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" ... An oversized share of weapons spending. Todd Harrison, Washington's leading expert on the defense budget, put out a report in January noting that Air Force programs are the main reason why Pentagon procurement accounts peak well above today's levels in 2022-2023. The report showed that Navy and Marine Corps procurement spending barely budges between now and then while Army spending rises somewhat from a very low baseline, but Air Force procurement rises 73% from an already hefty level. Adding R&D outlays to Harrison's procurement figures, a Congressional Budget Office report notes the Air Force share of defense acquisition spending rises from 38% in 2016 to 40% during the period 2021-2030. ... "
" ... Bezos manages Amazon with measured restraint as to stock grants so share count hardly budges. Seldom noted, the balance sheet is a powerhouse. Liquid assets dwarf long term debt which is minimal. No short term liabilities to speak of. ... "
" ... Think about it, Tesla comes out with great news. The stock budges higher than expected. Caught in a short squeeze, short sellers buy the stock in bulk, driving it up by double digits. Minds are blown. Tesla is all over the news, which leads to this: ... "