We know what’s coming and we are prepared.
HOSTAGE DEAL UPDATE:
Early this morning, we saw reports in Israel that Sinwar was under increasing pressure due to the operation in Rafah and IDF control of the Philadelphi Corridor. Sinwar fears that every day that goes by without a deal, his chances of survival go down, and the chances that Israel will rescue more hostages go up (AKA he loses leverage in negotiations). Some unofficial sources claim that Sinwar has accepted that Hamas will not govern Gaza after the war. Still, he is ADAMANT that the IDF withdraw from the Philadelphi Corridor because that is his oxygen supply. This will be the contention point going forward.
This afternoon, we received the report that the Mossad had received an answer from Hamas vis-à-vis the deal offered a few weeks ago. While we don’t have the full details of the answer yet, Israeli officials are claiming that this is the most positive response so far from Hamas, and they can work with it for once, albeit the negotiations will still take a long time and are not assured. Hamas supporters have already started celebrating, claiming that they were able to reach a deal to end the war.
From Israel’s perspective, while this is not necessarily the ideal situation, barring any untenable demands from Hamas, this deal will probably be the best way to get some hostages back alive. If there is no deal, the chance that hostages will be killed continues to escalate.
However, an important point to consider is that this deal was presented BEFORE the IDF took control of the Philadelphi Corridor, and that aspect of it would be a massive problem. I don’t see a situation where the IDF withdraws from the corridor, and I don’t see Hamas agreeing to a deal that keeps Israeli forces choking their supply lines. It remains to be seen how that issue will be negotiated.
It is essential to keep in mind that for many in Israel, Gaza is not nearly as important as the North anymore. All attention and focus are being shifted toward Lebanon, and the IDF needs as much of its available resources and manpower for what is to come with Hezbollah.
Overall, while I am not happy with the circumstances of this potential deal, I understand the various perspectives and considerations that go into it, and I trust Bibi to make the right decision for the country and our people. He holds all of the information, and we try to make sense of it; the rest is out of our hands.
(Raylan Givens on X)
Putin called European politicians “pigs” who wanted to “feast on the collapse of Russia”
He also said that after the collapse of the Soviet Union, Russia had believed it would become an “equal part of the European family,” but that never happened because there is “no civilization in Europe, only total degradation.”
🇺🇸 The Treasury just declared the U.S. insolvent. The media missed it
The U.S. government is insolvent. That’s not hyperbole — it’s the conclusion drawn directly from the Treasury Department’s own consolidated financial statements for fiscal year 2025, released last week to near-total media silence. The numbers: $6.06 trillion in total assets against $47.78 trillion in total liabilities as of September 30, 2025.
Importantly, the $47.78 trillion in reported liabilities does not include the unfunded obligations of social insurance programs like Social Security and Medicare — those are disclosed separately in the off-balance-sheet Statement of Social Insurance (SOSI).
The government’s consolidated balance sheet position, excluding the SOSI, deteriorated by nearly $2.07 trillion between FY 2024 and FY 2025, reaching a staggering negative $41.72 trillion. Total liabilities are now nearly eight times the value of reported assets. The largest drivers were a $2 trillion increase...
🇮🇷❌🇺🇸 - Are U.S. ground troops being prepared for operations against #Iran? – An Iranian assessment
🔹 Recent flight tracking data shows a number of U.S. passenger and cargo aircraft moving from bases such as Eglin Air Force Base, Fort Bliss, and Fort Liberty toward Camp Lemonnier in Djibouti. These bases are associated with special forces, airborne units, and combat aviation, which has drawn attention in Iranian analytical circles.
🔹 In parallel, earlier reports about the cancellation of a training exercise by the 82nd Airborne Division are interpreted as a possible indicator that certain rapid deployment units may have been placed on standby for operations in the region.
🔹 At the same time, the movement of amphibious forces – particularly the Boxer and Tripoli groups – has reinforced speculation that a sizable number of U.S. Marines could now be positioned in or near the battlefield, although the exact composition of these forces remains unclear.
🔹 Within this context, ...
🇺🇸 The U.S. Ammo Shortage Is Worse Than You Think
The conflict with Iran is an urgent reminder that the U.S. needs a defense industrial base that can wage a high-intensity war against American adversaries—especially China. The Trump administration has taken important steps to increase production of some munitions, reform an antiquated acquisition system, and establish incentives for private-sector innovation. It is critical now to accelerate these changes.
Military planners should be particularly worried about China, which has vastly superior capabilities to Iran. The Chinese industrial base, which is on a wartime footing, has produced thousands of hypersonic, cruise and ballistic missiles capable of precision strikes, along with millions of drones. U.S. bases, aircraft, naval vessels and other infrastructure operating within the First Island Chain—which extends south from Japan through Taiwan, the northern Philippines and Borneo—are highly vulnerable to attack.
The Chinese ...
