WSJ just dropped a bomb that blows up the White House narrative.
Iran's back producing ballistic missiles. Underground facilities operational. Stockpiled components ready to roll.
Defense Secretary Hegseth said Iran's missile program is "depleted and decimated." WSJ says the opposite.
Khojir complex east of Tehran is active again. Output's limited vs prewar levels, fuel plants still damaged, naval blockade choking imports. But Iran can still crank out hundreds of missiles and they're sitting on thousands more in stockpile.
This wrecks the whole point of the February campaign — destroying Tehran's conventional missile capability.
Same week Vance, Rubio, and Trump's own advisers reportedly said Iran could keep resisting US pressure through the end of Trump's term. Maybe past January 2029.
Trump's still saying "Iran is falling apart" and the war ends "immediately" after November's elections.
Two completely different stories.
One from intelligence officials briefing WSJ. One from the podium.
Geopolitical chaos = macro volatility. When narratives split this wide, markets get whipsawed. Defense stocks, oil, safe havens — all on edge. Trade the volatility, not the headlines. Risk-on when the smoke clears, risk-off when the story's still messy.
Iran's back producing ballistic missiles. Underground facilities operational. Stockpiled components ready to roll.
Defense Secretary Hegseth said Iran's missile program is "depleted and decimated." WSJ says the opposite.
Khojir complex east of Tehran is active again. Output's limited vs prewar levels, fuel plants still damaged, naval blockade choking imports. But Iran can still crank out hundreds of missiles and they're sitting on thousands more in stockpile.
This wrecks the whole point of the February campaign — destroying Tehran's conventional missile capability.
Same week Vance, Rubio, and Trump's own advisers reportedly said Iran could keep resisting US pressure through the end of Trump's term. Maybe past January 2029.
Trump's still saying "Iran is falling apart" and the war ends "immediately" after November's elections.
Two completely different stories.
One from intelligence officials briefing WSJ. One from the podium.
Geopolitical chaos = macro volatility. When narratives split this wide, markets get whipsawed. Defense stocks, oil, safe havens — all on edge. Trade the volatility, not the headlines. Risk-on when the smoke clears, risk-off when the story's still messy.