
Eric Osserman
1.3K posts

Eric Osserman
@Yankeeduke
If it’s about sports, Duke, financial markets, crypto, or national policy, bring it on!


This New York Times "article" about Israel is such a journalistic atrocity that I actually feel stupid reading it out loud. If everyone at the NYT who is responsible for this is not fired, then the publication will lose whatever shred of credibility it has left.

Oct 2023. The New York Times claimed "at least 500 Palestinians" were killed in an Israeli strike on a hospital." They lied. Islamic Jihad did it. Their rocket hit a car park, not a hospital. And a few dozen were killed. July 2025: NYT holds up sick child claiming he was a healthy child deliberately starved by Israel. They lied. The child had Cerebral Palsy. May 2026: NYT says that Israel trains dogs to rape Palestinians. Guess what? They are lying again. It is blatant nonsense spread by a pro-Hamas NGO. As usual it moves from Hamas propaganda HQ to the pages of the NYT. Why on earth would you pay any attention to what the New York Times says on Israel?

The NYT had to know how controversial Kristof’s piece was going be, so why not break it as news instead of publishing it as opinion?







The Manhattan Institute did a survey of Democrats (registered voters plus Kamala Harris voters.) It asked about antisemitism, and the answers show that Jew-hatred is becoming normalized in the Democratic Party. 1/


My guest today is Paul Tudor Jones (@ptj_official), one of the greatest macro traders of all time. He correctly predicted the 1987 stock market crash and shorted the Japanese bubble in 1990. For over 40 years, his flagship fund has had a negative correlation to the S&P 500. 100% of his returns are alpha. He says today's market has so many similarities to 2000, "the easiest bear market I've ever seen in my whole life." He makes the case for going long dollar-yen, why Bitcoin beats gold as an inflation hedge, and why he was wrong about Warren Buffett. But what I'll remember most from this conversation is Paul's zest for life. He's 71 and still wakes at 2:30 every morning to trade the London open. He works out for two hours a day. He walks with his wife every evening. He travels the country chasing peak spring and peak fall. He's so excited about the songs picked for his funeral that he wishes he could be there to hear them. Paul has lived five lifetimes in one. He's one of the most entertaining and interesting people I've met, and the conversation will leave you searching to be as passionate about what you do as he is about what he does. Enjoy! Timestamps: 0:00 Intro 1:00 The Kindest Thing 13:19 Trading vs. Investing 17:33 Lessons from Warren Buffet 22:24 The Existential Risks of AI 29:54 The Nature of Trading 31:46 Bitcoin 35:55 Bubbles 42:08 A Day in the Life of PTJ 46:00 Information Overload 47:07 Passion for Markets 50:49 The Robin Hood Foundation 54:18 The Workless World 56:03 Journalism 1:00:00 Principal Components of a Great Life 1:05:06 Kill Them With Kindness




Pulling out of the Iran nuclear was a catastrophic mistake.


Israel’s presence in southern Lebanon has two objectives: protect northern residents from direct rocket fire and choke Hezbollah’s “logistical oxygen line.” But to fully strangle the organization, Israel needs—and has received—the help of another pair of hands: those belonging to Syrian President Ahmed al-Sharaa. In the eighteen months since his ascent to power, al-Sharaa has been guided by one instinct: survival. In the “New Syria,” that survival is defined by three pillars: centralization of power, international legitimacy and a desperate need for financial rehabilitation. These interests have converged into a singular, pragmatic mission: the expulsion of Iran and its proxy, Hezbollah, from Syrian soil. In a recent visit to the Chatham House research institute in London, al-Sharaa stated that Syria “paid a heavy price for Hezbollah’s involvement” and that his duty now is to “cut the lifeline” of the organization passing through his territory. Analysis by the Institute for the Study of War points to a dramatic change in Syrian behavior. Recently, Syrian forces exposed a massive smuggling tunnel in the Homs area and intercepted a shipment of 6,000 explosives and missile components hidden inside a “humanitarian aid” truck. Videos are also circulating on Telegram showing Syrian soldiers manning roadblocks near the Lebanese border, searching Hezbollah trucks and tearing down posters of Nasrallah. In one video, a Syrian officer is heard telling a Hezbollah operative, “The days when Syria was your backyard are over; now we are the ones in charge here.” The crackdown has even escalated into direct military disruption. Between April 15 and 19, Syrian security forces thwarted several rocket attacks directed at Israel by seizing a truck containing ready-to-fire rocket launchers and arresting members of a Hezbollah-linked cell. These actions are hardly the result of al-Sharaa’s secret Zionism. Rather, by persecuting the network, he is proving to the international community and the Trump administration that Syria is no longer a forward base for Iran. The Syrians aren’t doing this for free, either. In addition to an American rehabilitation package and the removal of sanctions, President al-Sharaa received a significant political and economic boost from the European Union this week. The EU mission proposed a full renewal of the 1978 cooperation agreement with Syria—a dramatic step providing the country access to development budgets, technical assistance and trade concessions. Alongside this, the EU announced a support package of 620 million euros for 2026-27, part of a wider rehabilitation plan expected to reach 2.5 billion euros. Outside of the West, al-Sharaa received a royal welcome in the Gulf. While Israel celebrated its Independence Day on Wednesday, the Syrian president arrived for an official visit to Saudi Arabia and met with Crown Prince Mohammed bin Salman. Hezbollah was a key pillar of support for Ahmed al-Sharaa’s predecessor, Bashar al-Assad, and it was ultimately Israel’s crippling of the terror group that afforded the former jihadi the sudden opportunity to race for the grand prize in Damascus. While Israel rightly remains deeply distrustful of its operation’s beneficiary, it’s nice to see the new regime pay us back for the favor. To read the rest of today's newsletter click here newsletter.amitsegal.net/p/its-noon-in-…

🚨🚨🚨 انقلاب ثوري في طهران الحرس الثوري يضع قاليباف وبزشكيان وعراقجي تحت الاقامة الجبرية. المفاوضات مع امريكا تتوقف. العالم يتنظر قرار ترامب.






צה"ל ממשיך להרוס מבנים בכפרים בדרום לבנון בזמן הפסקת האש. מפקדים בצבא העידו בשיחה עם @yanivkub כי מתבצע הרס שיטתי של מבנים אזרחיים בכפרים שבהם פועלים הכוחות, בין היתר ליד הגבול עם ישראל. לדברי המפקדים, קבלנים אזרחים מקבלים שכר יומי או מתוגמלים לפי מספר המבנים שנהרסו, כמו ברמועת עזה. הפעילות מתאפיינת בהריסה נרחבת של בתים, מבני ציבור ואף מוסדות חינוך. בצה"ל מכנים את המדיניות הזו בשם "מחרשת הכסף" haaretz.co.il/news/politics/…


A person who recently participated in talks with Hamas returned somewhat confused. He discovered that the terrorist organization, which has been at the center of global attention for the past two years and sparked a regional war with international repercussions, is led by a mediocre, panicked and inarticulate bunch. All the way home, he wondered whether Yahya Sinwar and Mohammed Deif were of a higher caliber but were eliminated, or if this is merely a collection of local murderers that Israel, through its failures and blindness, turned into a terrifying and sophisticated monster. The war in Iran seemingly saved Hamas, temporarily. The deadline set for dismantling the organization has passed, 600 trucks loaded with goods enter Gaza every day, and the organization’s terrorists still rule the roost in western Gaza. Hamas leaders, however, do not think so. In talks in Cairo, terror is evident on their faces. Qatar has abandoned them to their fate, out of fear of Trump and anger over the backing the organization’s leaders gave to Iran while being hosted in Doha’s luxury hotels. With Iran, the situation is even worse. Hamas has repeatedly pleaded with Tehran to be included in the ceasefire agreement, but unlike Hezbollah, the Iranians do not even bother to reply with a negative answer. Hamas complains in the talks that Israel violated the agreement, yet pays no price for it; quite the opposite. The organization is beginning to internalize that no one will let them off the hook regarding demilitarization, and that even the most basic weapons must be handed over rather than kept for self-defense. The negotiators have identified a change in their strategy, aimed at stalling for time. Perhaps somehow the world will take an interest in them again. In the meantime, even the planned flotilla to Gaza is suffering from sparse registration. Greta’s attention has drifted elsewhere. Is there a chance Hamas will collapse under the pressure and hand over the tunnel maps and tens of thousands of Kalashnikovs? Here lies a difference between Israel and the U.S. In Jerusalem, they do not believe Hamas will offer more than a symbolic handover, which they will also condition on a deep IDF withdrawal. In the United States, they are much more optimistic. They believe that Turkey and Qatar are operating with different interests than Hamas, and without them, the organization will collapse under pressure. The plan is to demilitarize area after area in Gaza, clear the tunnels, hand over the weapons, and bring in a local police force (so far, a quarter of a million locals have registered). Even if Hamas does not hand over its last weapons, Washington believes its men and armaments will be restricted to a very limited area that will be much easier to conquer. The great achievement of the war is the dismantling of the Axis of Resistance into its separate components. Hezbollah is alone in Lebanon, Hamas is alone in Gaza, the Houthis are alone in Yemen, and most importantly: the ayatollahs are almost alone in Tehran. To read the rest of today's newsletter click here amitsegal.substack.com/p/its-noon-in-…







