Before Monday: Join Live Briefing Sat, Apr 4 4pm CT, 5pm ET
How Do I Join the Live Briefing?
I’m getting this question a lot. Here’s how it works:
Become a paid subscriber
You will receive the live link by email 15 minutes before the briefing
That’s it.
A Major Shift Is About to Go Public
On Monday, I have a piece in the The New York Times explaining how this war is reshaping global power.
I’m not previewing it here.
But the argument will not be incremental. It will change how this war—and its economic consequences—are understood.
Markets, policymakers, and media will react.
By then, the shift will already be underway.
Get Ahead of It
The advantage is not reacting on Monday.
It is understanding the shift before it becomes obvious.
On Saturday, I will walk through:
– what has structurally changed
– the signals that will reveal the next phase
– how this feeds into the global economy and U.S. politics
I’ve been laying out this trajectory for weeks.
What comes next is more consequential.
By the time it is widely recognized, it will already be shaping outcomes.
You can see it early—or after the fact.
Join the live briefing by becoming a paid subscriber.


A line of US Air Force C-17 transport aircraft is currently crossing the Atlantic toward the Middle East, alongside KC-135 refueling tankers. A second wave is already over Europe heading for the eastern Mediterranean. C-17s carry troops, armored vehicles and heavy equipment. This is the largest visible airlift movement since the war began.
The Doomsday Plane landed at Andrews tonight for a reason. This may be it.
https://x.com/HormuzLetter/status/2040256730785804792
The massive USAF airbridge to Europe and the Middle East continued today, with a number of C-5s, C-17s, and KC-135s flowing across the Atlantic.
https://x.com/Osinttechnical/status/2040248297013579979