Stop calling them separate crises. Hormuz, Ukraine, Crimea, Taiwan, Philippines, Cuba, Korea, Venezuela, Lebanon “ theatres”.
One war, a dozen theatres, and that’s only the geographic ones.
Then let’s widen the frame to what the Chinese call it themselves “ unrestricted warfare” . That means war in any domain using any means .
And then those domains become theatres too: cyber, chemicals, materials, tungsten, gallium.
It’s doesn’t stop there either there are dozens of layers of interlocking complexity
All interlocked in ways neither side has fully mapped.
Pundits score it for one side or the other. Look closely and it’s fine-tuned and weighted on both. Because both sides are constantly looking for an “ exploit “ of the other .
Go even deeper there is state AI working on rival exploit plans of the other .
Gamify as a software game in your head . It’ll help you understand how to think about it .
I often use the metaphor of conjoined twins choking each other , it’s supposed to infer the futility of human to human rivalry . That is to say ; the complexity between the nation states has got to the point where nobody can prevail but the conjoined twins continue to do so it’s more of a impulse that can’t be stopped..
Maybe I should’ve used the metaphor of millions of conjoined AI twins because we seem to be having rivalry on every field of conflict. All being simulated a billion times in AI
Neither can destroy the other without wearing the consequences.
And nobody can see the whole board.
Not us. Probably not them. Each side is an iceberg to the other , and partly to itself.
The balance doesn’t hold because both sides can see it’s balanced. It holds because neither can see enough to be sure it isn’t.
Ambiguity is the restraint. That’s the great stand-off , stable exactly as long as nobody believes they can see the whole stage.
Nobody knows for sure what’s really going on . Which is the irony because of our conditioning —— we have so many assuring us they know for sure .
No they don’t that’s the irony the impulse to claim you do is the delusion.
So let’s quote Field Marshall Blainey , great Aussie military thinkers don’t often get much of a run and Blainey was extremely competent . Also Blainey didn’t give a F , he just did him . They called him abrasive just because he thought most folk were tedious .
We need more people who couldn’t care less about attention .
“ peace is an unresolved measurement problem; war is what happens when the question gets answered”
At the moment we have an “ unresolved measurement problem “
Let’s hope it stays that way .
@walterkirn Hypothesis: politicians are incompatible with AI. The ineffectiveness of politicians being a feature not a bug, and so preservation of job security = they never allow AI onto the floor/behind the lectern. A pact upon self interest.
Writers were the canaries in the coal mine and we sang at the top of our lungs to the very people expressing outrage now, as below. I know I did. In return we got a lot of half blah blah or total silence. Really, what the hell?
1. Republicans are going bananas. Democrats, led by senate intel vice-chairman Mark Warner are having fits and meltdowns.
All of it because President Trump announced the appointment of Bill Pulte to replace Tulsi Gabbard at the end of the month as Acting DNI.
To make the issues even better, Democrats are now threatening to block FISA-702 reauthorization and stop the warrantless surveillance of American citizens unless Pulte’s appointment is withdrawn.
Yes, read that again slowly if needed – it’s perfect.
@TMZ The extreme literalism of this ‘reporting’ is in service of gaslighting and at the expense of actually understanding.
THE PLACE CALLED ‘HOME’ BURNED TO ASHES B/C OF INCOMPETENT GOVERNANCE. THAT SAME I.G. THEN AUDACIOUSLY ARGUED HE CAN’T RUN FOR MAYOR B/C THE HOME IS ASH.
@walterkirn …it’ll finish off the irreparable tearing of the social fabric.
The desperately afraid will do terrible things.
The never-agains against COVID authoritarianism will feel 1984 boots on faces.
The children of COVID? A wrath we can’t fathom.
@BowTiedTrance Fantastic! Would you share some of your affirmations?
“I am equipped with skills today that allow me to build new skills, and those will allow me to build even more!”
The first Alito footnote is notable: he says the original case was conferenced 7 months ago. That says there’s more than a little smoke to the rumors the liberal justices drug their feel to impact the midterms, and now Jackson is throwing a fit the majority is fixing that delay
I have been asked for my opinion about Pam Bondi...so here it is...
Pam Bondi, in my opinion...was deployed as a precision instrument in a theater of institutional warfare where the Attorney General’s role is less about courtroom theatrics and more about reshaping the Department of Justice’s internal architecture from within a bureaucracy engineered to resist exactly that.
To mistake her fifteen-month tour for failure is to misunderstand the architecture of power itself.
Bondi entered the DOJ in February 2025 after Matt Gaetz’s nomination collapsed under its own weight.
She inherited an agency riddled with holdovers, careerist prosecutors, and institutional muscle memory tuned to the prior regime’s priorities.
Her mandate, executed with the cold ferocity of a Florida prosecutor who once stared down the Clintons and lived to tell it, was never to play the long public game of show trials.
It was to do the lethal, invisible labor:
purge disloyal elements, redirect investigative task forces, shutter the foreign-influence shops that had become political protection rackets, and...most critically...build the factual scaffolding of cases that could survive judicial scrutiny once the political headwinds shifted.
That is precisely what she delivered.
Under her watch the DOJ secured historic gang and cartel takedowns, first-ever Antifa terrorism convictions, and a string of Supreme Court victories that rewrote the operational rules of engagement.
Murder rates plunged to levels unseen in over a century.
Those are not the metrics of a lightweight.
They are the metrics of someone who understood that the real war is won in the grand-jury rooms and the classified briefings long before any defendant ever sees a courtroom.
The public theater...the Epstein files fiasco, the congressional grillings, the slow-bleed perception that “Trump’s enemies weren’t being prosecuted fast enough”...was the predictable noise generated by an entrenched apparatus that weaponizes leaks, redactions, and procedural sabotage the moment it senses its own exposure.
Bondi absorbed that fire so the next occupant of the office would inherit dockets already primed, evidence chains already hardened, and a bureaucracy already blooded and compliant.
She was the breaching charge.
The follow-on force...now under acting leadership that can move with fewer Senate constraints and fresher political capital...gets to deliver the kill shots.
This is not speculation; it is the pattern of every high-stakes Trump DOJ transition.
First-term chaos taught the lesson:
the Senate-confirmed loyalist who survives confirmation must serve as the institutional wrecking ball.
The public demands scalps; the law demands airtight cases. Bondi supplied the latter while the former were still being assembled.
Those who call her tenure “incompetent” reveal either their ignorance of how the executive branch actually functions or their desire to keep the machine broken so it can never be turned against its former masters.
She was never meant to be the permanent face of the Justice Department.
She was the architect who laid the rebar and poured the concrete under fire.
The structure now stands. The new tenants can furnish it with indictments.
That is not failure. That is lethal, disciplined statecraft.
And the critics who cannot see the difference have no business commenting on power at this altitude.
💀⚖️
CNN's @VanJones68 says he fears there will be a portion of America that will seek to lionize the #WHCD shooter in much the same way Luigi Mangione has....
"Well, I thought the President did well. I'm starting to worry about something, though, which is that the shooter survived, which means on Monday, he's going to court, which means there is a danger that people try to make him some sort of hero. You watch what happened with Luigi, who shot a CEO to death, and somehow became a hero. So, they said, tonight you saw the worst of America. You saw the best of America. Tonight, you definitely saw the best of America. I hope on Monday, we don't see the worst. Again, this I just want to say very clearly, this kind of despicable behavior has no place in America. It has no place on the right. It has no place on the left. We don't know if he was there because he wanted to hurt Democrats or Republicans. Both were there. We don't know if he wanted to hurt journalists or politicians. Both were there. This kind of behavior has no place in America, and it is -- it is wrong. Violence is not the way to resolve any grievances, and this cheerleader culture for violence, for people who think that the answer to our problems is to go shooting billionaires, or going to synagogues, or all these different things, has to be called out immediately. The minute it starts, every single person with a platform must denounce it, or we're going to see this again."
CNN's @VanJones68 says he fears there will be a portion of America that will seek to lionize the #WHCD shooter in much the same way Luigi Mangione has....
"Well, I thought the President did well. I'm starting to worry about something, though, which is that the shooter survived, which means on Monday, he's going to court, which means there is a danger that people try to make him some sort of hero. You watch what happened with Luigi, who shot a CEO to death, and somehow became a hero. So, they said, tonight you saw the worst of America. You saw the best of America. Tonight, you definitely saw the best of America. I hope on Monday, we don't see the worst. Again, this I just want to say very clearly, this kind of despicable behavior has no place in America. It has no place on the right. It has no place on the left. We don't know if he was there because he wanted to hurt Democrats or Republicans. Both were there. We don't know if he wanted to hurt journalists or politicians. Both were there. This kind of behavior has no place in America, and it is -- it is wrong. Violence is not the way to resolve any grievances, and this cheerleader culture for violence, for people who think that the answer to our problems is to go shooting billionaires, or going to synagogues, or all these different things, has to be called out immediately. The minute it starts, every single person with a platform must denounce it, or we're going to see this again."
CNN's @VanJones68 says he fears there will be a portion of America that will seek to lionize the #WHCD shooter in much the same way Luigi Mangione has....
"Well, I thought the President did well. I'm starting to worry about something, though, which is that the shooter survived, which means on Monday, he's going to court, which means there is a danger that people try to make him some sort of hero. You watch what happened with Luigi, who shot a CEO to death, and somehow became a hero. So, they said, tonight you saw the worst of America. You saw the best of America. Tonight, you definitely saw the best of America. I hope on Monday, we don't see the worst. Again, this I just want to say very clearly, this kind of despicable behavior has no place in America. It has no place on the right. It has no place on the left. We don't know if he was there because he wanted to hurt Democrats or Republicans. Both were there. We don't know if he wanted to hurt journalists or politicians. Both were there. This kind of behavior has no place in America, and it is -- it is wrong. Violence is not the way to resolve any grievances, and this cheerleader culture for violence, for people who think that the answer to our problems is to go shooting billionaires, or going to synagogues, or all these different things, has to be called out immediately. The minute it starts, every single person with a platform must denounce it, or we're going to see this again."
🧵🚨 THREAD: How the Charlottesville rally and SPLC birthed an entire billion-dollar-plus "democracy" ecosystem 🚨
11 federal counts. Wire fraud. Money laundering conspiracy. But here's what the SPLC headlines are missing:
• The indictment describes a paid informant in the leadership chat that PLANNED Unite the Right
• That informant "helped coordinate transportation" to the rally... at SPLC's direction
• There is ONE publicly identified organizer whose documented role was transportation coordinator
• His Discord posts about running over protesters were made 26 DAYS before Heather Heyer was killed by a car
• The indictment says postings were made "under the supervision of the SPLC"
• Charlottesville then became the founding event for a billion-dollar political machine
• SPLC installed itself as that machine's definitional gatekeeper
I report. You draw your own conclusions.
As always, patience as I pull together the thread. 👇
Food for thought.
Welcome to the New Great Game: the closure of the Strait of Hormuz is not an outburst, it is a long‑planned move on a board Washington has been studying for decades.
Donald Trump’s Iran gamble is being judged against the wrong baseline. Nobody serious expected regime change by airstrike; the bet of Operation Epic Fury was narrow but brutal, halt Iran’s march to a bomb, break the infrastructure that threatens Americans and allies, restore deterrence and, by closing Hormuz, demonstrate that even in a “multipolar” age the United States can still reach for the world’s most strategic chokepoint.
The question is not whether Iran looks worse than in peacetime, but whether it is weaker than the Iran we were otherwise on track to face: near‑weapons‑grade enrichment, hardened sites, ICBMs a tested weapon within a year, and implicitly backed by China. Against that counterfactual, a regime that has lost senior commanders, core nuclear facilities and major war‑making capacity has not “emerged stronger”.
Nor did this war suddenly hand power to the IRGC. The Guards have run Iran for years; the conflict stripped away the clerical façade and killed many of their most capable officers. They are not true religious believers but calculating military men, interested in power, money and survival more than theology. Such men can be negotiated with, if the terms strip away their most dangerous options. A discredited IRGC with degraded capabilities and no viable nuclear path is weaker than the old clerical‑IRGC hybrid with a bomb option. This looks less like a revolutionary vanguard and more like a brittle military dictatorship.
Venezuela shows why this is not neo‑conservatism in disguise. There, Washington helped force Nicolás Maduro from power with sanctions, isolation and support for the opposition, but it did not send Marines into Caracas or attempt to remake the country in America’s image. The objective was pressure and transition, not permanent US stewardship. The same bounded playbook now applies to Iran: maximum economic and military pressure to fracture the regime from within, not an occupation or bayonet‑installed government.
Seen from that perspective, Hormuz is not a shocking improvisation but the central artery in a strategy that has been war gamed out : use control of sea‑lanes and finance to punish Iran first, but also to remind China and Europe that their growth models still depend on flows Washington can disrupt. What cannot be allowed is for this world to turn Iran into a Chinese staging point on the Gulf.
The endgame in this first round of the New Great Game is narrow and knowable: no enrichment, real caps on missile reconstitution, no Chinese forward base, no open chequebook for terror, and enough sustained pressure that when the Iranian people finally move, they are pushing against a weakened security state rather than a confident nuclear one.
The world has changed; Iran has lost the war, Pax Americana is dead. Trump’s national security doctrine, coercion without occupation, leverage without crusades, is the planned successor, and the Strait of Hormuz is its chosen proving ground. Is the Strait of Malacca next?
Why should investors care? Because if this strategy succeeds, it removes a looming nuclear breakout risk, curtails state‑sponsored terrorism, re‑establishes a credible fear of US hard power and, for a time, compresses the geopolitical risk premium that has hung over energy, shipping and global equities for a generation. It offers the possibility, however briefly, of a peace dividend: lower volatility, higher investment and a world that, for a moment, rhymes with the fall of the Berlin Wall and the end of the Cold War.
In that window, capital will scramble to reprice assets that assumed perpetual Middle Eastern and Nuclear escalation. The New Great Game is not just about guns and chokepoints; it is about who captures that re‑rating.
@JeffSnider_EDU Please write your posts. You’re a wonderful wealth of information!
You neither need the AI pattern voice (no one’s talking x, it’s not A it’s not B it’s actually C…) nor do I think your ideas benefit from it.