The Iran war is becoming a major factor heading into November.
A July AP-NORC poll found roughly 2 in 3 Americans believe the war has not been worth fighting as higher gas prices and the conflict’s economic impact become campaign issues.
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Corporate money is pouring into the 2026 elections at a record pace.
Companies have donated $646 MILLION to U.S. political campaigns over the last 18 months — already 40% more than during the entire 2024 presidential cycle.
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🚨 2026 MIDTERMS UPDATE
Republicans are preparing for a major September push. President Donald Trump and VP JD Vance are set to headline the GOP’s midterm convention in Dallas on September 9–10 as the party looks to build momentum before November.
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The cost of living could be a major problem for Republicans this November. A new poll finds voters now give Democrats a significant edge over Republicans on which party has the better approach to the cost of living.
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South Carolina runoff today 👀👀👀👀 Will Trump pick/Lindsey Graham sibling Darlene pull through?
The polls are not so sure.
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The fight for the Senate is expanding. Republican-held seats in Alaska, Iowa, Texas, Kansas, Mississippi and Nebraska are drawing increased attention as Democrats look for a path to the majority. Democrats need a net gain of 4 seats to take control. Follow the 2026 Midterms on Conspectus.
I’ve said this all along that losing control of the Strait of Hormuz would force Iran into one of two paths - back to the negotiating table, or escalation through violence.
For now, I’m glad they’re choosing the saner option.
Huge pump on US lifting the naval blockade. Hope you’ve been following the trades, anon.
Next target: Iran Reconstruction Funding.
Whales on the other side still want to give us nearly 6-to-1 odds on one of the most reasonable concessions Iran could get.
If negotiations begin, I think it’s only a matter of time before the NO side collapses.
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The last time (2006-2012-2014) took a long time to bring Iran to the table. Its condition then was better, but the existential threat wasn’t as severe. Anyhow, it’s gonna take some patience and effective foiling of Iran’s counter-measures. @conspectusintel
Pressure seems to be working faster than I expected. But as Raz sums up, it doesn’t necessarily equate to chances going up for any type of settlement. The question is if the IRGC’s appetite for adventure goes down. @conspectusintel#IranWar
As oil is increasingly taken out of Hormuz, Iran’s cards become less valuable and the pressure starts mounting. But for the IRGC, this is existential. They’ll be looking for (likely violent) ways to change the calculus again. @conspectusintel#IranWar
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