Cai von Rumohr

Cai von Rumohr has been quoted 8 times. The two most recent articles where Cai von Rumohr has been quoted are Trump's F-35 criticism adds to his long history of scrutiny of the fighter and Trump's use of Twitter as negotiating platform may hurt defense stocks, Cowen says. Most recently, Cai von Rumohr was quoted as having said, “Trump has clearly learned that bully pulpit of Twitter can be pretty powerful. Defense is in essence a political business, so if the president or president-elect of the United States says you're asking too much money, people worry.”.

Cai von Rumohr quotes

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Trump has clearly learned that bully pulpit of Twitter can be pretty powerful. Defense is in essence a political business, so if the president or president-elect of the United States says you're asking too much money, people worry.

The more important issue, however, is Trump's emerging pattern of using Twitter as a bully pulpit to negotiating leverage over targeted businesses, e.g. Carrier, Boeing on issues of concern.

Trump's tweet lambasting the Presidential Aircraft likely won't have meaningful direct impact on BA as its current contract is small. However, his emerging habit of using Twitter as a bully pulpit could become a threat to controversial high profile programs.

While upcoming comps get much more difficult, a potential Clinton presidential win could bolster the demand surge as occurred in Obama's 2008 victory.

We're reluctant to over read this data and think today's 7 percent selloff in [Smith & Wesson] is overdone, particularly since a potential Clinton presidential win could backstop gun demand.

Depending on who wins, my guess is we're talking modest to moderate uptick in defense spending.

F-35 is a little too late to be cancelling it now. The economic rationale for not going ahead is not very strong.

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