We read the 14 points together.
The one that broke it, point four, demands Hezbollah be "completely and verifiably disarmed."
His response: I have better odds of getting a unicorn zebra pony for Christmas.
The withdrawal clauses hang on undefined "security conditions," which to Larry is just Gaza-style language letting Israel stay as long as it likes.
And the document closes by thanking Trump, which he called dead on arrival, good mainly as toilet paper.
His read on tonight's strike-and-response is that the US has no leverage to force Iran off the strait, and knows it.
He claims the order's already been given for US forces to leave the region, a weeks-long airlift, partly a message to Israel: you wanted to go it alone, good luck.
The Iranian "retaliation" he treats as possibly pro forma, a vague statement, maybe nothing fired, precisely because Tehran wants to let America walk out rather than hand it a reason to stay.
His sharpest economic point came from his energy source: jet fuel and diesel compete for the same barrel, and the US is rationing tightly.
Fly nightly sorties over Iran and you burn the fuel the economy needs.
Supply, not price, is the real constraint.
@NewSonof
