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)
Zohran Mamdani’s intern Arzoo Malik is calling for a Holy War through Jihad and martyrdom:
“This is all jihad, this is all ibada, and this is all counted for by Allah. How committed am I to this? What am I willing to sacrifice for this noble cause?”
🔗 Eyal Yakoby (@EYakoby)
@CherokeeOwl 🦉
@BrettColdwell
🇺🇸 One good eye = three good teeth. This woman said she would assassinate President Trump and claimed she would target members of the Trump family one by one. She also threatened Elon Musk and made alarming comments about the Pentagon.
She has multiple accounts across social media, including one with more than 30,000 followers.
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🇫🇷🇮🇷❌🇺🇸❗️ — The US thought it could quickly contain Iran with air superiority, but the war has proven longer and more complex, exposing the vulnerability of American bases and ships to missile and drone attacks, while the mounting costs and deployment needs are putting heavy pressure on the Army, according to French weekly Courrier International.
➡️ The analysis concludes that the conflict has shown the US can no longer manage a major Middle East war without heavy consequences, as it once did.
🌆 Market News Digest
May 20, 2026 EST
🔥 Top Stories
• US mortgage rates hit 6.56%, highest in 7 weeks — mortgage applications decline amid rising borrowing costs
• NVIDIA beats earnings estimates with $81.6B revenue — strong AI demand boosts chipmaker’s outlook
• US stocks rally on Iran deal optimism — S&P up 1.1%, Treasury yields fall on hopes of de-escalation
• US and Iran negotiations reportedly in final stages — potential breakthrough raises energy market hopes
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⛽ Oil & Energy
• Oil dips below $100/bbl — WTI falls 7% on Iran deal hopes, Iran’s maritime security measures escalate
• Iran’s IRGC claims control over Hormuz Strait — new maritime zone announced, requiring coordination for transit
• Saudi Arabia and UAE support regional stability — backing efforts to prevent conflict escalation
• US military boards Iranian oil tanker — tensions in Gulf intensify,...
