European Command, Pacific Command, Southern Command, and the Navy's top admiral ALL formally non-concurred with prolonging operations.
Saudi asked the U.S. to lead the campaign against the Houthis this week and Washington said no; the real reason is there are no interceptors left.
Washington is also hoping to avoid secondary sanctions on Chinese buyers of Iranian oil, which effectively means Iran is fine as long as China keeps buying.
Iran is reportedly planning an "October surprise" before the midterms, deliberately ramping up attacks to weaken Trump politically at the moment it hurts most.
Trump's Venezuela oil deal could help refill the SPR, but PDVSA's production capacity is severely degraded after 18 years of neglect; getting that oil out of the ground won't be as easy as the headlines suggest.
CIA Director Ratcliffe flew to Moscow proposing a Trump-Putin-Zelensky summit; the visit looks less about negotiations and more about probing Russia's appetite for a NATO strike.
Bessent and Warsh are on a collision course over monetary policy, the bond market is the bigger long-term threat, and grocery prices are up 29% since January. Ouch.
The Iran war, Ukraine's endgame, a Fed in crisis, and an October surprise on the way...
Welcome to the fall of 2026.
@WeTheBrandon
