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)
👮♂️ 🇺🇸 Diversity creates police states:
In the US Corrections funding is up almost 400% since the 1970s. Police funding is up 200%.
In 1970 there were 450,000 police officers in America, today there are nearly 800,000 police in the United States and a national recruit shortage
📎 White Papers Policy Institute
💰
I have long argued that, as we approach the endgame, central banks would revalue gold to recapitalize their balance sheets.
We are now seeing clear evidence that this process is underway. No comparable bailout is planned for you, however.
By owning physical metals, you create your own bailout—while other assets collapse relative to gold.
Gold is up $550 in a week—and more than $300 in the last 24 hours.
Once you understand that we’re living through a financial reset, these moves makes sense.
It also explains why this is only the beginning—and prices are headed much higher.
Parallel Mike