🇵🇸 🇮🇱 🇮🇷 Waiting for war in Haifa | Gidon Ben-Zvi
👤 Gidon Ben-Zvi contributes to The Algemeiner, The Times of Israel, The Jerusalem Post, CiF Watch and blogs at Jerusalem State of Mind.
🔶️ "Israelis sitting in front of their television screens can’t help but notice that the Home Front Command’s list of areas where red alert alarms are going off is increasing daily. And with Hezbollah’s theater of operations expanding, Israel is effectively shrinking. As a result, residents of Haifa—Israel’s third largest city, with a population of close to 300,000—believe that it’s only a matter of time before they are ordered to evacuate their homes."
🔶️ "Haifa is now next in line to be attacked by Hezbollah. It lives a life in limbo. We continue to work. Our children go to school. But the red alerts are multiplying. My cousin in the northern coastal city of Nahariya—about a 30-minute drive from Haifa—now regularly hears bombs overhead, forcing her and her family to run to their home’s safe room. My wife and her workplace colleagues in Acre—25 minutes by car from where we live—are constantly hearing sirens. Virtually every afternoon, my kids come home from school with updates about another classmate whose father has been called up for a second tour of reserve duty, this time in the north."
🔶️ "We have entered a period of threat and waiting. What the people of the north are experiencing today is not unlike the hamtanah the “Waiting Period” before the 1967 Six-Day War. During the three weeks of the hamtanah, Arab nations were poised to annihilate Israel. Jerusalem mobilized the IDF reserves. In this tension-filled time, Israeli morale plummeted, catalyzing a political crisis that led to the formation of Israel’s first unity government."
🔶️ "Based on Hezbollah’s modus operandi, anything short of a rapid reestablishment of the preemption doctrine could well lead to Israel having to abandon the Galilee and other parts of the north. At this rate, people will soon be talking about a Kfar Saba envelope in addition to the one around Gaza. It would be a damned shame to have to leave it all behind."
Ukrainian forces have begun training and testing exoskeletons for battlefield use. Soldiers from the 147th Separate Artillery Brigade are using them in the Pokrovsk sector for both logistics and frontline operations. The goal is to reduce physical strain, especially when loading heavy artillery shells into howitzers without automatic loaders. Artillery crews can handle up to 1200 kg of ammunition per day, and early tests show that exoskeletons help them work faster and with less fatigue Above all, by improving the conditions for those soldiers on the front lines who handle such heavy loads, plus the stress of work. Seeking to reduce overall fatigue in the troops
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🇮🇷🇮🇱 - 14 wounded in Iranian missile strike in central Israel, according to Israeli media.
🇬🇧🇮🇶 - A drone struck British Castrol oil warehouses in Erbil, Iraqi Kurdistan, causing extensive damage.
🇮🇷🇮🇱 - Iran launched 9 missiles towards Israel this morning alone, with at least 3 of them being cluster missiles.
🇱🇧🇮🇱 - Over the past 12 hours, Hezbollah launched counterattacks in Khiam and Qantara, in the Nabatieh direction, southeast Lebanon. Hezbollah recaptured northern Khiam, with fighting ongoing for the south of the town. Hezbollah units also re-entered Qantara; frontline sources reported clashes in the center of the town last night.
🇱🇧🇮🇱 - 48 IDF soldiers have been wounded in clashes with Hezbollah over the last 24 hours in southern Lebanon, according to the Israeli Army.
🇱🇧🇮🇱 - "The Israeli army is barely catching its breath in southern Lebanon, and its resources are less than in the previous round of fighting," - Haaretz....
🇺🇸 Blue Owl Capital just disclosed that investors tried to pull 40.7% of one fund and 21.9% of another in a single quarter, and both funds gave the same answer, you can only have 5% back, and everyone else waits in line.
This is a bank run, not a normal withdrawal.
Wall Street spent the last decade selling millions of investors on something called semi-liquid private credit, higher yields, steady income and the promise you could get your money back every quarter if you needed it. What they buried in the fine print was what happens when too many people try to leave at the same time.
Analysts who have covered private credit for decades say nothing on this scale has ever been reported before at any major private credit manager.
These funds do not hold stocks you can sell on a Tuesday afternoon, they hold private loans to mid sized companies that cannot be liquidated quickly without destroying the price for every investor still trapped inside.
This product was originally designed for ...
🇺🇸 President Trump wants to switch to war economy in 2027 with massive increase in military spending and massive cuts to healthcare and other domestic agencies
Once a deficit hawk — he said in 2016 that he thought he could balance the budget in five years — Trump ended his first term with $7.8 trillion in added debt. His 2027 proposal is expected to give an update on 10-year deficit projections currently estimated at around $16 trillion.
The GOP's message for the Midterms will be focused on the "need" for a massive defense build up while the Democrats' message will be focused on affordability.
The fiscal 2027 budget will be the first time Trump puts his second-term governing agenda into one comprehensive document — with the numbers to back it up. The budget he released last year lacked detailed line-by-line spending targets and the economic assumptions necessary to project the long-term cost of his proposals.
Investors in US Treasuries will be looking to see if the debt and ...