Open Square Capital
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@OpenSquareCap
OSC is an asset management firm dedicated to a thematic value-oriented investment approach. https://t.co/Tefz59c3A6
"The White House is “at a maximum level of frustration right now, and I was told by very senior people that the president is now fully aware that the only way to the victory that he wants is completely politically impossible. The American people just will not support the kind of escalation it would take at this point,” said one person close to the White House, granted anonymity to discuss private conversations. “We’ve got more dead Americans and a politically impossible situation.” politico.com/news/2026/07/2…
BREAKING: Iran's IRGC announces that the Strait of Hormuz's southern route is now officially mined, warning shipping companies "not to be deceived by US guidance," per Tasnim. The southern route was the US-backed Omani alternative route and was previously understood as unmined. The previously only mined route was the middle lane used before the war.
BREAKING: Iran has rejected a U.S.-backed 10-day Qatari ceasefire proposal, with senior Iranian analyst and close adviser to Iran's negotiating team Mohammad Marandi dismissing the offer with a blunt message: "Don't even think about it." The proposal reportedly called for a 10-day truce that would reopen two shipping lanes through the Strait of Hormuz. Marandi has previously said Iran has "no plans" to resume negotiations, citing a "fundamental lack of seriousness" from the Trump administration, while Iranian officials have repeatedly said talks will not resume until the threat against Iran has ended.
BREAKING: Trump has ordered US CENTCOM to open "the gates of hell" upon Iran after US casualties in Jordan, US officials tell NPR. Another US official tells CBS News tonight's US attacks will be much more extensive and larger than previous nights. An early lid has just been issued at the White House.
