9/9/26: Iran Launches Massive Strikes, US Bond Crisis Deepens, Bibi Warned Of Oct 7 Week Before

The U.S. position is that Iran cannot shoot at U.S. naval ships in the Strait of Hormuz without losing its tankers.

Iran continues to try to hit U.S. naval ships, and for every attempt, they will lose tankers.

Tanker crews in Kuwait and Bahrain should abandon their vessels because they will be targeted.

The U.S. likely fired dozens of Patriot missiles costing hundreds of millions of dollars, and reports suggest batteries may have been disabled or depleted.

The Patriot missile stockpile is depleted, and rebuilding it could delay orders from allies.

The U.S. says the captured Anduril drone was defective and an older version.

Iran may share the captured Anduril drone technology with Chinese and Russian allies.

Sanctioning airlines aims to disrupt air travel and imports, but historically no country has surrendered solely due to wartime rationing.

The sanctions also target intermediaries that allowed Iran to acquire jets for the IRGC through Oman and the UAE.

The U.S. economy is not in liftoff; diesel is at an all-time high, Japan is dumping treasuries, and Norway is cutting $80 billion in holdings.

Japan is selling treasuries to prop up its yen amid high oil prices, and Norway's sovereign wealth fund has reduced its U.S. Treasury holdings by roughly $80 billion.

U.S. policy is focused on preventing long-term borrowing costs from shooting higher, but weak economic data has failed to bring down yields.

Trump warned Fed Chair Kevin Warsh that he will cut off trade with countries running trade surpluses if rates aren't cut, which would spark a recession.

Long-run returns on 15-year Treasuries are negative, meaning investors holding them as a store of wealth are falling behind.

MBZ warned Netanyahu directly in a 45-minute call, but Netanyahu did not update Israeli security leaders and did nothing with the information.

They wish Netanyahu had told them about MBZ's call so they would have taken the warnings more seriously.

The IDF allowed a rave near Gaza to extend to October 7 despite knowing about the warnings, showing callous disregard for citizens' lives.

Hamas wanted a permanent end to the conflict, but Netanyahu only considered a first-phase deal while reserving the option to continue destroying Hamas.

Israel is still under attack and there is no one to talk to, so the U.S. will wait before mediating a hostage release.

Netanyahu saw October 7 as an existential threat to his political career and chose three years of war to avoid a reckoning with his failures.

Israel is a heavily surveised fortress, and the six-hour response time raises legitimate questions about whether a stand-down order was issued.

The revelations raise a serious question about whether Netanyahu intentionally allowed the attack to happen.

Some settlers are acting as terrorists, intimidating Palestinians, and the U.S. embassy will continue to call attention to their actions.