US Ground Troops in Iran Trigger Market Sell‑off
🚨 UPDATE THE U.S. IS PREPARING TO DEPLOY GROUND FORCES IN IRAN. People are now expecting the war to go on for months. This is why markets are dumping. https://t.co/63v1BaTPgn
Iran Could Outproduce Its Own Drone Attacks Daily
if iran retains one-third of its reported 10,000 per month production it would produce more drones per day than it is currently firing.
Iran Holds Leverage Over Strait Reopening, No Clear Solution
Five-byline alert: 🚨 “.. the Iranians have real leverage with this, and there’s not an obvious fix for it,” an intelligence official said of efforts to reopen the strait. @CNN https://t.co/F0HsBMF0Ha https://t.co/23PCXm7d3r
Cheap $800 Drone AK‑47 Threat Redefines Warfare
This is the equivalent of AK 47, but for drones. The world is not prepared for this yet, as we have seen it with the Gulf states. If you're using anti-aircraft missiles to shoot these things down, you're going to be in...
New Massive Project Rivals SCS's Big Three Islands
Here comes another Big One - on track to be as big as any of the Big Three SCS artificial island bases. https://t.co/3JJiM1TcAx
Deep Secrets of Agent‑Based D&R Sell Out Fast
One of my #RSAC presentation is a sponsored session ... and yes, this is the one that sold out :-) Because it is about the deep secrets of how we use agents for D&R. We should probably make a...
LCS Unsuitable for Minefield Clearance Without Dedicated Expertise
The "LCS doesn't have to work in the minefield" argument never held water. For one, you don't know where the minefield begins. The enemy doesn't send you a map. Look at USS Tripoli and USS Princeton. Neither believed it to be...
Distributed Low‑tech Assets Power Ukraine's Air Defense
"Ukraine’s air defense is not just high-end systems. It is machine-guns, pickup trucks, acoustic and other sensors, and shared data. Distributed defense is the lesson." https://t.co/6z5VwFDMMl
Trump’s “War without Entanglement” Reveals Deeper Commitments
Trump’s way of war promises “war without entanglement.” But it means strikes, re-strikes—and potentially boots on the ground. The Iran war is exposing the limits, risking the very forever wars Trump ran against. My latest essay for @business (gift link):...
Dozens of Drones Swarm Bomber Base in Multiple Waves
Re-upping this because apparently there were multiple waves of more than a dozen drones over one of our bomber bases last week. 😬
Drones Threaten B‑52 Fleet, Prompt Urgent Hardening
I have spent a good part of my career just getting people to believe this was actually happening. Now we are here. With 15 drones, you can lose roughly 1/4 of the B-52 force as it sits idle on the...
War with China Under Nuclear Shadow
Spoiler alert: Fighting a conventional war with China, much less under the shadow of nuclear weapons and their delivery systems, won't be anything like picking up Maduro in Caracas.
OHB Projects Double‑Digit Growth Across All 2025 Metrics
.@OHB reports double-digit percentage increases in rev, backlog, profit for 2025 and sees four aces in the coming budgets at @esa @defis_eu @bundeswehrInfo and @NATO. Not to mention US and @ArianeGroup launcher component orders, and Digital division.https://t.co/MIRKGHICwc https://t.co/Y5An8jqVWd
Boxer Won't Reach Gulf Until Mid‑April, Oil Delay
Assuming the USS Boxer is heading to the Middle East, and considering that she only left San Diego two days ago, she won't be near the Persian Gulf until mid-April. If the reinforcements are intended to reopen the Strait of...
Trump's Exaggerated Iran War Claims vs Stark Reality
Trump, last week: "the Iranian navy has been destroyed, the air force no longer exists, and their missiles, drones, and everything they own are being annihilated" Reality, today: https://t.co/mJ7X09y7eQ
Pentagon Sends Thousands More Marines to Middle East
The Pentagon is deploying thousands of additional U.S. Marines to the Middle East, according to a recent report from The Wall Street Journal (WSJ).
Iran Reveals Even Elite Militaries Deplete Resources Fast
“Just as Ukraine was a wake-up call for the entire world...I think Iran is a second wake-up call in that we’re seeing the most well-capitalized, best organized militaries in the world run out of some things pretty quickly." https://t.co/p2ZgYVbGw8
Insights Shared on OWA Drone Discussion
Good discussion on OWA drones and happy to contribute some thoughts to this piece. https://t.co/9wzT67vLWy
Iran’s Attacks Force Israel to Restrict Holy Site Access
Many people of faith have asked why the Temple Mount, al aksa, the Western Wall and Church of the Holy Sepulchre are not open. It is because the Iranian death cult is firing on these holy places. Israel is ensuring that...
Trump's Short‑Term View Undermines Gulf Alliances
Trump does not connect actions he takes on one day to events that occur weeks later. Allied leaders know that if they help him in the Persian Gulf, he won't be grateful, or even remember. https://t.co/T41LaJfTWa
C‑RAM Success, but Fear Iranian Shaheds Get Geran Tech
Good work by the C-RAM teams, but let’s hope that Iranian Shaheds do not get upgraded Russian Gerans (and the tech goes along with them), which skim rooftops or maneuver between buildings like they do against Kyiv.
Excluding Allies and Academics Fuels Unchecked US Military Dominance
This IMHO is the most important post of the month. Read it, reread it, then take notes. RULES OF ENGAGEMENT RULES OF ENGAGEMENT RULES OF ENGAGEMENT Why was @secwar able to hermetically seal the southern border, eliminate crime in DC, arrest Maduro, and sink...
UK Must Adapt Air and Space Power Amid Escalating Threats
With conflicts & threats escalating in multiple theatres - Can the UK adapt its air & space power resources to meet the challenges? Analysis #avgeek #NATO https://t.co/vB6s61ktZ3 https://t.co/MEZDMDGcrf
Lukashenko Claims Trump Invites Belarus for Major Deal
Belarus' Alexander Lukashenko says Trump has invited him to Mar-a-Lago to discuss a "big deal" with the US. This would presumably bring his country in from the cold after years of sanctions over his repressions and help for Russia's invasion of...
Key Security Docs Often Missing; Use Templates
Cybersecurity scales with process + templates 🔐 Key docs every org needs: 🛡️ InfoSec: incident logs, access matrix, data classification 🌐 Network: DDoS plan, VPN/NAC logs, patch schedule ☁️ Cloud: config baseline, IR log, backup testing, asset inventory 🧩 AppSec: secure coding checklist, SAST logs,...
Kharg Island Tension Could Trigger Market Shock Soon
🚨 THE MARKET IS ONE ISLAND AWAY FROM RELIEF AND CHAOS US is quietly considering lifting Iran sanctions but behind the scenes? There's talk of something far more aggressive. And it all comes down to one tiny island in the Persian Gulf...
AI Is Simplifying Cybercrime; the Threat Will Intensify
AI is already making online crimes easier. It could get much worse. | MIT Technology Review https://t.co/OOi3OhIPMa
Medvedev, Medvedchuk Claim Russia’s New Regions Merit Referendums
Ex-president Dmitry Medvedev and Viktor Medvedchuk, Putin's favorite Ukrainian, have written a long article arguing Russia's "new regions" had the right to hold "referendums." That Russia's army had already annexed them from Ukraine is glossed over... https://t.co/06WkWbT190
Drones Redefine Urban Combat in Ukraine’s War
“Drones and Urban Warfare in Ukraine,” the latest episode of my @WarInstitute podcast is out. I sit down with Dr. Anthony Tingle who just returned from his 9th research trip to Ukraine to discuss the evolution of drones and the different...
Germany Expands Intelligence, Creating Its Own NSA
Separately, Germany is building its own version of the NSA. Germany's intelligence service is vastly expanding what has to date been a small section. https://t.co/v3wcztzBqI
Germany Loosens Arms Export Rules for Six Months
Germany to ease weapons export restrictions for 6 months to support Gulf states & Ukraine, according to @BR24. Previously, every single transaction had to be approved, now focus on reporting requirements.
Trump’s Iran Plan Favors Navy, Air Power over Ground
President Trump's Iran strategy has what the Forever Wars never did: having the Army take a backseat to naval and airpower.
Bots to Outpace Humans Online by 2027
Online bot traffic will exceed human traffic by 2027, Cloudflare CEO says | TechCrunch https://t.co/WGWoAMpWVy
Iran’s Asymmetric Threats Could Spark US War, Oil Surge
Joined the great @AudieCornish @CNN this morning. We talked about how Iran’s asymmetric capabilities could make the risks of a worst case scenario real: US boots on the ground, a shooting war in the Strait of Hormuz, and oil prices...
Superpowers Overestimate Blitzkrieg, Underestimate Resistance
It’s amazing to me how many resources must be devoted to geopolitical strategy, intelligence gathering, and war planning in the US and Russia; and yet the two most high-profile wars of the last five years involve a military superpower attempting...
US Chooses Between Lifting Iran Sanctions or Invading Kharg
On the one hand, the US is considering lifting sanctions on Iran's oil. On the other, the US e is considering invading Kharg. It's one or the other. Either the US understands the MAD dynamic at play with energy flows...
Russia Shares Ukraine War Tactics with Iran, Threatens US
Russia is taking what they've learned on the battlefield in the Ukraine War and sharing that with Iran. This is not a new strategy for the Russians, but it is already spelling trouble for the US. Full Newsletter: https://t.co/8OrxIIE2pk #iranwar #geopolitics https://t.co/R8FpGDhPFq
Middle East Energy Crisis Threatens Global Economy and War Funding
Middle East energy crisis: Qatar: $20B revenue loss from ther facilities being hit. CEO of Qatar energy said it would take 3 years to fix. Dep of War needs $200B to fund Iran war. Irans facilities have also been hit. Trump says “It will...
Jensen Huang: Warn, Don’t Panic Over Anthropic Risk
The gist of @chamath's question for Jensen Huang was, if @AnthropicAI CEO, @DarioAmodei over-rotated on cautionary side. Jensen's answer is spot on and I 100% agree with such stance. "Warning is good, scaring is less good", Jensen added. Jensen Huang...
US Fuels Chaos to Cripple China AI, Bind Europe
Really recommend this interview between @freddiesayers and energy expert @HelenHet20 where Helen lays out why markets may be wrong in assuming things will return to normal once Iran is neutralised. The chaos may be the strategy. And whichever way you...
F-35 Deal Sparks Worst Aviation Commentary on X
The worst military aviation commentary of all time from the masses on X is the F-35 deal today. (Maybe outside of the India-Pakistan stuff) That’s really saying something.
Iran's Oil Revenue Resilient Despite Kharg Threat
The regime has spent years building alternative ways to export its crude, said Anas Alhajji, a global energy markets expert. There is evidence that the regime is beginning to use them. He said there is a false impression in the media...
Taiwan Mobilizes Civil Defense to Counter Chinese Threat
Taiwan’s All-Hands-on-Deck Plan to Fend Off China—A civil-defense movement gains momentum across the self-ruled island @joyuwang https://t.co/S54wvPxc54 https://t.co/S54wvPxc54
US-Led Botnet Takedown Highlights IoT Risk, Boosts Cyber Stocks
US-led takedown hit four botnets on 3M+ IoT devices; US–Germany–Canada plus tech partners curbed DDoS. IoT weakness sustains cyber risk. Trade insight: overweight cybersecurity leaders.— Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Expert Warns of Many Hazards in Carrier Laundry Fire
A ‘smorgasbord’ of dangers present in aircraft carrier laundry facility that caught fire, expert says Read more at: https://t.co/SOKove4SBD Source - Stars and Stripes https://t.co/SOKove4SBD
Boxer ARG and 11th MEU Accelerated to Replace 31
Can confirm the deployment of the Boxer Amphibious Ready Group and embarked 11th Marine Expeditionary Unit from California has been sped up to occur within days, per two officials. The task force, with about 4,500 sailors and Marines, is expected...
July Follow-Up Revisits Sutton’s Original Story
Story is old, Sutton did first story on it, we did a follow up in July: https://t.co/k3RPbeF32p
Iran-Israel Standoff Threatens Permanent Gulf Security Collapse
Iran won’t fold & Israel won’t stop, writes @gbrew24 Gulf security is damaged, possibly permanently. There’s no organic off-ramp—only a political one, and it runs through Washington. #IranWar #Geopolitics #EnergyCrisis #Hormuz #SystemicRisk #MiddleEast https://t.co/egfbcSbtHj
War Decision Questioned as Trillion‑dollar Funds Vanish
Not thrilled about the Iran war. Blown away by how well the military is executing but the decision to strike? Still… I’d storm Gallipoli or charge with the Light Brigade before voting to reopen the border & hand Mayor Pete the money...
Iran Employs Ali’s Rope‑a‑Dope Tactic Against U.S
I spoke with @janetonthemoney on @SIRIUSXM 132 about Iran: “The Iranians are using Muhammad Ali’s Rope-a-Dope strategy. In 1974, Ali absorbed the hits until Foreman was exhausted, then he delivered the knockout. This is what Iran is doing by depleting US-Israeli...