Jed Friesen

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Jed Friesen

Jed Friesen

@1364jcf

Palm Springs, California Katılım Mayıs 2023
6.4K Takip Edilen986 Takipçiler
El Jefe
El Jefe@jkillmer1·
@FreightAlley Flying J should publish showers taken as a dataset.
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Craig Fuller 🛩🚛🚂⚓️
The American Manufacturing Renaissance is happening. We are now getting confirmation from multiple freight and supply chain datasets that the industrial recovery is real and manufacturing is on course to enjoy one of the best markets in years. The domestic freight market strength is not just capacity - its an industrial renaissance bringing real volumes to the freight industry. Its not just trucking data - the railroads are seeing strong volumes, with shipments up 4.5% YoY. Rail volumes are more stable than trucking, so this level of increase in remarkable. Carloads, excluding coal, are at the strongest March since 2008, and chemical shipments are the highest levels ever measured. Other datasets, which track trucking but lag SONAR's high frequency data, are also reporting strength. Truckstop - "Highest load board postings since 2022." ATA Truck Tonnage index - "Highest levels in 3 years" BoA Shipper Survey - "18% increase YoY and highest since 2022" ISM Manufacturing PMI - "Highest levels in 3 years" Bottom line: Flatbed + rail strength confirm that the US is experiencing some of the strongest industrial signals in years.
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Jed Friesen
Jed Friesen@1364jcf·
@Grok assisted with this… IRGC leadership (Vahidi and surviving generals/military council) and their core command bunkers are likely still concentrated in the known hardened underground complexes tied to IRGC HQ in Tehran — eastern Tehran (Navy/security HQs), northwest (Aerospace/Dastvareh base), and central tunnel networks under Pasteur/Valiasr districts. Israeli 3D maps, satellite, and strike footage pin them exactly. Many surface buildings already hit in Feb-Mar 2026 strikes, but the deep bunkers are the holdouts. Multiple 30,000 lb GBU-57 Massive Ordnance Penetrator - the actual bunker-buster - could potentially entomb them all. US B-2’s have already used them to shred deeper Iranian mountain/nuclear bunkers. Drop a sequenced barrage on entrances, ventilation shafts, and tunnel junctions — it collapses the whole network and entombs whoever’s left inside. No IRGC relocations confirmed yet. Do it before they scatter.
Max Abrahms@MaxAbrahms

In your view, what is the best way to topple the regime? Or is it impossible? I’m not asking whether you think it’s a good idea. My question is a pragmatic one, not a strategic one or a normative one.

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Jed Friesen
Jed Friesen@1364jcf·
Amen.
Tiffany Savage 🇺🇸@patriot_savvy

Heavenly Father, We lift up Donald Trump @POTUS to You tonight. In a time of rising tension and uncertainty, we ask that You surround him with Your wisdom, strength, and protection. Guide his decisions with clarity and courage, and place a steady hand over every move he makes. Lord, shield him from harm, calm every storm forming in the shadows, and expose anything meant for evil before it can take root. Grant him discernment beyond human understanding and the boldness to stand firm in truth. We pray for peace where there is conflict, strategy where there is chaos, and Your divine favor over our nation. Stand guard over our leaders, our troops, and every innocent life impacted by this moment. In Jesus’ name, Amen.

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Greg Bagwell
Greg Bagwell@gregbagwell·
@Sawisthe_Law I kept it unclassified and revealed no more than has already been put out there. If anything, I want to educate those who perhaps have already said too much whilst a live op is ongoing.
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Greg Bagwell
Greg Bagwell@gregbagwell·
Some thoughts on the Combat Search & Rescue Mission (CSAR) today over Iran. Normally, these would be highly sensitive, but in today’s connected world that ship has well and truly sailed. But, as we await official confirmation, I will be guarded in what I say. 🧵1/11
Greg Bagwell tweet media
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Jed Friesen
Jed Friesen@1364jcf·
This commentary is so so good.
John Ʌ Konrad V@johnkonrad

Jim makes excellent points. But he’s missing the energy equation. MORGAN & MORGAN is the reason we can’t reopen the strait, not drones. Here’s the white elephant nobody in Washington will touch: Ukraine is losing. I don’t blame Jim for skating past this. It’s more politically dangerous for a journalist to say Ukraine’s strategy is broken than to misgender someone in SoHo. But the drone revolution everyone keeps celebrating? Look at what it’s actually accomplished. Iran spent years perfecting the Shahed. They tested it in Ukraine, with the Houthis in the Red Sea, against Gulf state targets. Thousands launched. Years of iteration. Then Iran got annihilated. The U.S. Army successfully copied the Shahed for its own use. It was effective in early strikes. Less so as the war progressed and defenses adapted. This is the pattern with every new weapon: diminishing returns against prepared adversaries. How many ships have been sunk by aerial drones? Zero. Ukraine’s had moderate success with explosive-laden jet skis, but only because Russian naval defenses were embarrassingly poor and commercial ships cannot shoot back. That’s a story about Russian incompetence, not drone supremacy. Here’s what Jim and most analysts get wrong: they measure drone effectiveness by kills. But kills are a terrible metric. Life in totalitarian states is cheap. Russia is feeding poorly trained convicts into the grinder. Killing them by the thousands hasn’t moved the strategic needle. If drones were assassinating Russia’s top weapons scientists or defense industry CEOs, that would matter. But attriting expendable infantry? That’s not winning. What could actually change the war is severing logistics. Destroying the Kerch Strait bridge. Ukraine has tried repeatedly and failed. Why? Because aerial munitions, unless they’re very large, simply don’t carry enough kinetic energy to drop a bridge. You can’t build that kind of weapon in a kitchen. When the tank appeared in 1917, people thought it would end warfare. It didn’t. Tanks turned out to be decisive only when advancing with infantry, artillery, and air cover. Drones are following the same arc: lethal in combination, insufficient alone. There are bright spots. A large drone swarm penetrated deep into Russia and damaged bombers at Engels, forcing dispersal of strategic aviation assets. Small drones recently hit highly flammable oil and gas storage in Russia. They can be smuggled, precisely guided by satellite, and aimed at petrochemical facilities or even LNG carriers at close range. But over distance? The Shahed has terrorized civilians and struck undefended targets. Against anything with real air defense, it fails. Look at Israel’s layered system. The drones aren’t getting through. Now here’s the deeper problem, and it’s one Americans don’t want to hear. Drive anywhere in this country. What’s the single most recurring image you see? MORGAN & MORGAN 1/2

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Jed Friesen
Jed Friesen@1364jcf·
Best explanation of why the SoH remains closed.
James E. Thorne@DrJStrategy

Food for thought. Trump, Hormuz and the End of the Free Ride For half a century, Western strategists have known that the Strait of Hormuz is the acute point where energy, sea power and political will intersect. That knowledge is not in dispute. What is new in this war with Iran is that the United States, under Donald Trump, has chosen not to rush to “solve” the problem. In Hegelian terms, he is refusing an easy synthesis in order to force the underlying contradiction to the surface. The old thesis was simple: the US guarantees open sea lanes in the Gulf, and everyone else structures their economies and politics around that free insurance. Europe and the UK embraced ambitious green policies, ran down hard‑power capabilities and lectured Washington on multilateral virtue, secure in the assumption that American carriers would always appear off Hormuz. The political class behaved as if the American security guarantee were a law of nature, not a contingent choice. Their conduct today is closer to Chamberlain than Churchill: temporising, issuing statements, hoping the storm will pass without a fundamental reordering of their responsibilities. Trump’s antithesis is to withhold the automatic guarantee at the moment of maximum stress. Militarily, the US can break Iran’s residual ability to contest the Strait; that is not the binding constraint. The point is to delay that act. By allowing a closure or semi‑closure to bite, Trump ensures that the immediate pain is concentrated in exactly the jurisdictions that have most conspicuously free‑ridden on US power: the EU and the UK. Their industries, consumers and energy‑transition assumptions are exposed. In that context, his reported blunt message to European and British leaders, you need the oil out of the Strait more than we do; why don’t you go and take it? Is not a throwaway line. It is the verbalisation of the antithesis. It openly reverses the traditional presumption that America will carry the burden while its allies emote from the sidelines. In this dialectic, the prize is not simply the reopening of a chokepoint. The prize is a reordered system in which the United States effectively arbitrages and controls the global flow of oil. A world in which US‑aligned production in the Americas plus a discretionary capability to secure,or not secure, Hormuz places Washington at the centre of the hydrocarbon chessboard. For that strategic end, a rapid restoration of the old status quo would be counterproductive. A quick, surgical “fix” of Hormuz would short‑circuit the dialectic. If Trump rapidly crushed Iran’s remaining coastal capabilities, swept the mines and escorted tankers back through the Strait, Europe and the UK would heave a sigh of relief and return to business as usual: underfunded militaries, maximalist green posturing and performative disdain for US power, all underwritten by that same power. The contradiction between their dependence and their posture would remain latent. By declining to supply the synthesis on demand, and by explicitly telling London and Brussels to “go and take it” themselves, Trump forces a reckoning. European and British leaders must confront the fact that their energy systems, their industrial bases and their geopolitical sermons all rest on an American hard‑power foundation they neither finance nor politically respect. The longer the contradiction is allowed to unfold, the stronger the eventual synthesis can be: a new order in which access to secure flows, Hormuz, Venezuela and beyond, is explicitly conditional on real contributions, not assumed as a right. In that sense, the delay in “taking” the Strait, and the challenge issued to US allies to do it themselves, is not indecision. It is the negative moment Hegel insisted was necessary for history to move. Only by withholding the old guarantee, and by saying so out loud to those who depended on it, can Trump hope to end the free ride.

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Jed Friesen
Jed Friesen@1364jcf·
“Legitimate” hatred of Trump? He was duly elected by the people serves three times.1 Maybe ask yourself why? While at it, maybe ask yourself which world leader’s accomplishments will be taught in history books 100 years from now? Hint: it won’t be Macron.
Edouard 🌐👶🇺🇦🇹🇼🇮🇷@PlusLibQ

Je ne suis pas MAGA, je ne suis pas trumpiste *du tout*. Mais il faut avoir le courage de séparer l'homme de la décision. Marco Rubio a raison. Rappelons les faits : l'Iran possédait 408 kg d'uranium enrichi à 60%. Une étude publiée en 2025 dans Science & Global Security (revue académique à comité de lecture, pas de la propagande washingtonienne) démontre qu'avec ce stock, sans enrichissement supplémentaire, le régime était techniquement en mesure de produire une arme nucléaire à rendement de 2 à 3 kilotonnes. Avec boosting ou conception de type gun, les estimations montent à plus de 10 kt. La République Islamique n'a jamais caché ses intentions. Elle a financé le Hezbollah, le Hamas, les Houthis. Elle a organisé des assassinats sur sol européen. Elle a pris des otages occidentaux pr s'en servir comme monnaie d'échange diplomatique. Et elle enrichissait de l'uranium à marche forcée, répondant à chaque résolution de l'AIEA par une accélération de son programme. Laisser ce régime avec une vision apocalyptique franchir le seuil nucléaire n'était pas une option. Pas avec cette doctrine. Pas avec cet historique ! Notre haine légitime de Trump ne peut pas nous rendre aveugles à cette réalité. Confondre l'auteur d'une décision juste avec la décision elle-même c'est exactement le genre d'erreur de raisonnement que les défenseurs du régime islamique espèrent nous voir commettre. Référence : Caplan, Matt. "Implosion Nuclear Weapons with 60%-Enriched Uranium." Science & Global Security 33, nos. 1–3 (2025): 89–101. doi.org/10.1080/089298…

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