Pentagon
Pentagon Tallies Iran War Costs at $29 Billion, Omits Base Damage
The Pentagon's latest tally of the Iran war costs has skyrocketed to $29 billion, a $4 billion jump in just two weeks, with a whopping $24 billion going towards repairing or replacing ravaged equipment, including drones, aircraft, and munitions.
#NationalSecurity #DefenseSpending #Iran #OperationEpicFury #Pentagon
CONGRESS GRILLS HEDGE ON IRAN WAR DETAILS
US Congress questions Defense Secretary Pete Hegseth about the authorization, costs, and endgame of the Iran war, asking about ceasefire status and weapons.
#IranWar, #Congress, #DefenseSpending, #WarPowers, #PeteHegseth
https://newsletter.tf/congress-grills-hedges-iran-war-details/
Congress is asking tough questions about the Iran war. They want to know if a ceasefire is real and how much the war is costing in weapons and money.
#IranWar, #Congress, #DefenseSpending, #WarPowers, #PeteHegseth
https://newsletter.tf/congress-grills-hedges-iran-war-details/
Bank of America forecasts materials sector poised for bull market despite 30-year low S&P 500 weighting, citing AI investment surge, defense spending growth, U.S. housing shortage, and geopolitical competition as key catalysts for sector recovery
Pierre Poutine
Analyst207
Salman Mehdi
NewsletterTF
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