Writing this morning from the 28th floor of a great looking building in Manhattan, where I've come to sit down with a group of investors and analysts who work with one of our frequent contributors, Gigs. Gigs asked me to come up and talk about defense related issues that might impact the financial industry, and a bit on my thoughts with respect to defense and the Obama Administration.
This is a wonderful opportunity, combining a couple of my favorite things. I definitely enjoy talking about politics and geo-strategy, I thoroughly enjoy New York, and I definitely have an interest in the financial world.
I stayed the night at Gigs' house in Connecticut, and when I met him this morning in his home office, he informed me that two of his friends in London had been sacked. More and more folks who do what he does are finding themselves on the short end of the stick.
This will pass, but the system is likely to have changed. Hopefully for the better.