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The War and Reasonable Doubt

sharptext.net · published 4 September 2026

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Stratechery by Ben Thompson
2026.36: Friction and Feedback Read at the source ↗
4 Sept 2026

Links from this post

Link
Host
https://www.nytimes.com/2026/08/01/world/middleeast/us-iran-war-strategy.html?smid=tw-share
nytimes.com
https://www.foreignaffairs.com/united-states/maximum-pressure-iran-will-fail
foreignaffairs.com
https://www.amazon.com/But-What-If-Were-Wrong/dp/0399184120
amazon.com
https://www.economist.com/finance-and-economics/2026/09/01/europes-bond-markets-are-suffering-a-post-holiday-shock
economist.com
https://www.wsj.com/world/middle-east/the-hormuz-squeeze-is-redrawing-the-oil-map-for-good-cf33d8c0
wsj.com
https://www.pipeline-journal.net/news/iraq-fast-tracks-strategic-46b-pipeline-network-expand-crude-export-outlets
pipeline-journal.net
https://www.military.com/48-us-iraq-agreements-worth-60-billion-mark-post-war-partnership
military.com
Hormuz, Rushmore and a Sam Altman Story That Missed the Story Read at the source ↗
sharptext.net
https://www.theatlantic.com/international/2026/03/strait-of-hormuz-oil-prices-iran/686514/
theatlantic.com
https://www.chinatalk.media/p/china-and-the-iran-war-oil-shock
chinatalk.media
https://www.bloomberg.com/news/articles/2026-08-28/goldman-says-hormuz-oil-flows-at-two-thirds-of-pre-war-levels?taid=6a91125b1aac0900013263a5&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter
bloomberg.com
https://www.cnn.com/2016/07/08/politics/germany-iran-violate-nuclear-deal
cnn.com
https://www.wsj.com/world/middle-east/hamas-fighters-trained-in-iran-before-oct-7-attacks-e2a8dbb9
wsj.com
https://www.bloomberg.com/news/articles/2024-02-22/iran-backed-houthis-boost-military-power-to-battle-us-in-red-sea
bloomberg.com
https://www.ft.com/content/6cf367bc-95b0-4f1f-b149-a25684adefc3?shareType=nongift&syn-25a6b1a6=1
ft.com
https://www.wsj.com/world/iran-orders-material-from-china-for-hundreds-of-ballistic-missiles-1e874701
wsj.com
https://www.reuters.com/world/middle-east/gulf-states-press-us-neutralise-iran-good-hormuz-crisis-deepens-2026-03-16/
reuters.com
https://www.cnn.com/2026/08/30/politics/iran-losing-leverage-hormuz-mcgurk
cnn.com
https://www.military.com/department-of-defense-reveals-number-of-americans-wounded-in-iran-war
military.com
https://www.stripes.com/branches/navy/2026-08-21/bahrain-evacuation-military-families-navy-22618186.html
stripes.com
https://www.washingtonpost.com/national-security/2026/08/18/pentagon-evaluating-smaller-us-military-presence-persian-gulf-after-iran-war/
washingtonpost.com
https://www.washingtonpost.com/national-security/2026/08/30/military-leaders-warn-hegseth-against-extending-iran-war-operations/
washingtonpost.com
https://www.csis.org/analysis/renewed-iran-war-would-test-diminished-interceptor-inventories
csis.org
https://x.com/gasbuddyguy/status/2095138260141920615?s=42
x.com
https://www.derekthompson.org/p/the-economic-crisis-of-the-iran-war
derekthompson.org
https://www.axios.com/2026/09/02/iran-tankers-hormuz-attacks-oil
axios.com
https://x.com/ed_fin/status/2030006973882605653?s=20
x.com
https://substack.com/home/post/p-213026055
substack.com
https://www.reuters.com/world/trump-aides-fearing-midterm-rout-push-keep-iran-war-quiet-now-2026-09-02/
reuters.com
https://www.washingtonpost.com/national-security/2026/09/01/us-carries-out-new-military-strikes-iran/
washingtonpost.com
https://www.theringer.com/2026/03/19/national-affairs/us-iran-war-crude-oil-prices-explained-strait-of-hormuz
theringer.com
https://www.youtube.com/shorts/hRyhdmiPJz4
youtube.com
Loud and Clear Read at the source ↗
sharptext.net
Notes from Schrödinger’s Cold War Read at the source ↗
sharptext.net
https://www.wsj.com/economy/the-iran-war-is-making-the-american-economy-more-dominant-than-ever-287f9569?
wsj.com
https://thehill.com/homenews/administration/6061903-umass-poll-trump-performance/
thehill.com
So What Was Trump Saying to South Korea on Sunday? Read at the source ↗
sharptext.net
https://x.com/ed_fin/status/2091311426573107519
x.com