US Defense Contractors Raise Forecasts After Zelensky Meeting


Posted originally on Oct 22, 2025 by Martin Armstrong |  

Zelensky in F16

Ukrainian President Volodymyr Zelensky met with several US defense contractors this week, including Raytheon, GE, and Lockheed Martin. A few days later, major defense companies raised their full-year profit estimates significantly.

Spokespeople say that tariffs have no impact on demand for the defense industry. Naturally, Ukraine is seeking duty-free defense imports on defense products paid for by other countries.

Lockheed raised its profit forecast from $22.15–$22.35 per share, up from $21.70–$22.00. The revenue forecast increased to $74.25–$74.75 billion from the previous range of $73.75–$74.75 billion. CEO Jim Taiclet noted there is “unprecedented demand” for Lockheed’s F-35 fighters, CH-53K helicopters, and of course, the highly desired patriot missiles.

“We are investing aggressively in both new digital technologies and physical production capacity needed to meet the top defense priorities of the United States and its allies — and we are doing so in partnership with a number of leading technology partners, large and small,” Taiclet said in a statement.

F16

“In Washington, I spoke with defense companies that produce Patriots and other weapons we need. The willingness to work with Ukraine is fully sufficient — Ukraine is trusted,” Zelensky said on Monday. “It is important that there be enough support for this at the political level in Washington.”

General Electric Aerospace (GE) increased revenue guidance from “mid-teens” to “high teens” in terms of percentage growth. Free cash flow is predicted to be $7.1 billion to $7.3 billion, which is around $1 billion higher than before the meeting with Zelensky. GE stock is already up over 80% YoY, with an 83% increase in deliveries of defense equipment.

Raytheon did not publicly comment on its specific EPS ranges but had a strong Q3. RTX adjusted its full-year earnings to $6.10 to $6.20 from $5.80 to $5.95 and also tacked on an additional ~$1 billion for its sales forecast.

There is a reason why every US defense contractor immediately raised their revenue forecasts after hearing about plans for a continued conflict straight from the horse’s mouth. It is said that Trump and Zelensky had a heated discussion behind closed doors that resulted in a shouting match. Trump has offered Zelensky a way out of this intricately woven web, but he refuses to accept peace. Zelensky has refused to meet with Putin for the past three years, but he sets aside time to meet with defense contractors and any and every world leader willing to lend him a buck or a billion.

High-Crime Blue Neighborhoods to Become Police-Free Zones


Posted originally on Oct 22, 2025 by Martin Armstrong |  

Violent Crime

Brooklyn’s 73rd Precinct is dangerous territory. In the past year, felony assault increased by 26%, grand larceny jumped 30%, burglary is up 40%, and robbery increased by 23%. Liberal lawmakers are implementing a new solution and eliminating all police presence.

Former Mayor Bill de Blasio pushed to defund the police. The New York Police Department (NYPD) has struggled to retain staff amid soft-on-crime regulations and reduced financial assistance from the local and state government. High-crime areas will now be guarded by community group members. Crime will continue to run rampant but the numbers will decline as there will be fewer arrests.

Twenty unarmed community members will monitor the area from noon to 6:00 PM. Cops will line the perimeter to handle high-level offenses but they are not permitted to wear their uniforms. In fact, liberal judges will likely fine them for enforcing the law so they’re unable to act until after a crime has been committed.

Liberal activists believe police-free zones will provide them with safety, dangerously believing the theory that police officers are far more threatening than actual criminals. Seattle piloted a similar program in 2020 amid the George Floyd fallout from June 8 to July 1. Overall crime rose 77.5%. Underreporting rose as calls for police service declined 31% since residents feared community backlash. Two teens died, sexual assaults went unreported; the mayor was forced to cancel the program as citizens began to flee.

Minneapolis erected a George Floyd Square from May 2020 to July 2021 where volunteers handled 70% of all 911 calls. The city praised the measure as 200 calls were de-escalated and over 10,000 visitors flocked to the memorial site. However, violent crime in the zone spiked 21% and it became an open-air drug market. It cost the city $1 million to cleanup the mess but they hailed the program as a success.

Democrats thrive on lawless chaos. Anger in motion becomes civil unrest that opens the door for the government to take control of that chaos. Citizens who cannot afford to leave these zones must live in fear as criminals overtake their streets while politicians surrounded by personal armed security pat themselves on the back.

Beyond Ridiculous – EU Automakers Purchasing Carbon Credits from Chinese EV Makers to Avoid EU Climate Change Fines


Posted originally on CTH on October 21, 2025 | Sundance |

Put this in the ‘beyond ridiculous’ file that explains the current situation of a contracting European economy; specifically, in the auto sector.

Europe has fines associated with the production of gasoline powered engines if the auto company doesn’t hit targets for sales of electric vehicles.  The fines triggered this year.  In order to avoid paying the European fines the auto makers are forming alliances with Chinese EV makers to purchase carbon credit offsets.

In essence, EU car companies buy Chinese car company carbon credits, to avoid the EU fines.  The Chinese car companies can then use the carbon credit revenue to subsidize lower priced Chinese EVs to the European car market, thereby undercutting the European EV car companies.  BRILLIANT!

MILAN, Oct 21 (Reuters) – Automakers have formed alliances to help them avoid hefty European Union fines on carbon emissions by purchasing credits from electric vehicle companies. Several legacy automakers face potential fines as the transition to EVs in Europe has proved slower than expected in recent years.

EU fines – which automakers have said could reach up to 15 billion euros ($17.5 billion) – were initially envisaged on 2025 carbon emission levels. In March, however, the European Commission yielded to pressure from automakers and allowed compliance based on their average emissions over 2025-2027. (read more)

Nissan is purchasing carbon credits from China’s BYD (Build Your Dream). South Korea is purchasing from Xping. Mercedes and Volvo are purchasing carbon credits from Chinese automaker Geely.

BYD and Geely are selling super cheap EVs into the entire EU car market.  lol 😂 You can’t make this stuff up.

The EU economic offset plan?  Let’s go to war with Russia.

Brilliant!

President Trump Answers Media Questions – And Yes, They’re Goofy


Posted originally on CTH on October 21, 2025 | Sundance

I watched some of this live and thought to myself these reporters are really silly now.

One of the questions was asking President Trump if he planned on getting $230 million from the DOJ for targeting him.  Trump had no idea what the “journalist” was talking about and asked them to repeat the question three times because it didn’t make sense.  Essentially, he laughed it off.  Then the New York Times comes out with a story headlined: “Trump Said to Demand Justice Dept. Pay Him $230 Million for Past Cases,” according to “people familiar with the matter.”

These people are nuts.

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Vice President JD Vance Delivers Remarks from the Civilian-Military Coordination Center (CMCC) in Israel


Posted originally on CTH on October 21, 2025 | Sundance 

U.S. Vice President JD Vance, joined by Special Envoy Steve Witkoff and Jared Kushner, addressed the media in Kiryat Gat, Israel, from the Civilian Military Coordination Center (CMCC) where U.S. troops oversee Gaza ceasefire operations. The U.S. team praised Israeli cooperation, highlighted progress on hostages and humanitarian aid, and reaffirmed America’s role in stabilizing the region.  WATCH:

Simultaneous to this visit, President Trump released the following statement:

“Numerous of our NOW GREAT ALLIES in the Middle East, and areas surrounding the Middle East, have explicitly and strongly, with great enthusiasm, informed me that they would welcome the opportunity, at my request, to go into GAZA with a heavy force and “straighten our Hamas” if Hamas continues to act badly, in violation of their agreement with us. The love and spirit for the Middle East has not been seen like this in a thousand years! It is a beautiful thing to behold! I told these countries, and Israel, “NOT YET!” There is still hope that Hamas will do what is right. If they do not, an end to Hamas will be FAST, FURIOUS, & BRUTAL! I would like to thank all of those countries that called to help. Also, I would like to thank the great and powerful country of Indonesia, and its wonderful leader, for all of the help they have shown and given to the Middle East, and to the U.S.A. TO EVERYONE, thank you for your attention to this matter! PRESIDENT DONALD J. TRUMP“

Two Russian-Interest Oil Refineries in Romania and Hungary Erupt in Simultaneous Explosions, as Putin-Trump Budapest Meeting Delayed


Posted originally on CTH on October 21, 2025 | Sundance 

We have discussed at length how the EU/NATO intelligence apparatus will do anything to keep U.S. President Trump and Russian President Putin in conflict against each other. As a consequence of tracking the datapoints around this issue, these events in Romania and Hungary cannot be perceived as coincidental.

Remember, what the EU intelligence apparatus did in Romania to control the election result. Remember also, the largest NATO base is being built in Romania. We understand the EU/NATO (CIA) agenda for Romania with clear eyes.

Now, two simultaneous oil refineries explode. One of them a Russian-owned refinery in Romania, the other a refinery in Hungary that processes Russian oil.

According to Daily News Hungary, the Romanian explosion happened in Ploiești, in the Wallachian region, the refinery is one of Romania’s largest, with a capacity of over 2.5 million tonnes. the refinery is owned by the Russian company Lukoil.

The refinery in Hungary at Százhalombatta refines Russian oil. It erupted in flames on Monday night. “The fire broke out on Monday night at the Dunai Refinery’s AV3 unit. It was swiftly contained, and firefighters have remained on site since, MOL stated in a press release issued last night.” […] “According to information obtained by index.hu from industry insiders, the entire oil refinery faces the possibility of a complete shutdown. Prime Minister Orbán Viktor, in his morning post, has promised the strictest investigation into the fire.”

In related news, the Budapest summit in Hungary between Russian President Vladimir Putin and U.S. President Donald Trump has been delayed.

DNI Tulsi Gabbard Focused on Goals of “Interagency Weaponization Working Group”


Posted originally on CTH on October 21, 2025 | Sundance

President Trump’s January Executive Order says in part, “The Director of National Intelligence, in consultation with the heads of the appropriate departments and agencies within the Intelligence Community, shall take all appropriate action to review the activities of the Intelligence Community over the last 4 years and identify any instances where the Intelligence Community’s conduct appears to have been contrary to the purposes and policies of this order, and prepare a report to be submitted to the President, through the Deputy Chief of Staff for Policy and the National Security Advisor, with recommendations for appropriate remedial actions to be taken to fulfill the purposes and policies of this order.”  {source}

DNI Tulsi Gabbard has been working on this for nine months.

Director of National Intelligence, Tulsi Gabbard, heads the Interagency Weaponization Working Group (IWWG) which has been meeting twice a month to coordinate efforts at identifying, targeting and removing people and systems who have abused their authority and weaponized government institutions.  The IWWG consists of key people from DNI, DOJ, FBI, Dept of War, IRS, FCC and DHS.

As the Gabbard group begins taking action against the internal silo administrators and corrupt actors, the media are beginning to focus on the group.  As a counterattack they construct a narrative that the IWWG is President Trump’s personal targeting team.

(REUTERS) – A group of dozens of officials from across the federal government, including U.S. intelligence officers, has been helping to steer President Donald Trump’s drive for retribution against his perceived enemies, according to government records and a source familiar with the effort.

The Interagency Weaponization Working Group, which has been meeting since at least May, has drawn officials from the White House, the Office of the Director of National Intelligence, the Central Intelligence Agency, the Justice and Defense Departments, the Federal Bureau of Investigation, the Department of Homeland Security, the Internal Revenue Service and the Federal Communications Commission, among other agencies, two of the documents show.

[…] Several U.S. officials confirmed the existence of the Interagency Weaponization Working Group to Reuters in response to the questions and said the group’s purpose was to carry out Trump’s executive order.

“None of this reporting is new,” said a White House official, speaking on condition of anonymity.

ODNI spokeswoman Olivia Coleman said, “Americans deserve a government committed to deweaponizing, depoliticizing and ensuring that power is never again turned against the people it’s meant to serve.”

The existence of the interagency group indicates the administration’s push to deploy government power against Trump’s perceived foes is broader and more systematic than previously reported. Interagency working groups in government typically forge administration policies, share information and agree on joint actions. (read more)

President Trump Hosts a Rose Garden Lunch with Senate Republicans – 12:00pm ET Livestream


Posted originally on CTH on October 21, 2025 | Sundance

Today, President Donald Trump hosts a Rose Garden Club lunch with Senate Republicans at the White House in Washington, D.C.  The anticipated start time is 12:00pm ET with Livestream Links Below.

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BANNON: Tel-Aviv Levin And The Israel-First Crowd Claim To Love Trump, Tweet About Him, Praise Him, Call Him “The Best For Israel,” And Then Turn Around And Attack The Very Peace Deal He Built


Posted originally on Rumble on Bannon War Room on: October 21, 2025

Further analysis on Xi’s purge of military top brass in China


Posted originally on Rumble on Bannon War Room on: October 20, 2025