Alternate reading: Blackwater thinks Obama is going to win. Hence drying up their incredibly reliable source of income from the federal government. Note these are still in the wrapping. Pare down the investments - we're headed for leaner times.

Alternatively -- Blackwater thinks that we are about to descend into some serious chaotic shit, that governments are going to be too strapped for cash to hire them directly, and that they think they can get top dollar now for their warehoused small-squad fighting vehicles.