Luttwak's Take

 "The Ayatollah Has a Plan" NYT June 26, 2025

Vali Nasr who lives in Washington but follows Tehran explains that Khamenei is not the boastful buffooon who wasted 100$B+ on Assad's Syria, Hezbollah & Hamas all now dead dogs but a strategic genius

Pic. Khamenei visits Khumeiny.

He is married to a Sistani woman. Sistani, I discovered, are the Saka aka Scythian. It appears that the historical Saka still exist as a minority in Northern Iran.

Annealing Prime Numbers

 The current interest in quantum computing is based on the possibility of solving equations by annealing, that is, reaching the lowest energy level of an analog system. That would make it possible to solve the crypto coins and keywords.

 So what?

Ethnic Vote in New York

 

Mamdani is a young Muslim Indian, born in Uganda, the son of a University professor of African Studies. He is extremely pro-Palestine and socialist. One of his plans is to create a chain of city-owned grocery stores focused on affordability (low prices). The last time it was tried was under Chavez in Venezuela. The City of Flint may be America's future.

New York City has over 300,000 employees and a budget of over $110 billion. 

TASE Arms Industry Index

 

GLOBES devised an index of Israeli arms industries on TASE (pic) and calculated that it has grown 400% in the last three years. I discovered that I am invested in the worst of them. I have never looked at ARIT, NEXT, or the others. 

There are two new companies in TASE: 

טיאסג'י ואר.פי אופטיקל

TSG ? It appears to be a subsidiary of Formula Systems. 

Never heard of them

Rulers of the World

 There is no doubt: this team rules the world. 

President Donald Trump delivers an address to the nation accompanied by Vice President JD Vance, U.S. Secretary of State Marco Rubio and U.S. Defense Secretary Pete Hegseth, at the White House in Washington, D.C., U.S. June 21, 2025, following strikes on Iran’s nuclear facilities.

The Sky is Clear

 Yesterday, President Trump sent the American Army to destroy Iran's nuclear weapons program (see pic of his flying monster), and the ominous black cloud over Israel has cleared off.  The bourse jumped on one leg out of euphoria. Everybody is dead tired because of this last week of stress, but I succeeded in completing the Maccabiah project on time.   

Missiles

The defense against missiles is not 100%, and this morning, several iconic buildings were bombed: the Soroka hospital of Beer Sheva, the Ramat Gan bourse complex, and so on. There is no mention of casualties; everybody was in the refuge. I am tired because of the tension. I have to work. I promised the Schultz project for next week! How to start? Claude says to work only for two minutes, and then the continuation will come along. Ya'Allah! I am starting now.