John Engle

family office | VC/PE, stocks, cannabis | value, growth, special situations BA, MBA (Oxon) | MA (Dubl) | DipGrad (Lond) Commentary:

[John Engle @JohnEngle]

My latest letter in the @chicagotribune

#NoKings #HandsOffChicago #ICE

[New Hegemony Insights @NewHegemony]

BRIEFING | Learning from Failure:
Key Military Lessons from America’s Disastrous War of Choice in Iran

Read the full briefing: https://t.co/UxtQVtw0AF

[New Hegemony Insights @NewHegemony]

BRIEFING — US–Iran Conflict: Peace Without Honor

The 2026 Iran war began with maximalist promises. It ended with none of them achieved. Indeed, the conflict has proven to be a virtually unmitigated disaster for the United States.

Full briefing: https://t.co/P5gDJiHlOP

[Will🌳💫 ☭ @coolwill11]

STANNIS: Tywin Lannister. Disgusting Warden of the West.
Fella wears a [expletive] red doublet.
DAVOS: [inaudible]
STANNIS: They run the banks too

[New Hegemony Insights @NewHegemony]

BRIEFING: China’s Taiwan Strategy
III. Cracking the Silicon Shield: Emerging Threats to Taiwan’s Strategy of Deterrence through Dependence

Link to full briefing:
https://t.co/aDlTvCc2FS

[New Hegemony Insights @NewHegemony]

US-Iran Conflict Update - March 19
Dangerous Escalation Toward Energy War

[John Engle @JohnEngle]

The Iran war is actively consuming the foundations of US primacy. A hegemon’s power does not rest on its ability to destroy targets in isolation. It rests on its ability to keep alliances cohesive, sea lanes credible and escalation legible. This conflict is undermining all three.

[New Hegemony Insights @NewHegemony]

Briefing: US-Iran Conflict Update - March 16
No Easy Off-Ramp: U.S. Faces Strategic Insolvency in the Gulf

[John Engle @JohnEngle]

"Well apart from that, Mrs. Lincoln, how was the play?"

[OSINTdefender @sentdefender]

U.S. Secretary of Defense Pete Hegseth states that the Strait of Hormuz is “open for transit” and the only thing preventing that is continued drone and missile attacks by Iran.

[John Engle @JohnEngle]

"Stripping air defense from a disciplined, high-compliance ally in the Indo-Pacific to sustain a listless Middle East campaign is a short-sighted strategic move that undermines a key relationship in the Indo-Pacific."
https://t.co/zIopWlMgjM

[New Hegemony Insights @NewHegemony]

Briefing: US-Iran Conflict Update - March 11
Dire Straits: Blockade Pain, Alliance Strain, Interceptor Drain

#IranWar #Hormuz #THAAD

[John Engle @JohnEngle]

@donaldgorbachev @WSJ The relevant metric isn’t how many launchers are destroyed. It’s whether the Strait is insurable. Once strategic reserves become the policy tool, markets are no longer pricing “disruption.” They’re pricing “duration.”
https://t.co/zIopWlMgjM

[New Hegemony Insights @NewHegemony]

Briefing: US-Iran Conflict Update - March 11
Dire Straits: Blockade Pain, Alliance Strain, Interceptor Drain

#IranWar #Hormuz #THAAD

[John Engle @JohnEngle]

The only candidate who’ll hold power to account.

[Chicago Tribune @chicagotribune]

US Sen. Bernie Sanders endorses state Sen. Karina Villa for Illinois comptroller

https://t.co/BuhbDvgTZh

[New Hegemony Insights @NewHegemony]

Briefing: China's Taiwan Strategy
Taking Taiwan: Assessing China’s Capacity for Direct Military Action

[John Engle @JohnEngle]

@WarMonitors Manifesting is fine for dream journals. Not so much for war strategy.
https://t.co/NBgXBzcosQ

[New Hegemony Insights @NewHegemony]

Briefing: US-Iran Conflict Update - March 9
Failure to Topple Regime Raises Probability of Extreme Measures

[John Engle @JohnEngle]

@nntaleb The administration is already contemplating actions that could spike oil to $150 overnight, namely deploying special forces to Kharg Island (where virtually all Iranian oil is processed and shipped).
https://t.co/NBgXBzcosQ

[New Hegemony Insights @NewHegemony]

Briefing: US-Iran Conflict Update - March 9
Failure to Topple Regime Raises Probability of Extreme Measures

[John Engle @JohnEngle]

@SprinterPress https://t.co/NBgXBzcosQ

[New Hegemony Insights @NewHegemony]

Briefing: US-Iran Conflict Update - March 9
Failure to Topple Regime Raises Probability of Extreme Measures

[John Engle @JohnEngle]

@MaxBlumenthal 💯
https://t.co/NBgXBzcosQ

[New Hegemony Insights @NewHegemony]

Briefing: US-Iran Conflict Update - March 9
Failure to Topple Regime Raises Probability of Extreme Measures

[John Engle @JohnEngle]

The U.S.-Israeli campaign continues to rack up real tactical degradation of Iranian missile infrastructure, air defenses, and internal security nodes, but these actions have not produced a plausible war termination pathway."
https://t.co/NBgXBzcosQ

[New Hegemony Insights @NewHegemony]

Briefing: US-Iran Conflict Update - March 9
Failure to Topple Regime Raises Probability of Extreme Measures

[New Hegemony Insights @NewHegemony]

Briefing: US-Iran Conflict Update - March 9
Failure to Topple Regime Raises Probability of Extreme Measures

[Kyle Cheney @kyledcheney]

Amid a torrent of sometimes-shocking ICE cases, this one stands out.

ICE labeled a man "the worst of the worst," accused him of assaulting officers and posted his picture on their website — two days before DOJ charged him.

The man said ICE were actually the aggressors, lured him from his workplace, arrested him aggressively and detained him illegally.

The charges were dropped, but he was detained for six weeks, only winning release when a judge threatened to hold the administration in contempt.

Judge Nelson called the situation Orwellian and shocking. https://t.co/9FaN2X2btt

[B.M. @ireallyhateyou]

🧵Another new survey, done by the Israeli INSS (Institute for National Security Studies), reveals that only 0.5% of Israeli Jews "strongly oppose" the current war of aggression in Iran. Yes, that's right, only zero point five percent.

[S p r i n t e r @SprinterPress]

Israel bombs Beirut suburbs, entire civilian building falls

Al Jadeed video