We know what’s coming and we are prepared.
All,
Well, that didn't take long. We are now in the week after Trump ordered MIDNIGHT HAMMER execution. It looks like the mission was accomplished. Aerial photos clearly show impact locations and apparent collapse of underground structures. The psychological aftermath will be more devastating for Iran.
I am thoroughly impressed with the execution. Only account/media I saw that called it has been calling it everyday since Israel started hostilities with Iran. He's a broken clock, so I know he didn't know anything. The operational security was outstanding creating a sense of complete shock around the world that it was pulled off. This is what you get with serious people in charge and demonstrated consequences for leaking. And, people thought Pete Hegseth was a bad choice for Sec. Def. The operational control here demonstrates his impact of the culture of our military.
The other thing just as impressive is there appears to have been staunch disagreement among our leaders about taking this step. Yet, no one leaked it or is playing Monday morning QB today. They felt comfortable with letting their voice heard, but locked in once a decision was made. THIS IS WHAT WE WANT!!! We hired them to speak up and they did, but we also hired them NOT to embarrass us through pettiness. This is an amazing feat that speaks to the character and leadership qualities Trump possesses. We do NOT want to diminish it. I am more confident today that Trump will get feedback, assess it, and decide with the typical pros/cons a CEO operates with.
Now, what is the result of this action. Well, Israel has neutered Iran's Air Force, the IRGC keeps losing it's head, and their Navy is hoping for the order to close the Straits never comes. If the hardliners keep pushing and not sue for peach by giving up all nuclear ambition, I suspect we are entering an extracted air war. Israel and the US will slowly pick apart Iranian forces and leaders until they decide enough is enough. All they have now are missiles and terror. They lose launching capability with every barrage. You can have 20k+ missiles, but they do little if you cannot fuel or launch them. The terror side is concerning, but is likely diminished because of response to 10/7 and improving intelligence now that these orgs can refocus on their mission versus DEI. We'll know in the next few weeks if this is a real concern.
My hope is this is beginning of the end of mistakes made by Jimmy Carter and Iran becomes what it was or better. I have limited desire to see Europe, but getting a chance to see the mountains of Tehran is on my most unlikely bucket list. If the next weeks, months break the right way it could become possible.
CP
Speaking at the WEF, Savor CEO Kathleen Alexander boasts about how her company is "saving the planet" from the evils of agriculture by replacing real butters and oils with synthetic versions made from carbon dioxide and methane. 😳
"Savor is part of bringing transformation to the food system by re-imagining how we make an entire macronutrient—fats and oils."
"The result is that we can dramatically lower the planetary footprint of our food system."
"Our food system today uses about 50% of the habitable land on the planet. It's 20-30% of our greenhouse gas emissions."
"And we can reduce all of those by 50-100%."
Source
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🔥 Top Stories
• Middle East risk flares — IDF hits Hezbollah sites in south Lebanon; Houthis threaten Saudi assets; France deploys naval/mine-countermeasure assets near Hormuz.
• U.S. oil market scrutiny — DOJ/FTC say they’re monitoring crude for price-fixing/collusion as Brent settles at $72.12/bbl.
• Trump pardons saga — Trump signs pardons for six and faces fresh scrutiny after NBC reported undisclosed stock purchases before tariff pause.
⛽ Oil & Energy
• Gulf crude exports topped 10M bpd in June but remain ~40% below pre-conflict levels; Fitch flags ongoing Iran/Mideast risk to corporates and oil forecasts.
• CMA CGM warns Hormuz transit charges would be “devastating”; Airbus says defense cooperation remains pressured.
📊 Markets & Macro
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🇮🇷🏆🇺🇸 Iran Is a Bigger Defeat Than Vietnam | Foreign Policy
At his second inaugural, U.S. President Donald Trump pronounced his hope “that our recent presidential election will be remembered as the greatest and most consequential election in the history of our country.” By losing his Gulf war, Trump has achieved that goal. His choice to launch a campaign against Iran was encouraged by others, but fully his own. It has led to a reversal that marks a strategic calamity far greater than the U.S. defeat in the Vietnam War.
Defeat in the Iranian war looks, on the surface, nothing like other U.S. military defeats. The speed of the war and its remoteness have lent an air of unreality to the whole endeavor. The White House has not been burned, as it was in 1814; there have not been protests against a nonexistent draft. The absence of substantial U.S. casualties in this conflict also masks the scale of the U.S. defeat. To be sure, the war has been deadly: Thousands of Iranians, ...
According to The Wall Street Journal, Donald Trump reviewed military options for a full-scale war against Iran to “finish the job,” but has decided, for now, not to move forward.
The report says Trump is concerned that renewed military conflict could hurt the chances of a diplomatic resolution and of dismantling Iran’s nuclear program, and that he’s shown willingness to let indirect talks in Qatar run past the August 18 deadline. He is said to be fine with continuing limited strikes on Iranian targets if Tehran violates the current temporary deal - as it already has, repeatedly.
How are those negotiations going?
Not well. It seems JD Vance’s “historic” face-to-face achievement was a one-off. Washington has been quietly downgraded from talking to the Great Satan to negotiating with the Little Satan instead - a senior Qatari official confirmed that U.S. envoys Steve Witkoff and Jared Kushner met Qatari officials in Doha, but there are currently no high-level U.S.-Iran meetings ...
