In recent weeks there’s been a recurring story, albeit with different players. This or that DHS or White House official gets asked about sending ICE to the polls in November. Will they disavow it, promise it won’t happen? The general answer has been no comment, no answer. It’s Tom Homan, or Kristi Noem or Stephen Miller. Yesterday, it was Todd Blanche at DOJ. There’s a general mood of a drip, drip, drip story, with all the vibes of looming danger and the hammer-fall of that danger being in the other guy’s hands. This is all a mistake. It’s a Trumpian sort of conditioning that is being perpetuated even though Trump himself, as far as I can tell, hasn’t addressed this particular question in some time. It’s a kind of watchful waiting in which all the power is being ceded to the hands of the White House when that is not necessary at all.

Being in a reactive mode, having the other guy holding the cards and waiting to know what they’re going to do and reacting when they do it is enervating, demoralizing, even paralyzing. And that’s always Trump’s personal angle: ‘I 100% can do it. Everyone agrees I can do it. But we’ll see what I decide,’ is more or less what he’s said about countless future crimes he’s dangled in front of an often-cowering opposition over the last decade.

I had a moment of insight or perhaps revelation early in this war when the blockage of the Strait of Hormuz first became central in the news and President Trump was publicly debating whether he would use the U.S. Navy to escort ships through it. Would he, won’t he? Will it happen tomorrow? What will he decide. Then I was watching a YouTube show about maritime shipping. In passing the host, Sal Mercogliano, noted that, at that time at least, there weren’t any U.S. naval vessels in the Persian Gulf at all. And the kind of ships you need, in the numbers you’d need, were hundreds of even thousands of miles away. That made perfect sense since for the kind of war the U.S. is currently fighting we don’t need naval vessels anywhere near that close to the combat zone, and when they are that close they become much more vulnerable to attack. But the point is that the whole debate about whether Trump was about to do that any time in the near future was entirely contained within Trump’s Truth Social world. It wasn’t connected to any of the hard realities of whether any of that was even possible.

Kate and Josh talk airports in crisis, Trump’s bewildering political calculus and, believe it or not, an optimistic vision of what a post-Trump world could look like.

This post follows up on the previous two posts about President Trump’s weak hand in trying to end his Iran War with something short of a humiliating climb-down from his demands for “regime change” and “unconditional surrender.” Trump’s claim yesterday of “very, very strong talks” with Tehran turn out, predictably, to be third-party talks aimed at coaxing Tehran into talking at all. As Reuters reports in this new (paywalled) story, Iran is actually dramatically upping its demands since the start of the war. Those include guarantees of no future attacks, reparations for war damage and formal control of the Strait of Hormuz.

Beyond the bluster and carnage let’s look at the current situation in the war between the U.S. and Israel and Iran. I wrote most of this post before the overnight news that Trump is essentially suing for peace. But all of it still applies. And it comes down to one remarkable dynamic.

Despite the U.S. dominating the skies and almost every other combat domain, Iran has seized and holds the initiative in the war itself, forcing the U.S. to react to it and, in Trump’s hands, do so erratically and helplessly. Iran has the strategic initiative, despite constant and incredibly damaging attacks by the United States and Israel. Indeed, getting Iran to stop its primary retaliatory measure — throttling the Strait of Hormuz — now appears to be the main U.S. war aim. In other words, the main goal of the U.S. now is to get Iran to cease its retaliation for the U.S. starting the war in the first place.

The U.S. was already trying to get Iran to the bargaining table, according to this report last night from Axios. The fact that the U.S. is, reportedly, considering how to “package” cash payments to Iran (i.e. release frozen assets) is a testament to just how far we are from “unconditional surrender.” Meanwhile, this morning’s news confirms that the U.S. is getting talks started, or at least hoping to do so. Of course the simplest way to get Iran to release the strait is to stop the war. But the U.S. can’t do that, at least not openly, since that would amount to a massive and humiliating defeat.