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A bit of nuance on regional reactions: plenty of people in the Middle East are happy to see Iran hit. They are also deeply worried about what comes next. But Lebanese, Syrians, Yemenis etc. who suffered for years because of the Islamic republic are glad to see it bloodied. 🧵

Analysis on CNN this morning. I'll be on again in the 9am, 11am, and 5pm hours. Operation Kitchen Sink.

An official briefed by the situation at South Pars gas field told me “this is very reckless behavior that threatens global energy security.” This comes as Israel targeted the world’s largest gas field, which Iran shares with Qatar, Sanam Vakil صنم وكىل reacts.

4 days of Israeli air-strikes and 3 nights of Iranian missile salvoes into this war. Both sides spent decades preparing for this test of each nation’s staying power. They may find out neither side can force the other to submit. My report in The Economist economist.com/middle-east-an…

Why Israel managed to get control of Iranian skies, something that eluded Russia in Ukraine, and what it means now. My analysis of the implications of Israel’s air superiority. wsj.com/world/middle-e…

A couple of weeks ago, the Senate was ready to hit the gas on a big Russia sanctions package. The Middle East crisis coupled with the push on Trump's megabill has stalled it, however. w/ Burgess Everett semafor.com/article/06/17/…

"If Trump does strike Iran, the vast majority of his party in Congress is going to support the initial effort to cripple nuclear capability." -Burgess Everett, Shelby Talcott semafor.com/article/06/18/…

Assad regime genocidaire asks Iran for hundreds of millions of dollars to set up terror group to attack Israel (but mostly Syrians). thenationalnews.com/news/mena/2025…

Reiterating re: Strait of Hormuz

.Mohammed Aly Sergie on the strange bystander positions the Gulf states occupy in a conflict across the water

الرحمة لشهداء كنيسة مار إلياس في الدويلعة. رغم الألم والمرارة والغصّة التي أشاركها مع أهلي في الدويلعة، ومع كل السوريين الحزانى، يبقى يقيني ثابتًا: أن العدل أقوى من الظلم، وأن البناء سينتصر على الهدم ، والإيمان الصادق سينتصر على التكفير وأن النور، مهما طال الظلام، لا بدّ أن

Qatari planes due to land in Doha are turning around It looks like the airspace is being closed

The State of Qatar strongly condemns the attack that targeted Al-Udeid Air Base by the Iranian Revolutionary Guard. We consider this a flagrant violation of the sovereignty of the State of Qatar, its airspace, international law, and the United Nations Charter. We affirm that

Qatar says it reserves the right to respond to Iran's missile strike in letter to UN.

#ThingsYouNeverWantToHaveToSay

I’m excited to announce our $185M Series C valuing Kalshi at $2B. The round was led by Paradigm with participation from Sequoia, Multicoin, Peng Zhao, Neo, and Bond Capital. People choose to work at Kalshi not because of the money we've raised, but because of our ambition:

GEN Dan Caine’s excellent briefing confirms that this military operation as conceived and designed and rehearsed over fifteen years and across four administrations went precisely as planned: MOPs straight down Fordow’s ventilator shafts.

Air travel passengers pay more in taxes to fly from Africa than counterparts departing from Europe or the Middle East, a report by the African Airlines Association shows. semafor.com/article/07/02/…

Packed Tuesday Principals - Schumer warns recissions vote could endanger government funding - Cooper, Lara Trump freezing field in NC Senate - Texas may need money from Congress after awful floods - Trump threatening more tariffs semafor.com/newsletter/07/…

Nobody smarter or scoopier on the most facsinating finance storyline in the world. Matthew Martin welcome!