US-Israel-Iran War (3-9-26)

Last weekend, when I sent out an email for a news update, the war broke out. I just finished watching Niall Ferguson’s interview [1] and included it in my email. That interview was good. Since then, there has been a lot of progress. On the war front, American and Israelis firepower, intelligence, and technologies are brilliant and overpower Iran so far. However, this war will not be easy. And it has huge implications. The new GoodFellows was good [2]. But two more are even better [3,4]. I did not watch [3] initially because there was so much to watch and read. And the interviewee is an Israeli (well-known, but I am concerned about his objectivity). After watching it, it is high quality. The thing is, although I knew the importance of the (US) National Defence Strategy, I relied on secondary materials. His reasoning is possible. [4] is perhaps the highest quality. Every expert knows it is hard to predict the outcome. I think it was either Walter Russell Mead or Gerard Baker, both highly respected, that this war is the biggest gamble of Donald Trump. If it comes out well, he would be considered a genius. If bad, he will be blamed for failure. 

References: 

[1] *Niall Ferguson: America, This War Is In Your Interest (3-1) 

[2] *Gulf War III or Cold War II: Iran Truth and Consequences (GoodFellows 3-7) 

[3] *Why Defeating Iran Is Vital for the United States (3-6) Haviv Rettig Gur 

[4] *Why Iran Could COLLAPSE (3-7) Behnam Ben Taleblu, FFD. 4 possibilities 

World 

1. Victor Davis Hanson: Iran Will Not Be a Humiliation Like Iraq (3-8) 

2. US & Israel have separate agendas for Iran war | Fareed's Take (3-9) 

3. Free Expression on the Weekend: War With Iran (3-8) 

4. "Why The Middle East Couldn't Be Ignored Anymore" - Jordan Peterson (3-8) 

5. Keane: Iran will not be able to recover (3-8)  

6. #Watters: Fear is setting in… (3-7) 

7. *Gulf War III or Cold War II: Iran Truth and Consequences (GoodFellows 3-7) 

8. Niall Ferguson: Could This Be the Start of World War III? TFP 3-6 

9. Leavitt lays out Mideast goals: 'OBLITERATE IRANIAN REGIME' (3-7) 

10. *"Those two decisions have united the world against the Islamic regime." - M Pompeo (3-7) 

11. *Trump: “No Deal With Iran Except Unconditional Surrender”: Iran “Waiting” US Troops (3-7) 

12. *Inside Iran War and Pentagon's Feud with Anthropic with Under Secretary Emil Michael (3-7) 

13. *Why Iran Could COLLAPSE (3-7) Behnam Ben Taleblu, FFD. 4 possibilities 

14. *Jack Keane: "Iran Thought They Can Bomb America & Israel, They're Gravely Mistaken! (3-7)  

15. Keane: We're DONE negotiating (3-6)  

16. *Why Defeating Iran Is Vital for the United States (3-6) 

17. Walter Russell Mead WSJ 3-5 Can the Iranian Regime Survive?

18. Gerard Baker 3-2 The Case for Cautious Optimism About Trump’s War in Iran

19. Iran left 'defenseless' after 'Operation Epic Fury,' David Petraeus (3-5) 

20. Why The War With Iran Is Really About China (clip 3-5) 

21. The Elite have Betrayed the People - Canada’s Opposition Leader, Pierre Poilievre (3-5)  

22. President Trump says US to offer insurance, escort tankers for Gulf shipping if needed (3-5)  

23. *Gen. Keane says regime COLLAPSE appears ‘right in front of us’ (3-5)  

24. Conflict in Iran could become much more problematic for the oil market, Citi's Max Layton (3-5)  

25. Gen Jack Keane: THIS is what affects an opponent's ability to respond…(3-4) 

26. Fareed Zakaria on the Endgame in Iran | Prof G Conversations (3-4) 

27. This was 'STUNNING ARROGANCE' by Iran: Former CIA director (3-4) 

28. Gen. Jack Keane: US and Israel are systematically shredding the Iranian regime (3-4) 

29. Ex-CIA: What You Aren’t Being Told About Iran | Mike Baker (3-4)  

30. 美参议院审议国防战略，科尔比：对华“强有力但静悄悄”威慑是核心 (Elbridge Colby)  

31. *What Comes Next in Iran? WSJ Kim Strassel speaks with Jonathan Schanzer FDD (3-4) 

32. “He Had the Cajones To Do What His Predecessors” Never Could (3-3)   

33. “They’re Not Like Us”: Michael McFaul on Autocrats vs. Democrats (3-3)  

34. *Bret Baier: This is going FASTER than they thought (3-3)  

35. Former CIA Director David Petraeus: can't take down a regime through the air (3-3) 

36. *Walter Russell Mead on Developments in Iran / Free Ex (3-3) 

37. Push from Saudis, Israel helped move Trump to attack Iran - The Washington Post (3-2) 

38. *Dan Hoffman: US, Israeli strikes have 'DECAPITATED’ Iran’s regime (3-2) 

39. Fmr. General Petraeus on the ‘big mistake’ Iran’s military is making (3-2) 

40. Bret Baier: This could change EVERYTHING (3-2) 

41. The Timing Behind Trump’s Iran Decision (clip) 

42. Analysis: Fareed Zakaria: Iran made a 'very foolish mistake' 

43. US deploying kamikaze drones on Iran brings upon new era of warfare, panel (3-2) 

44. Trump setting US up for world dominance: Batya | NewsNation (3-2) 

45. Jack Keane: Iran 'WASN'T CHANGING' despite negotiations (3-1) 

46. *Niall Ferguson: America, This War Is In Your Interest (3-1)   

Legal 

Turley: This is INCOMPREHENSIBLE (3-9) legality of the war 

Politics

The Democrats’ Instant ‘No’ (WSJ op 3-7) 

Economy & AI  

1. Early indicator of AI labor impact (tech check 3-7) 

2. Jeremy Siegel: Oil could hit $100 if no breakthrough in Iran (3-7) 

3. No indication of movement towards reopening Strait of Hormuz, RBC's Helima Croft (3-7) 

4. Treasury Bessent: U.S. will make 'series of announcements' to support oil trade (3-5) 

5. Apple's new strategy is a smart one, says Wedbush's Dan Ives (3-5) 

6. KKR's Henry McVey talks navigating market anxiety amid geopolitical tensions (3-4)  

7. Tom Lee: “This Is What a Market Bottom Looks Like” (3-4 J Siegel 5:22)   

8. Anthropic's Claude tops Apple App Store after clash with Pentagon (tech check 3-3)  

9. Dimon: If Iran conflict is not prolonged, not a major inflationary hit (3-3)  

10. Middle East conflict is another negative shock to global economy, Mohamed El-Erian (3-3)