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Noah Smith

Noah Smith

Washington, D.C. · 92 stories

http://www.offsetllc.comhttps://x.com/inthenoahhttps://www.linkedin.com/in/noahrssmith

Gabelli 31st Annual Aerospace & Defense Symposium FinanceSteel & Sovereignswar economyTechEDITORS PICKS

Gabelli 31st Annual Aerospace & Defense Symposium

Conference Host: Gabelli Funds, LLC | Portfolio Manager: Tony Bancroft The Harvard Club, New York City | September 4, 2025 EXECUTIVE SUMMARY The Gabelli 31st Annual Aerospace & Defense Symposium revealed an industry at an unprecedented inflection point, with executives from 17+ companies providing extraordinary visibility into what multiple presenters characterized as

Noah Smith · Sep 4, 20252025-09-04 · 20 min read20 min

Venezuela as Decoy, Iran as Target opine

Venezuela as Decoy, Iran as Target

"The most powerful tool of a leader is deception. Appear weak when you are strong, and strong when you are weak. Convince the enemy your armies are near when they are far, and far when they are near. In this way the enemy is deceived into maneuvering for their

Noah Smith · Sep 2, 20252025-09-02 · 6 min read6 min

Encircling Kaliningrad: A Mission Thread on the Suwałki Gap War CONOPs

Encircling Kaliningrad: A Mission Thread on the Suwałki Gap War

Mission Problem / Opportunity Russia launches an invasion of Lithuania from Belarus with two immediate objectives: * Seize the Suwałki Gap — the narrow land corridor between Poland and Lithuania. * Encircle Kaliningrad — turning it into a fortress bastion while cutting off NATO reinforcement routes to the Baltics. The question: Can NATO hold open

Noah Smith · Aug 29, 20252025-08-29 · 3 min read3 min