Anusar Farooqui, Founder and CEO, Systematic Portfolios LLC. Words: policytensor.substack.com/?s…

Joined September 2008
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Replying to @policytensor
An Equilibrium Model of Counter-Base War in the Western Pacific, by @policytensor open.substack.com/pub/policy…
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If Ukraine is making 7 million drones per annum and Russia 2 million, then why are the Russians firing 5,000 per month and the Ukrainians 1,500?
Ukraine makes 7 million drones a year. Russia makes around 2 million drone a year and also about 2500 missile Euro collectively doesn’t make more than 200,000 a year. Europe’s eastern flank is wide open to Mass Russian drone swarms. The obvious soln is to take Ukraine into the EU marry its drone production to Europe. Even then it’ll take years to catch up with Russia’s drone production ability. And that’s never gonna happen
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50-50. Probably southern Lebanon. I think the Iranians may not have an accurate understanding of Israel and the lobby. They’re thinking of this as a test of US intentions when the truth is that it a test of the autonomy of the US state. They may simply not have the political room to dictate terms to the Israelis. And given what we know about how the Israelis feel about what they call their freedom of action in Lebanon, there may very well have to be a separate peace if the MOU is to signed and upheld at all. Otherwise the Israelis can kill it at their leisure.
BREAKING: Last minute complications have reportedly emerged in the proposed U.S.-Iran memorandum of understanding, with disagreements said to remain over one of Tehran’s key demands. Sources indicate the issue could be resolved within the coming hours, but negotiations remain ongoing and no final agreement has been approved or signed.
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It seems very much like all that has been agreed so far is the upfront money.
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New shots fired in the bottle gourd war! Did humans carry it to the new world or were they carried transoceanic drift? papers.ssrn.com/sol3/papers.…

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What’s happening in Iran right now? The most hardline elements of the Paydari Front, including figures close to Saeed Jalili such as Hamid Rasaei, Mahmoud Nabavian, and Amir-Hossein Sabeti, are strongly opposed to the proposed deal with the US and view it as a betrayal of Iran’s interests. They argue that the negotiating team, particularly Mohammad Bagher Qalibaf and Foreign Minister Abbas Araghchi, has crossed Iran’s red lines and made excessive concessions, especially in the aftermath of the assassination of key political and military leaders. Several hardline figures have publicly demanded the resignation of members of the negotiating team, accusing them of surrendering strategic leverage in exchange for a weak deal. Among the more radical voices, some have gone even further, promoting conspiracy theories that the new Supreme Leader is effectively being controlled or “held captive” by those pushing for negotiations. These factions are now attempting to mobilize their supporters, increase public pressure, and use every available political tool to block, delay, or undermine any potential agreement.
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Policy Tensor retweeted
Latest Substack post on the Rueters story about Chinese "launch pads." The highlighted facilities cannot support a nuclear LOW mission and are almost certainly not even related to the PLARF. horsdoeuvresofbattle.substac…
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One wishes. The Israelis can and likely will defy the US, expecting, correctly, that their influence in DC will contain any fallout. This is why I still think we’re gonna see a separate peace, even if a de facto one. Ie, a fudge.
The entire discussion about whether Israel will or will not accept any agreement between the US and Iran is a waste of time, nothing but an exercise in smoke and mirrors. Israel will do as it is told because it has no choice but to do precisely as it is told. If Israel rejects or acts to undermine the agreement, and does so without consequence, that is because it has been authorized and perhaps encouraged to do so by Washington. It really is that simple.
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Actually, it's the Israelis and their lobby that is now behind getting rid of the checks we write them each year. The game has moved on to direct capture through integration with US military and intelligence. responsiblestatecraft.org/
National media acts like they can't figure out how the US could get Israel to listen to us. Duh, cut their money. Are all of our political reporters really that stupid? No, they just find the idea of not funding their beloved Israel so unacceptable they never even consider it.
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For the case to the contrary, see x.com/policytensor/status/20….

I’ve been trying to understand the reason for Iranian leadership behavior, especially the vast concessions they have made in the MOU. The best explanation I can come up with is Khomeini’s rejection of UN Security Council resolution 514. This was after Khorramshahr was freed by Iranian forces. It asked for a ceasefire and return to international borders. Saddam Hussein accepted it. Khomeini rejected it because it didn’t recognize Iraq as the aggressor and didn’t provide reparations for Iran. Khomeini said we will fight until we capture Karbala. The war lasted six more years, and resulted in hundreds of thousands of Iranian deaths, many of whom were friends and family to the current Iranian leadership. In my view they are trying to avoid repeating the same mistake. But this is an incorrect analysis. The actors are different. Iran’s position is demonstrably different. The consequences are going to be different. You can’t fix a historic mistake by doing the opposite now and commit another mistake. Different circumstances require different analyses and different actions.
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I spy 12 birds at Al Salem AFB. Nothing that looks like damage. From the last overpass yesterday, I believe. So after the Iranian strikes.
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I spy just 3 at al-Jaber Air Base—and they may be Kuwaiti. Still parking most of the fleet at Ben Gurion it seems.
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I was wondering why the hooligans outside are screaming.
KNICKS WIN!!! KNICKS WIN!!! KNICKS WIN!!! KNICKS WIN!!!
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Good to see Laura Iran Maxxing.
We have had one knock out meal after another on a trip to Montreal, but highly recommend a newer Persian restaurant on Sherbrooke, called Bous, (which, incodentally, just got its liquor license yesterday). Really excellent
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MizarVision let's you zoom down to 200m resolution. What exactly are we looking for? The HAS arrayed at the bottom right look intact. Is that the radar up top? airspace.mizarvision.com/#/
❗️Low-res satellite images confirm what I had posted about Iran hitting F-16’s at Muwaffaq al-Salti Air Base. According to these sat images, one F-16 may have been hit with others possibly damaged. Several aircraft hangars were also hit. It’s difficult to determine the actual damage with the low res sat images, but the aircraft fleet definitely took a hit. (H/t: @war_cube)
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I think the odds are even that the MOU will be signed.
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Lebanon?
Replying to @lrozen
… … “The broad regional peace agreement is broad. I mean. it includes Lebanon, it includes Iran, it includes the Gulf Coast countries, it includes Israel, and we feel quite confident that all of our allies, the Israelis and the Gulf Coast Coalition, will get on board.
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This entire proposal for what the US should do involves Iran should do this, Iran should do that. But guys, the elephant in the room is the reversibility of sanctions relief and the irreversibility of down-blending. How can Iran be persuaded that the sanctions will not go back on after Iranian stockpiles have been removed or down-blended? There will not be a nuclear deal unless you solve this problem. This is all unipolar la la land. The West does not have the power to compel Iran to do this. foreignaffairs.com/iran/pric…
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