Byron Callan

Byron Callan

Contributing columnist Byron Callan is a director at Capital Alpha Partners in Washington.

Opinion: Defense Spending’s Complicated Equations  11
What drives up defense spending may not be as obvious as what seems like a higher level of threat.
Opinion: Three Paths To Pentagon Spending Peak  9
Unusual factors may unfold related to assessment of Trump’s 2018 Defense budget that could lead to peak Pentagon spending.
Opinion: New Rules For Defense Under Trump?  56
Defense contractors may well find that under the Trump administration some of what worked to create value over the past decade will not work as well.
Opinion: Nine Defense Predictions For 2017  40
The Pentagon budget may grow under Trump, but major defense acquisition programs could come in the form of infrastructure spending and fiscal stimulus.
Opinion: Beware Republican Election Sweep Cross Currents  8
The Trump administration’s stance toward Russia, uncertain Pentagon allocations and geopolitical surpise could roil the U.S. defense industry in 2017.
Seven Forces That Could Reshape Defense  5
It is tempting to conclude that today’s defense sector structure will be the same in 2021 or 2026, but there are factors to bear on how to avoid value destruction. Here are seven to consider.
Opinion: Seven Forces That Could Reshape Defense  2
The defense sector’s structure is bound to be affected by seven factors within the next 10 years.
Opinion: Defense Budget Rebound? Maybe Not.  36
There are key differences between the defense spending cycle that consensus believes will unfold in 2016-20 and prior cycles.
Opinion: Does Clinton vs. Trump Matter For Defense?  48
Consensus is that Trump would be more bullish on defense, but Clinton could boost defense spending above Obama administration plans, too.
Opinion: Defense High And Low Roads After Brexit  13
Initial post-Brexit stock reactions suggest investors view U.S. and some European defense issues as safe havens.
Opinion: For Defense Investors, Growth Matters 
The defense industry has seen some very impressive stock price moves due to investor willingness to fund growth.
Opinion: How The Presidential Election Could Shape U.S. Defense Policy  2
There may be some hints of intent as the presidential campaign heads into the home stretch in September-October.
Opinion: How Sustainable Are Rubio And Cruz Defense Plans?  53
Both plans appear to be extremely bullish for defense, but rapid spending increases may prove difficult for some parts of industry to digest.
Opinion: Why U.S. And European Defense Companies Performed Well In 2015  3
The strongest defense stocks last year had several factors in common that may influence contractor behavior this year.
Opinion: How The Defense Dept. Can Be A Better Customer  16
Acquisition reform requires speed, resources, commercial pricing—and a little “plain English.”
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