Amateurs study strategy, professionals study logistics.
https://www.bespacific.com/why-is-the-u-s-running-so-low-on-weapons/
Why Is the U.S. Running So Low on Weapons?
The Atlantic, gift article: “Although the united states has been the world’s preeminent military power for decades, it apparently cannot fight a regional power such as Iran for more than a few months before experiencing an armaments crisis. Since hostilities with Tehran began on February 28, the U.S. has reportedly used up two-thirds of its Patriot missile interceptors, more than a third of its Terminal High Altitude Area Defense (THAAD) interceptors, and a third or more of its prewar stock of Tomahawk cruise missiles. The rate of consumption is all the more striking because a shaky cease-fire had halted most fighting for months. Based on recent production patterns, replenishing the supply of weaponry will take several years. Making America’s challenge still more daunting is a major shift in war-fighting technology toward cheap, unmanned aerial vehicles. The United States and its allies in the Persian Gulf have been forced to use expensive, advanced air-defense systems—such as Patriot PAC-3 missiles that each cost millions of dollars and have a long production cycle—to shoot down Iranian drones that can be swiftly assembled for about $30,000. The munitions shortfall doesn’t just affect the current war. It also sends a worrisome message to allies around the world: The United States has been caught off guard by the latest evolution of warfare and lacks the armaments-production capacity to adapt quickly. Suddenly, relying on American military technology looks far less reliable as a security strategy than it did before President Trump went to war with Iran. And in the long run, governments that counted on the United States to equip their military are going to need a Plan B…”
There are at least three possible negotiators Trump could be talking to: the ‘civilian’ president, the military, and the religious leader. Could one offer a deal while another refuses to deal? Do the three even talk to each other?
https://www.npr.org/2026/08/02/nx-s1-5913347/trump-says-the-u-s-and-iran-have-agreed-on-a-deal
Trump says the U.S. and Iran have agreed on a deal
(Related)
Trump says talks with Iran under way but Tehran denies any planned
Is this automatically ‘insider trading?’
https://www.npr.org/2026/08/01/nx-s1-5912219/trump-truth-social-access-insider-trading
For sale: early access to Trump's Truth Social posts
… Trump Media & Technology Group is now shopping to traders and investors a premium version of Truth Social delivering early access to the feeds of high-profile users, including the president.
Starting Saturday, for a fee of up to $100,000 a month, trading firms can access "Truth API" to get a glimpse of the president's often market-moving announcements about economic policy and global affairs before the rest of the world.
(Related)
Dow Jones Futures: Trump Sparks Stock Market Rally; Palantir Soars On Earnings With SpaceX On Deck
Futures for the Dow Jones Industrial Average and the other major stock indexes traded slightly higher ahead of Tuesday's open. On Monday, the Dow Jones industrials rallied 693 points as oil prices plunged amid hopes of a fresh U.S.-Iran ceasefire deal after President Donald Trump halted military strikes.
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