"Ceasefire / Assessment
a) Israel:
1. Every time Israel has relied on the stupidity of the "Palestinians" it has worked. Historically.
2. It is better to bet on the "Palestinian" ineptness than to bet on conflicts with the superpowers.
3. Israel is still at war and has never gone "all out" on all arenas at once and this has paid off.
Note: It is not to be ruled out that there is preparation for an Israeli invasion of southern Lebanon due to Hezbollah's refusal to disarm, perhaps the completion of the work against the remnants of Iran, or a diplomatic process to complete the Abraham Accords.
B) The struggle against the PA
1. Historically, there is no "Palestinian establishment" that can make operational decisions or accommodate concessions. Hence, the Israeli gamble always pays off from 1948 until the Bar-Ilan speech (Netanyahu accepting the idea of a Palestinian State in the Obama era - JP)
2. Hamas cannot accommodate "disarmament" because then it will be slaughtered, as it slaughtered Fatah after the disengagement (Israek's one-sided retreat from Gaza in 2005 - JP).
C) Trump and the US:
1. Trump is a leader who knows how to tear trade and nuclear agreements to pieces.
2. Trump has already led political processes that ended differently, such as the "Deal of the Century" that ended with the Abraham Accords or the "Negotiations with Iran" that ended with the bombing of Iran, and of course the endless talks and flick-flacking between Russia and Ukraine.
3. Trump tends to humiliate himself in front of the "other side" until the other side - Russia, Iran, Europe: makes a mistake and gets caught up in it. This is a simplistic negotiation strategy that the global political world simply refuses to accept.
4. Trump has more important goals and may want peace in this arena. I remind you that the world is still in a war of superpowers and trade. There are also personal circumstances such as the Nobel Peace Prize.
D) The agreement on a practical level:
The return of the hostages is the only element in the agreement that can be executed on an immediate and practical level. All the other parts - will take months if not years to implement. Disarming organizations, reconstruction, establishing a "technocratic government".
Try it in Iraq, Afghanistan, Judea and Samaria in the Oslo Accords - "artificial regimes" are always a failure and in the end blood runs in the streets.
The Arab/Muslim world has never created a practical political or military operation and managed to maintain it.
This agreement, except for the return of the hostages - if to put it somewhat bluntly - is Western nonsense that has already been tried in various versions in countless places in the Middle East.
Israel will not be tested by a single agreement or a micro-event in the war: but by whether it derives maximum profit in relation to the situation.
Israel's decision-making set should also always be with the practical dimension as the supreme one.
And time will judge that.
Just as there were days of ceasefires, there were days of bombings in Iran.
I see no reason to get excited one way or the other. The sky is not falling except on the issue of the hostages. Military power is supreme - not fragile political power.
Hence, patience."
(Topaz Ram)
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 ...