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And the Strait of Hormuz remains closed.

Bad news: The 30-year Treasury yield hit a 19-year high today. 🚨🚨🚨 America's going to have to pay more for its colossal debt, which will soon hit $40 trillion. Interest already tops $1T a year and is growing rapidly. Latest GOP/WH plans would increase the deficit. www.bloomberg.com/news/article...

In 2026 so far, the Trump admin has bombed: —Iran—14,000+ strikes; 1 JSOC mission —Somalia—strikes on 66 days —Caribbean/E. Pacific—31 strikes —Iraq—strikes on 26+ days —Syria—strikes on 18 days —Arabian Sea—9 strikes —Nigeria—strikes on 3 days; 1 JSOC raid —Venezuela—strikes on 2 days; 1 JSOC raid

International ordering absent the U.S.

Love the three excerpts of this letter posted here ❤️

A terrific article on potential Russian mobilisation later this year from @ldfreedman.bsky.social samf.substack.com/p/will-putin...

Valuable piece from @reidpauly.bsky.social in @goodauth.bsky.social @mitpress.bsky.social @belfercenter.bsky.social Why the US struggles to coerce Iran.

War is not free; it has only recently been made to appear so. The United States is paying for Epic Fury in future readiness rather than present taxes. https://www.usni.org/magazines/proceedings/2026/july/epic-furys-hidden-bill-case-war-tax-and-national-defense-trust-fund

On Lawfare Daily, @tylermcbrien.com hosted a series of conversations from the 2026 Aspen Security Forum, where he sat down with @markleongoldberg.bsky.social, @kschake.bsky.social, @alexzerden.bsky.social, and Alexandra Bell. www.lawfaremedia.org/article/lawf...

NYT: "One of the most surprising outcomes from a whiplash year of tariffs may be that China has emerged in a position of relative strength, with significantly lower tariffs than last year." www.nytimes.com/2026/07/29/b...

Congress which ostensibly controls the purse strings, can pass $$$, but no one is making Trump spend it. // Pentagon says it will not finish spending Ukraine funds until year Trump leaves office, source says - www.reuters.com/legal/govern...

The #Philippines Defense Secretary makes it clear. For #China to seize #Taiwan, it will be operationally essential for #China to use military force against #PHL territory. This will compel #PHL involvement in the conflict. www.taiwannews.com.tw/news/6408688

Excellent thread from @mgerrydoyle.bsky.social —>

A state that can hold an adversary's economy at risk at will occupies a different category of actorhood in the international system. Ukraine has turned from a coerced state into a coercing one. 4/5

"In this form of personalized diplomacy, where relationships substitute for institutions, the measure of a partner is not how he governs but what he can deliver.” Renad Mansour in @foreignpolicy.com

NEW I The current level and type of US strikes have likely failed to meaningfully affect the Iranian regime’s willingness to pursue and secure its strategic objectives with force, including long-term control over the Strait of Hormuz. (1/8) Read more here: www.criticalthreats.org/analysis/ira...

Remembering Silas Soule, born OTD in 1838. American abolitionist, conductor on the Underground Railroad, military officer, and hero for disobeying orders to participate in Sand Creek Massacre and then giving evidence against his commander. Murdered 1865. en.wikipedia.org/wiki/Silas_S...

“…there shall be equality of treatment and opportunity for all persons in the armed services without regard to race, color, religion, or national origin.” ~Executive Order 9981 (desegregating the U.S. military), signed by President Harry S. Truman on Jul. 26, 1948. Image: National Archives.

"He has also removed from promotion lists about 40 senior officers who had been selected by boards made up of their peers.” Politicization of the military produces politicking admirals and generals. Not good.

the people who are most insistent about not having an ideology absolutely have an ideology it's just they don't want to state it out loud