Munitions Council anon here. >>64332511 >>64604791Over the past 24h, Trump and defense contractors have made a ton of announcements that are independent of Munitions Council developments, doubling upon the already increased 2027 2-4x baseline that was targeted by the Munitions Council back in September. So up to a 5-8x increase from 2024.For Lockheed Martin we have not just PAC-3 MSE from 620/y to 2,000/y but also>THAAD from 98/y to 400/y>PrSM 400/y to 2,000/y>JASSM/LRASM from 1,100/y to 3,300/yThese are the conversations LM is having with the Pentagon. Raytheon is expected to follow suit as Trump is lighting a fire under their ass. If THAAD is seeing a quadrupling, we might actually get 100 SM-3s a year and 500+ SM-6s by 2027. Also cannot forget LM's JATM, 1000 missiles. Now. I'm calling it.https://defensearchives.com/news/pentagon-seeks-over-300-increase-in-pac-3-mse-production-from-lockheed-martin/
This happened right at the same time that Trump announced a ban on defense contractor stock buybacks and dividends, more than $5m compensation, while also floating a $1.5T defense budget for 2027. Actual fucking bonkers. The best part is that the buyback ban *forces* the contractors to reinvest cash in infrastructure for production capacity, and the $1.5T figure is just the carrot on the stick that guarantees that their investments will have a customer. No more marginal single-year contracts of 2024. It's a feedback loop.
Who's gonna pay for that?
>>64734801>>JASSM/LRASM from 1,100/y to 3,300/ythe PLAN is so fucked, holy shit
>>64734809>announced a ban on defense contractor stock buybacks and dividendsNot exactly within his authority to start with.>while also floating a $1.5T defense budget for 2027How's he gonna pay for that, and how is he gonna convince Congress to sign off on it?
>>64734818The tax payer of course.
>>64734809>Trump announced a ban on defense contractor stock buybacks and dividends, more than $5m compensation,Yeah no he didn't. He floated the idea. Enforcing it is rather different. Won't happen with a signing of an EO, you see. He'll have to resort to some backdoor bullying as with intel.
>>64734809Damn he's sounding like an orange Xi
>>64734828This. Isnt another government shutdown likely to happen in a few months?
>>64734818>>64734828picrel.>b-but tariffs only did $300b in revenue!he'll find a way to do it and you'll be surprised. Just like how the economy is booming and gas prices are under $3 with tariffs.>>64734854It's a signed EO. The 2027 budget is still an idea, which is why I said he floated it.https://www.whitehouse.gov/presidential-actions/2026/01/prioritizing-the-warfighter-in-defense-contracting/
>>64734897>Just like how the economy is booming
>>64734801ABMs aren’t cost effective, what a waste. Why can’t we have more funding towards putting the damn Sentinels in the ground already?
>>64734980Q3 saw a blowout print at 4.3% vs 3.3% expected, with 2.7% inflation, lowest in years. U.S. productivity just surged +4.9%. The strongest reading in nearly six years. At the same time, labor costs fell –1.9%. Q4 is going to run even hotter because THERE'S NO LANDING THIS BITCH
>>64734818you, and you wont do shit about it
>>64734980making energy real cheap tends to do that.mind you i think trump is retarded, but this has been an extremely effective strategy.another nice effect is that it completely buckbreaks most of russia's revenue.
>>64735026>'wut is the unemployment rate' the postTrumptards are retarded, if a Democrat had destroyed US agricultural exports playing tariff chicken with our trading partners you orange-nosers would probably attack the Capitol again. >muh GDPTwo economists are walking through a forest. They walk by a pile of shit.The first economist says to the other “I’ll pay you $100 to eat that pile of shit.” The second economist takes the $100 and eats the pile of shit.They continue walking until they come across a second pile of shit. The second economist turns to the first and says “I’ll pay you $100 to eat that pile of shit.” The first economist takes the $100 and eats a pile of shit.Walking a little more, the first economist looks at the second and says, "You know, I gave you $100 to eat shit, then you gave me back the same $100 to eat shit. I can't help but feel like we both just ate shit for nothing.""That's not true", responded the second economist. "We increased the GDP by $200!"
>>64735026Now remove the circular spending of AI companies. If Nvidia. invests 500b into Oracle. Who invests 500b into OpenAi who then invests 500b into Nvidia., was there an increase of 1.5t in spending?
>>64735156GDP measures the value of new final goods and services, not reciprocal investments, retard. Q3 CY25 had less NRFI AI capex than previous 2 quarters combined yet still contributed more to GDP.
>>64734809>the president suggest banning stock buybacks and dividends>which is entirely outside his authorityTime to buy Lockmart!
>>64735156GDP calulation also subtracts imports So if the amount imported goods collapses due to tariffs and lack of domestic demand the GDP rises as well
>>64735026>At the same time, labor costs fell –1.9%.lol, you mean the actual working public is making 1.9% less?
>>64734818It's ok I got it
>>64735156New debt increases GDP, money printer goes brrrrrrrrrrrrrrrr
>>64735205>lack of domestic demandIf that was the case you'd see consumer spending decrease but it's not.
>>64735240consumer spending rises with prices. it's not a good thing.
>>64735254Do they magick up the extra money?
>>64735296Yes, they do. people take out lines of credit to pay for things. You can finance directly through doordash now. Auto loan defaults are at a 16-year high. People are borrowing more money than ever and failing to pay it back at increasing rates.
>>64734818Tariffs will pay for it, not americans
>>64735219Wow you are retarded. Wages are up 4% yoy. Lower costs are a function of increased efficiency.
>>64735340Except we both know its bullshit and consumer spending drops during hard times. People tighten their belts and buy less.
>>64735350But the tariffs ARE paid by americans.
>>64735340Not to mention that the Consumer Confidence Index just hit levels not seen since peak Corona
>>64735366TDS lies
>>64735365So why do you think klarna and afterpay are reporting record earnings? Friendly donations?
>>64735205>>64735365>>64735367I wonder why PCE is up 3.5% then? Have you ever considered that you should follow the numbers instead of feelings?
>>64734897>muh tariffsDelusional. Tariffs so far have only managed to make things worse.>>64735026>At the same time, labor costs fell –1.9%Which should tell you that this "growth" is illusory (and mostly driven by the AI bubble).>>64735361>Lower costs are a function of increased efficiency.In other words, mass firings accompanied by more mandatory overtime, leading to the working public earning 1.9% less money overall.
>>64735403Wages aren't even half of labor costs.
>>64735099Nah. I'm not spending a single cent on muttoid garbage.>>64735350Trumps import tariffs are added to the price americans pay in the store.>>64734897>It's a signed EO.So in other words meaningless hot air, on account of being blatantly unconstitutional and illegal. Good that we're all agreed on that.
>>64735408Okay, so in fact overall wages went down by a good deal MORE than 1.9% is what you're saying.
>>64735403>>64735423>unconstitutional >not even a burger Kick rocks
>>64735225>New debt increases GDPOnly in Chiner.>In China... the composition of GDP is very different than it is in the US, mainly because the two countries measure debt very differently.>The problem is that in China bad debt is rarely recognized>Let us assume that two identical companies each spend $50 on the same thing (say scientific research), but in one company the expenditure is recorded as an expense and in the other it is recorded as an asset. In the current recording period the first company would show $50 lower net profits than the second and $50 less assets and equity remember however that there is absolutely no difference between the two companies, only in the way the record expenditures.>It is important to note that this difference in accounting isn’t permanent. Over time, the second company will amortize, explicitly or implicitly, the $50 in additional assets, so that in future periods its net income will be a little lower every year, until at some point, when the expenditure (asset) is fully amortized, the two balance sheets will again look identical.>It turns out that the difference between the way the US and China implicitly construct GDP shows up in the way bad debts are treated, and by bad debt I mean the excess of the cost of an investment over its value. What happens if you borrow $100 to create an asset that ends up being worth only $80? The best way to treat this would be to create an $80 asset and the equivalent of a $20 expense, with the latter loss showing up as a claim against profits (for a company) or GDP (for a country).This is effectively what we do when we write down debt in a market-based financial system. If an investor borrows $100 and invests it in an asset that creates only $80 of value, he will either default, and the debt will be liquidated, with the difference between$100 and $80 showing up as an expensehttps://carnegieendowment.org/posts/2014/05/do-we-understand-the-math-behind-the-ppp-calculations?lang=en
>>64735408>Fire a ton of people so you don't need to pay for benefits for them>Make the half of people that stay employed work harder and longerLook, we magically reduced labor cost!
>>64735194Look at their stock price from yesterday and spot when trump made the announcement about the defense budget increase.
>>64735439Reminder that the majority of Chinese LGFV debt is financed at high single digit GDP growth. The chinks literally thought they could outrun the rates with unsustainable growth. Enter 2.5% GDP growth.
>>64735446Biggest question is if Barron had time to buy the dip?
>>64735429retard>>64735441Very raped and european way of looking at things. Have you seen the impact of AI on productivity?
>>64735439>but chinaI'm not gonna read all that, retard, the definition of GDP includes fiscal deficit as a positive. LMAO
>>64734825>LRASM range 950km>DF21 range 1500kmYeah, I doubt it anon
>>64735495implessive! tell me the CEP of a dongfeng under jamming again? https://media.defense.gov/2025/Dec/23/2003849070/-1/-1/1/ANNUAL-REPORT-TO-CONGRESS-MILITARY-AND-SECURITY-DEVELOPMENTS-INVOLVING-THE-PEOPLES-REPUBLIC-OF-CHINA-2025.PDF
>>64734809Interesting, but idk if the big budget boost is credible. Trump has a way of talking loud and carrying a small stick.
>>64735468>Have you seen the impact of AI on productivityYes its axtually completely negligible. Latest study expects 1.1% impact on productivity by 2035.https://www.stlouisfed.org/on-the-economy/2025/feb/impact-generative-ai-work-productivity
lots of chink seething in here
>>64735517He makes absurd claims to get attention, then revises it down, then people mock him for not going all the way of his original claim, inadvertently supporting him on the new figure which they would have screamed about too. It's textbook value perception and he's a master at it. Defense budget is probably going to be closer to $1.3-1.4T.
>>64735516Sub 30 meters before accounting for the terminal seeker, boomer. You should read that report instead of mindlessly spamming it. You might learn something.
>>64735525Yeah, that's his tactic. It frequently fails, especially in war-related spheres.
>>64735527What good is that if you don't get the handoff when you're 50 miles up in the atmosphere?
>>64735521Incredible, study with the majority of data collected from mid 2024 with only 5.4% adoption at that time.
>>64735530That's against external adversaries. Internally it works amazing.
>>64735495LRASM can be air launched, genius. You gotta add another ~1200km for the range of a loaded F-35C.DF-21 is waaay too fat for that.
>>64735132And if a Democrat had done the same, you'd be saying it was the Hope and Change we needed. You leftists are just as stupid as MAGA.>>64735517A rational conclusion.
>>64735527I made this thread >>64492791 where I generously gave the PL-17 a 300mi range and the Pentagon revised it down to 250mi. I'll dog on chinkshit whenever I want because I bother to take the time to understand it, unlike you, who dooms and pretends not to be a chinkshill under the premise of caring about US capabilities.
>>64734809Brainlets here don't understand how impactful banning buybacks and dividends for defense contractors is. Massive. >>64734828>Not exactly within his authority to start with.I'm guessing they are going to claim something under the defense production act, a lot more tenuous stuff has been justified by that. >>64735025Sentinels are even more retarded than ABMs. All silo based missiles, the entire sponge theory is beyond dumb and makes zero sense from any perspective other than the Air Force hating when any other branch gets money. >>64735194I can see the case they will make under DPA (which might work since he owns the supreme court) but I don't know how that will apply to companies like Boeing or Sperry that make a bunch of non military equipment as well.
>>64735541Adoption is not much better now. Microsoft showed its native copilot adoption in Windows 11 was around 10%. People hate using AI for almost anything other than search and image generation.
>>64735132Basedbeans? Is that the best you can fucking do, pretending to care about redneck farmers? Agricultural exports only contribute 0.6% to the economy.
>>64735590>MicrosoftNo one fucking uses copilot. People who are using AI tools seek then out.
>>64735492>I'm not gonna read all that,Because you're too ignorant to read it. Wouldn't matter if you did read it, you still couldn't comprehend what it means. Continue being an ignorant, seething leftoid, though. It suits you well.
>>64735627>forces a different topic>flops>NOOOOOOOOOOOOOOOOOOOOWorse than pathetic.
>>64735527>Sub 30 meters before accounting for the terminal seeker, boomer.A terminal seeker (radar) that will be jammed by said EW, genius?https://www.youtube.com/watch?v=1o7XRYCFYyM
>>64735634How the GDP of both China and US are directly related to you claiming the US counts debt towards a GDP growth.
>>64735649>BUT CHAAAAAAAAAAAAAAINAYou're desperate, LMAO even, the post wasn't about china, keep seething, bot
>>64735613Its a decent reflection of general adoption. Windows has hundreds of millions of users. I am sure coders are getting some use out of specialized tools. And maybe some othe niches. But in general, office monkeys, truck drivers, cashiers and plumbers are not seeing any productivity gains from AI so far, hence the relatively limited impact.
>>64735659you're retarded. that anon made a perfect example countering your misconception and you just don't understand it.
>>64735659>PRS NO TALK BOUT GRORIOUS CHINER!!
>>64735661>But in general, office monkeys, truck drivers, cashiers and plumbers are not seeing any productivity gains from AI so farOh, that makes sense, we can agree on that. But the productivity that comes from tech and engineering at this stage is outsized. K shaped economy. The lower end is a direct impact of reduced imports from China, which is a good thing.
>>64735222You're a real one. You sure though? That's a lot.
>>64735665Read the definition of GDP instead of being a retard trying to force a different topic like that dipshit.
>>64735613Not anymore nigga, today Office just got rebranded as the "365 Co-Pilot App" lmaoThank fucking god for Openoffice
>>64735673Has it? I mean it generates revenue for sure. But I dont think anything as productive as office 365 has really hit the market in years. Excell, that had impact. As did adobe pdf. But spotify and uber, or tiktok? They make money, but I dont think they increase productivity.
>>64735638I'll go ahead and post the second part:https://www.youtube.com/watch?v=WLpvEoMNEls
>>64735225>New debt increases GDP>>64735689Are you saying the US calculates GDP by counting loans (debt) as a positive asset (an increase in net profits, i.e. an increase in GDP growth)? Proof?
>>64735701You're looking at the wrong things. Shit like IntelliJ, AutoCAD, Epic Systems are all seeing double digit surges in productivity from users due to AI implementation.
>>64735730I work with AutoCAD to design stuff sometimes, I have not found any AI tool that can reliably draw in CAD. It loses and changes designs too often and its not detailed enough. Its like with code, it will help you with a rough draft. But to make an actual design (or program) it is actually more work to keep cleaning up after the AI than make it yourself.I really doubt it will be very impactfull. Biggest thing I have seen is in advertising and book publishing. Lots of cost cutting on models and draft designs, and in books savings on editing and formatting.
>the AI jeets of /g/ have even infiltrated /k/grim
>>64735742You're looking at it the wrong way. It's for task level efficiency, not replacing your expertise. Think of it as an administrator for you.
>>64735705>needing arrows to point at thier tiny sliceLol.
>>64735767>Think of it as an administrator for youWorship your bot task master. Release your ego and dignity.
>>64735705>304,860 + 189,190 + ... = 387,208American education, everybody
>>64735819Yeah hold on. None of those numbers hold up. It says 101k tons for the Chink coast guard, but it adds up to 417k tons. Same with all the totals listed in the corner. PLA total is given at 387k, but destroyers and amphibious alone add up to over 600k. Meanwhile the US number seems to match.I think this image is AI slop.
>>64735722He's retarded, that's all.
>>64735423Post guns
>>64735578>seditionist>lecturing anyone about groupthinkRemind me, did anyone ever find any evidence of outcome-changing voter fraud in 2020, or did you rubes commit treason against your country because you actually believed a conman?>>64735596>ACK-shually we don't care about our political base in the heartland>ACK-shually we didn't need those exports>Anyway here's why our economy is great despite labor stats being so bad the administration refused to release BLS jobs and inflation numbers for parts of Q4cope
>>64735350In what world do Americans not pay for the tariffs? It's almost always cheaper to import things instead of making it in country, even if only because you have to pay lower wages in some third world shithole. Tariffs increasing the cost of importing goods means companies selling in the US have to raise the cost of that good or suffer lower profit margins, potentially going into the red if said margin was already slim to begin with. We both know there's zero chance a company would ever accept a lower margin out of the goodness of its heart.
>>64736049Don't try and reason with Trumptards, they believe anything King Cheeto tells them even if it's obviously not true. The entire election was about the cost of living but instead of doing anything to make costs go down we've had nothing but more inflation thanks to the Trump debt crisis, major losses to domestic businesses that rely on international trade due to tariffs, and now he's gonna' start garnishing wages of those with student debt, which will further compound consumer debt and reduce consumer spending.
>>64736047December 2025 jobs report is scheduled for 8:30 tomorrow, retard. CPI's on the 13th.>>64736100How fucking delusional are you? Inflation is down to 2.7%. The lower end of domestic businesses is a direct impact of reduced imports from China, which is a good thing. PCE is up 3.5%.
>>64734897>It's a signed EO.Executive Orders do not have power over private corporations. They, as the name says, order the *executive branch* of the federal government to act according to the order. an EO can, for example, stop the federal government from making defense procurement deals with corporations that are engaging in stock buybacks, or force the federal government to only make deals where the terms of the contract prohibit these partaking corporations from engaging in stock buybacks. But an EO does not carry weight in actually commanding whether a private corporation does stock buybacks or how much it pays it's CEO.
I'm glad Powell will be out soon and someone more competent (Hassett) will take the reins and give us the REAL, unbiased numbers. Cut the rates, Kevin!
>>64736136>FY2025 debt Increased by $2.2 trillion>but inflation is down, trust usSure. In totally unrelated news, I've got a bridge to sell you.>The lower end of domestic businesses is a direct impact of reduced imports from China, which is a good thingHow is making costs higher for domestic manufacturers and services that rely on imports and passing those costs on to consumers good?>PCE is up 3.5%Yeah, because of inflation and tariffs, where do you get off on calling anyone retarded when you don't understand basic market economics? When things cost more to produce, prices go up. Just because Orange Droolius says they won't doesn't mean companies are going to eat the cost increase, they have profit margins to maintain and operating costs to pay.
>>64734818Russia and China.
So tired of free trade fags
>>64736418Expert liberal economist, same type of person who said tariffs would lead to stagflation, everyone. One that does not realize the US is at full economic war with China. There is no return to mean. There is no more friendly engagement. We are going to fucking kill China.>debt and importersSo, the same rate %yoy that it's been since Biden's inflation policies? Why would inflation not be down if the rate debt's been growing has stayed the same for 5 years? You are also ignoring the fact that the debt is going almost entirely to capex to create supply, not stimulus. That's inflationary. If your business relies wholly on Chinese imports, like I said, you deserve to get priced out. No buying Chinese deflation.>inflation AGAINClearly you're BEGGING for stagflation, yet unit volume and manufacturing wages are up outpacing PCE. >Inb4 manufacturing layoffs. Guess what? Robots are doing the shit that manufacturers were just hiring for arbitrage to not do capex. Tariffs are making them do capex. You are also completely ignoring the energy offset. Trump just seized Venezuela and half the zigger shadow fleet. Gas is under 2$.
>>64734809IDK if this is going to work. This is command economy it needs incorruptible commissars organic in production teams to stop diversion and profit games. Note the top down thing but the lower ranks of government are mostly pissed off legacy Democrat voters who are going to enjoy sticking their fingers at DOGE - and they are just another critical layer of a command economy. Its not 1943.
>>64736206>I sure am excited for hyperinflation!
>>64736942Pasta awardNo cuts are coming btw, no landing. Shit is going to run hot.
>>64736668>falling for theaterUS and China are run by the same oligarchy, smoothbrain.
>>64736942Hyperinflation can't happen without external denominated debt
>>64734818Me, nigga. A THAAD in every home and a nuke on the forehead of every Muscovite. God bless America.
>>64735026post m3 and m2 Δvelocity.
>>64734809The ban on buybacks and dividends is obvious unenforceable fiction, just slop fed to the masses about reining in the greedy capitalist. If anyone actually thought it was real the stock prices would tank as worthless very soon.
>>64734801Do these bulk purchases reduce the prices any?
>>64735026>>64735115Easy to boom an economy when you don't tax anyone and spend spend spend, and even as a boom it's pretty shit.I had no idea Trump was going to DEBTMAX but apparently that's the goal.
>>64736967kys
>>64736967>the oligarchy in question
>>64737163Very good signs.
>>64735366They are paid by the Walton family maybe, kek.
>>64734801>>PrSM 400/y to 2,000/ybased. PrSM is a genuine hypersonic quasi-ballistic.
