A lot is being said about Russia's hypersonic missiles. It's true they've tested them - but testing a couple missiles is a long way from actually deploying them. That takes years, and presents a whole slough of more problems - not the least of which that most all of Russia's missiles rely on parts from Ukraine. By contrast, Raytheon and other suppliers can churn out Javelins, counterbattery fire systems, and antiaircraft systems pretty quickly.

But most importantly, the Ukraine military is simply fighting well, while Russia's is not. Russia's tactics haven't changed a whole lot since WWII, while Ukraine - with training provided by the U.S. and other NATO countries, has the ability to adapt to changes in the battlefield. In short, it's no longer a given that Russia can or will win this war.

Disclaimer: I own stock in Raytheon.

Onward and upward,
airforce