Meanwhile, Iran war

Lebanon recognizes Israel’s right to exist for the first time ever.

https://www.state.gov/releases/office-of-the-spokesperson/2026/06/trilateral-framework-between-the-united-states-of-america-the-state-of-israel-and-the-republic-of-lebanon/

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Went to Mexico for a week.

Is the war over yet?

And have we found out how much money we are giving these people ?

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https://www.wsj.com/world/middle-east/mideast-fighting-widens-with-attacks-on-bahrain-hormuz-tanker-30a313a8

Crazy Eyes Looks Fine GIF by MOODMAN

This seems fine. It’s nice to finally have peace in the Middle East.

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Another ceasefire that is anything but that.

I was hopeful we would at least go into a long period of negotiation but Lucy pulled the football again.

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This doesn’t sound encouraging either.

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Will be interesting to see what happens when crude markets open this evening.

That was what I was thinking about.

Up $1 or so. The market doesn’t seem to see it as significant.

I would like hear more accounts from our servicemen who fought this battle,
Navy F-14 pilot recalls when 7 RPGs were fired simultaneously at his Tomcat during a show-of-force fly-by during Operation Iraqi Freedom Navy F-14 pilot recalls when 7 RPGs were fired simultaneously at his Tomcat during a show-of-force fly-by during Operation Iraqi Freedom

https://x.com/factpostnews/status/2072031756530659808

JD Vance seems to be saying the purpose of the MOU is to refill the oil stocks and ease supply pressures to get the economy going, more so than any sort of lasting peace.

https://www.washingtonpost.com/world/2026/07/04/irans-new-leadership-is-younger-savvier-ruthless-even-more-hardline/

Ugh.

Things seem to be going well.

Brent is up $4/bbl, I’m guessing that’s why.

This is one of the top American policy blunders of all time. Not finishing what you start shows real limits of American power and resolve.

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Despicable times (Epstein files) call for despicable measures (unauthorized war, bombing girls school, wrecking global economy and flushing reputation, trust and credibility down the toilet).

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