Imagine if a woman president crashed the economy and started a war with no end in sight, and her biggest, seemingly ONLY concern was building a ballroom and redecorating the White House.
I hope these messages sink in within the administration:
A. Iran does not believe it lost this confrontation. On the contrary, from Tehran’s perspective, it proved resilience and strategic staying power.
B. Iran has no intention of capitulating or accepting Washington’s demands, not now, and not in the foreseeable future.
C. No matter how much Trump threatens “the end of civilization,” Iran is unlikely to back down. Even if military confrontation resumes, Tehran is not expected to reverse course under pressure alone.
D. The only realistic paths to an agreement are either:
compromising on key Iranian demands, or pursuing regime change in Iran.
If the administration is unwilling to commit the enormous military, political, and economic resources required for regime change, then it likely lacks the leverage to force Tehran to accept maximalist terms.
E. Neither sanctions, blockades, nor other “silver bullet” pressure tactics are likely to compel Iran to fundamentally alter its negotiating position. Claims otherwise are increasingly detached from reality.
F. Iran and its regional proxies retain significant capacity to inflict economic and strategic pain on Gulf states, particularly in the energy and maritime domains.
G. Any agreement with Iran is unlikely to include meaningful restrictions on its missile program or regional proxy network, and will almost certainly acknowledge, at least implicitly:
Iran’s right to enrich uranium, and its Hormuz straits control.
H. Most Gulf states are deeply concerned about escalation and understand that toppling the Iranian regime would be extraordinarily difficult and destabilizing.
I. The United States did not achieve a decisive strategic victory. Despite operational successes by both the U.S. and Israel, the broader strategic balance in the region has not fundamentally changed.
J. Iran is not Venezuela. It is a far larger, more institutionalized, ideologically committed, and strategically resilient state with deep regional networks and a much higher tolerance for prolonged confrontation.
The bottom line us simple: There is an illusion in Washington that Iran emerged weakened, isolated, and ultimately cornered by military pressure, sanctions, and the threat of escalation. From Tehran’s perspective, the recent confrontation did not end in defeat. Quite the opposite. The Islamic Republic believes it demonstrated resilience, survivability, and an ability to absorb enormous pressure without surrendering politically. In the eyes of Iran’s leadership, simply enduring against the combined pressure of the United States and Israel reinforces the regime’s central narrative: that resistance works.
The administration must recognize an uncomfortable reality: coercion has limits. If the United States truly seeks to compel Iran to abandon its core strategic doctrine, there are only two possible paths. The first is compromise, meaning accepting that any sustainable agreement will have to accommodate at least some Iranian red lines. The second is regime chang. No more no https://t.co/1AnXeabG2T middle ground.
#Iran
#IranWar
"This is not just the most corrupt presidency in American history, it is among the most corrupt regimes on earth." And abject corruption on a mass scale, it turns out, is not politically popular.
New from @monacharen:
https://t.co/810ztcfUkT
It looks like Iran is left with only two choices: sit back and watch the US Navy escort ships through the strait, losing all their leverage, or respond militarily to protect it.
The former would gut their bargaining power, while the latter gives the US and Israel the perfect excuse to restart hostile military operations.
We all know what Iran is going to choose. The moment their speedboats fire a shot, US and the IDF will drop the missiles.
Tbh i think Washington played this one pretty smart. They’ve set the bait perfectly.
#oott #iran
NINE THOUSAND people who work for the FBI — either two thirds of their agents or one quarter of their entire staff — have been diverted to immigration enforcement by the Trump administration.
These actions make our communities far less safe.
In the past week, Oil is up more than 20%, reflecting negative macro risks. In the past week, stocks are up, not reflecting these macro risks. Also, stocks started the rally on the supposed (false) easing of these same macro risks.