We know what’s coming and we are prepared.
🇮🇷🇮🇷⚔️🇺🇸 What Cards Still Remain for Trump in Iran?
Everything seemed to be going very well for the second round of negotiations between Pakistanis, Americans, and Iranians, until a few days ago, when the IRGC, from what we can tell, expressed strong dissatisfaction with how the process was being handled.
They were especially unhappy that Trump’s narrative was being allowed to circulate freely and calm the markets, and they decided to intervene.
Trump did not see this turnaround coming. Iran not only refused to attend this round of negotiations but also made it explicitly clear that it had not requested any extension of the ceasefire.
Instead of sitting down at the table, Iran chose to flex its muscles: it paraded a missile launcher through the streets in a mini military display cheered by thousands of people.
All of this happened on the same day that NBC News reported an assessment from the Pentagon’s intelligence agency directly contradicting the public statements of the U.S. government.
While Secretary of Defense Pete Hegseth and Trump claim that Iranian forces have been annihilated, the intelligence report indicates that the country still retains significant military capabilities. On top of that, CNN also published on April 21 that the stockpiles of interceptors and Tomahawks are a major concern.
In any conflict, reality eventually imposes itself. This isn’t like an election campaign, where there’s a fixed deadline and you can plan everything in advance.
Right now, after Iran’s latest move, Donald Trump has a few cards left in his hand.
His strongest position is the naval blockade, which prevents Iran from exporting oil and cuts off its main source of revenue. The problem is that Iran can still survive for a few weeks under these conditions. But what about the global economy? That’s the point that makes this tactic questionable.
Another card would be to resume much harsher strikes, targeting Iranian civilian infrastructure and bringing the entire country to a halt.
This approach could cause severe environmental disasters in the region and would likely trigger Iranian retaliation against the same infrastructure in Gulf countries, dramatically worsening the energy crisis and potentially creating water shortages and data blackouts, since Iran has already announced it would cut submarine cables in such a scenario.
Four more cards remain in his hand: occupying ports, a new attempt to involve Gulf countries, opening Hormuz using destroyers, and, finally, tactical nuclear missiles.
Any of these options, seizing ports, freeing the strait with destroyers, or pulling in the Gulf countries, must be carefully evaluated because they all risk making the problem bigger instead of solving it.
đź”— Patricia Marins
Gavin Newsom caught in a massive federal money laundering scam
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Newsom increased ambulance costs 300%, then requested reimbursements from the federal government, but it was fake
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He’d then pay a different company a fraction of the cost and pocket the rest. Stealing billions
“One of the largest and most convoluted schemes in modern history has been discovered during a review of California's medical financial records”
“Investigators found that under Gavin Newsom's leadership, the Golden State has essentially been funneling taxpayer money from all across America to prop up California's own finances.
Genesis Plan started in 2022 and it revolves around the complex concept of intergovernmental transfers, which in simple terms is when a local hospital or county makes a transfer to the state Medicaid agency for payments of medical services such as ambulance rides
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After the transfers are made, the state can then request a matching amount of money from the federal government
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But Gavin ...
Leaked phone call from January 4, 2025 (3 days before the devastating Palisades Fire)
The call is between Los Angeles Mayor Karen Bass and John Alle, a property manager and whistleblower in the Pacific Palisades, Westlake and MacArthur Park areas
John Alle contacted Karen Bass to warn her about extreme fire risks due to weather conditions like high winds and dry brush
Karen Bass tells him to “read between the lines,” “hold tight,” and that “you will understand soon.”
She knew something was coming, almost like a planned fire (many believe the land grab)
This call is interpreted as her knowing serious fire danger was imminent but not wanting to discuss what was about to happen openly….
Very cryptic
đź”— Wall Street Apes (@WallStreetApes)
@CherokeeOwl 🦉
@BrettColdwell
🇮🇱⚔️🇱🇧🇵🇸 Multi-front aggression on Gaza and Lebanon has left Israeli reserve forces on the brink of collapse warns army chief
The Israeli military establishment issued a dire warning to the Knesset on Monday, cautioning that its overstretched reserve forces are teetering on the edge of a total systemic breakdown. As first reported by i24 News, during a classified session of the Foreign Affairs and Defense Committee, Chief of Staff Eyal Zamir told lawmakers that the army's ability to sustain its multi-front aggression—stretching from Gaza to the northern borders with Lebanon—is rapidly eroding.
Zamir urged immediate legislative action to extend mandatory service to 36 months and expand conscription to include the ultra-Orthodox community, describing the current strain on reservists as an "unreasonable burden" that cannot be maintained.
The military's manpower crisis comes as Tel Aviv prepares for a potential expansion of its ground invasion into south Lebanon, ...
🇺🇸🚱⚠️ The Worst Spring Drought on Record Is Putting U.S. Crops at Risk
The United States experienced its worst spring drought on record last month, with more than 60% of land in the lower 48 states experiencing moderate drought or worse.
The drought has sparked alarm among farmers and environmentalists across the country, who warn that food supplies may be impacted and wildfires may blight areas where they are not usually seen.
The dry conditions are concentrated in the southeast, where moderate to exceptional drought covered 99.81% of the region at its peak in April, according to the U.S. Drought Monitor. Severe to exceptional drought covered more than 80% of the region, the highest level in April since the monitor began collecting data in 2000.Â
The drought has been building for some time. Georgia, North Carolina and South Carolina experienced record dry conditions between September 2025 and March 2026, with records dating back to 1895.
While heavy rainfall in the South last...
The US bond market crisis is intensifying.
While everyone is focused on AI and the Iran War, the US bond market is in a complete meltdown.
The 30Y Yield is now above 5.00% and the 10Y Yield is nearing the pivotal 4.50% level, which resulted in President Trump's "90-day tariff pause" in April 2025.
Long-term yields are now ABOVE levels seen prior to Fed rate cuts in another brutal reminder that the Fed can not contain the long-end of the yield curve.
At the current pace, we will likely see US mortgage rates rise back above 7.00% this year.
The question then becomes:
How much longer can markets (or the US government) ignore the yield crisis?
And, who folds first?
(@TheKobeissiLetter)
