Comments by "Walter Burton" (@WalterBurton) on "" video.

  1. Yep. Evergreen complaint about Zeihan. Lets himself get out over his own skis far too easily.
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  2. "In 5 or 6 months the cupboard will be dry." 🤦 Zeihan doesn't understand production cycles.
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  3.  @gviehmann  : No. 1. "Stingers are needed in large numbers." What does this even mean? 2. Production cycles. Javelin. Lockheed/Raytheon JV. Currently they run 2100 off the line a year. That doesn't mean that one day a year is "Javelin Day." 🙄 3. CLU vs. missile. 2 different components. 1 is purposefully disposable. 1 is purposefully reusable. Got any numbers on how this separate unit production shakes out? We pay Peter to pay attention to certain things. To highlight trends and eventualities of interest. We pay Peter to not make shit up just because he's feeling pretty today.
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  4.  @gviehmann  : No. Yet another example of Zeihan straying.
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