SK

Information cannot serve as an effective substitute for thinking

[SK @SKmacro]

🤡

[Donald J. Trump @realDonaldTrump]

Iran was on its last legs and ready to collapse until the U.S. came along and gave it a life-line in the form of the Iran Deal: $150 billion

[Rafi DeMogge רפי דמוג @HeTows]

I consider Eisenkot's rise in the opposition bloc a terrible development, an ominous testament to Israeli voters' immaturity.

Israel faces two long-term guaranteed challenges: the Israel-Palestinian conflict and Haredi integration. Iran is a significant challenge, but it's not guaranteed; the Iranian regime might fall in 5, 10 or 15 years, and if Israel muddles through until then, the problem might just sort itself out. But the I/P conflict and Haredi demographics won't go anywhere.

Eisenkot is a unique character in Israeli politics. There are very few people as closely associated with the much-derided "kontseptsiya" that collapsed on 7/10/23 as Eisenkot: he was Chief of Staff between 2015 and 2019, the final years of the "Pax Netanyahu" era. He presided over the hollowing out of the ground forces, and he was a true believer of the "smart and small army" and the illusion that the era of big wars was over.

But if this is not enough, Eisenkot is *also* more or less openly apathetic to the challenge of Haredi integration. He basically admitted that he would sit with them in the same coalition if that's ony way to oust Netanyahu. He doesn't really care about implementing any significant change to the existing (intolerable) status quo.

On a personal level, the upcoming election presents me with a painful choice. I consider the question of Haredi integration a burning, existential issue, and I know that if it's up to him, Netanyahu won't do anything about it. At the same time, I'm even more wary of trusting the country on a center-left coalition 2.5 years before a Democrat might retake the White House. In 2029, Israel's prime minister must be someone who will resist pressure to "revive the diplomatic process", and eventually agree to additional territorial concessions, at any cost. Someone who won't even blink at UNSC resolutions.

In light of the danger of a Democratic POTUS who smells blood and sees a center-left government as a once-in-a-lifetime opportunity to bully Israel into letting a Palestinian state come into existence, I consider another right-Haredi coalition the lesser evil. But I still understand voters who weigh their priorities differently and want the Haredi parties out of power at any cost. I hear where they are coming from.

But the fact that a third of the country wants someone to be the prime minister who is not only one of the chief architects of the discredited pre-Oct-7 security doctrine, but is also just as terrible about Haredi integration as Netanyahu, is a dark sign that we learned nothing from the past three years.

[SK @SKmacro]

@Osint613 What's "Lebanon" ?

[Eyal Ofer אייל עופר @Eyalo365]

Confirmed:

🚨 BREAKING NEWS: Israel Hayom reveals that hundreds of Hezbollah terrorists had begun advancing from southern Lebanon toward communities in northern Israel —in a pattern similar to October 7— in early March during the war with Iran, which led the Israeli army to launch a broad operation and eliminate all of them.

[Schaeffer's Investment Research @schaeffers]

Professional money managers just made their biggest jump into stocks since August 2025.

The NAAIM Exposure Index surged back toward 100%, hitting a new 2026 high and signaling active managers are rapidly moving back toward fully invested positions. 👇

[Javier Blas @JavierBlas]

The oil is the money.

Even more so if Tehran can repatriate the funds.

The Qatari frozen money is nice-to-have, but at, say, $75 a barrel, Iran makes ~$175 million a DAY in oil export revenue. That's >$5 billion in just one month. That's the real money. Check for oil waivers.

[SK @SKmacro]

Where's the outrage from MTG... ?

[George Deek @GeorgeDeek]

Hezbollah rockets hitting a church and a Christian school in South Lebanon - on video:

[jck✨ @Alea_]

🛑 Young Chinese Adults Show Sharp Rise in Zero Desire for Children

🛑 A Brown University preprint study by Xiangning Xu analyzed China General Social Survey data from 2012 to 2023, finding the share of 18- to 24-year-olds with zero interest in children rose from 5% to 32%, with nearly half of young women at 46.8% by 2023. Gender emerged as the strongest predictor, outpacing education or location, challenging views that low birthrates stem mainly from costs or work pressures.

[SK @SKmacro]

אישה מוכה

[Eli Kowaz - איליי קואז @elikowaz]

Eyal Waldman hired 20 engineers in Gaza, donated $360K to a Gaza hospital, and spent years building partnerships toward between Israeli and Palestinians.

Pro-Palestinian protesters screamed “murderer” at him in Venice this week. His daughter was killed at Nova on October 7.

[Martin Shkreli @MartinShkreli]

my first ro khanna exposure is coming out today/tomorrow

[Konstantin Kisin @KonstantinKisin]

It turns out that if you import millions of people who are taught to hate Jews their entire lives your country becomes less safe for Jews. Who could have predicted this?

[Joe Lonsdale @JTLonsdale]

Yikes. Europe is broken.

[SK @SKmacro]

Queen

[SK @SKmacro]

@steve_hanke I would advise Mr. Sachs some 'shock therapy' for himself

[SK @SKmacro]

@0321K9 Grain is largely purchased by private companies.
If you want to call out an individual company then do so, but I don't see why the entire country is responsible.

[Kyle Orton @KyleWOrton]

#pt https://t.co/Ndl1XrWsRY

[Eitan Fischberger @EFischberger]

This one is brutal, but a must read.

The Daily Mail just published testimonies of Gazan children being raped by Hamas-affiliated clerics at local mosques — and then threatened into silence by the Qassam Brigades.

A nine-year-old describes being led to mosque restrooms by a Sheikh who said he wanted to "give you something nice." "He took me to the restrooms and undressed me, took off my pants and had his way with me. I started to scream and then I cried," the poor boy said.

A ten-year-old recounts a cleric pulling down his pants and doing "filthy things" to him.

A third child came home bleeding and bruised from the head Imam of a mosque in Khan Younes.

When one father confronted the Imam, the Imam's response was that he'll "send Al-Qassam Brigades to you and they'll shoot you. We'll just say you were an Israeli collaborator." The next night, Hamas members showed up at his home and told the father to stay silent or "we'll wipe you off the face of the earth."

Another father in Deir al-Balah went to Hamas security with proof. They forced him to drop the charges, or be framed as an Israeli spy.

A former Palestinian Authority security officer explains rape is used as a binding tactic. It makes the victims and their families "obedient and submissive" to Hamas. "If you open your mouth they will destroy you and your entire household," he said.

This is so widespread it has a name. In Arabic slang, the perpetrators are called "mosque tennis players" — clerics who lure boys under religious pretexts.

According to Gazan author Hamza Abu Howidy, who fled the territory, the pattern is well-known: abuse, silence, and gradual conscription into the Hamas movement.

Add this to the Daily Mail's story last week of Hamas terrorists gang-raping widows in Gaza en masse, and you have what's clearly a sexual abuse epidemic led by Hamas.

Where is the outrage? Or is Palestinian suffering only newsworthy when it can be blamed on Israel?

[Fil Aronshtein @FilArons]

The White House just classified power transformers, switchgear, and substations as essential to national defense under DPA Section 303.

https://t.co/yzegM47cuL

[Faytuks Network @FaytuksNetwork]

Iran's parliament speaker Ghalibaf has resigned from the negotation team following the "intervention from the Revolutionary Guards [IRGC]", according to Channel 12