Tatsu’s Newsletter Podcast

This post is free. Share it with anyone who builds, defends, or leads a security team. Substack is abuzz with "How to REALLY use AI", and they are cute primers on how to "Make Claude/ChatGPT Your Personal Assistant!". Allow me to show you the front lines of all out commercial cyber warfare, just a couple notches below military nation-state hacking. So you might know me as geopolitics guy. What mos...

April 7, 2026 Three days ago, an F-15E Strike Eagle was shot down over western Iran. The crew ejected. One was rescued from Iranian soil. The other was not. What began as a rescue mission has become a ground war. OSINT reporting confirmed on April 4 that U.S. ground forces are engaged in active combat with IRGC soldiers in Kohgiluyeh and Boyer-Ahmad Province, the same region where the F-15E went d...

Bloomberg: $35/month. Financial Times: $42/month. The Economist: $17/month. Original analysis by Tatsu with 35+ footnotes: $8/month. This post is public. Share it with anyone still watching cable news for Iran war analysis. The ceasefire expired on April 21. Then Trump unilaterally extended it. Then Iran's state media IRIB announced Iran "does not recognize the extension." Then Iran officially inf...

Share this preview with others. "I know what America is. America is a thing you can move very easily, move it in the right direction." Netanyahu, secretly recorded in 2001, explaining how he destroyed the Oslo Accords. Twenty-five years later, he did it again in Islamabad. "Men ought either to be well treated or crushed, because they can avenge themselves of lighter injuries, of more serious ones...

Bloomberg: $35/month. Financial Times: $42/month. The Economist: $17/month. Original analysis by Tatsu with 30+ footnotes: $8/month. This post is public. Share it with anyone tired of being told what the war is about by people who have been wrong about it since Day 1. A reporter asked Donald Trump yesterday if Iran had closed the Strait of Hormuz again. His answer, on camera: "Did they? I don't th...

April 11, 2026 The Iranian delegation to Islamabad was led by Parliament Speaker Mohammad Baqer Ghalibaf, who piloted the aircraft himself, and Foreign Minister Abbas Araghchi. Eighty-six officials, experts, and media personnel. Three planes departed Tehran, but only one carried the delegation. The other two were decoys.[1] On the flight, the front row of seats was left empty. On each seat, a bloo...

On the desk of the most powerful political operative in Russia sat a framed portrait of Tupac Shakur. Right next to it: a photograph of the president. The man who arranged this juxtaposition, Vladislav Surkov, saw no contradiction. He once told interviewers that his only interests in the United States were "Tupac Shakur, Allen Ginsberg, and Jackson Pollock."[1] He composed lyrics for the Russian r...

This article took real research: nuclear geology, military logistics doctrine, airborne division operational history, declassified weapons assessments, and a framework from the professor who has advised every White House since 2001. It is designed to take you from "boots on the ground" (the cable news soundbite you keep hearing) to a detailed, ahead-of-real-time analysis of what a ground operation...

Thanks for reading! This post is public so feel free to share it. On April 12, 2026, 79.55% of Hungarian voters turned out in record numbers and ended sixteen years of Viktor Orbán's rule. Péter Magyar's Tisza Party didn't just win. It took 138 of 199 parliamentary seats, a constitutional supermajority that gives the new government the legal authority to dismantle every institutional safeguard Orb...

April 8, 2026 [IMAGE: Hebrew prayer book recovered from the rubble of the Rafie Nia Synagogue in Tehran. Israel bombed it during Passover. The IDF called it "collateral damage." Torah scrolls remain buried under the concrete. Photo: PressTV / Defa Press.] File: synagogue_presstv.jpg On Monday evening, President Trump posted to Truth Social that he had agreed to "suspend the bombing and attack of I...

April 13, 2026 This article is free for everyone. I've published four paid investigations last week on the Iran war: Day 38: Trump's Four Walls , Day 40: The Ceasefire Is a Bad Joke , Day 43: Iran Is Negotiating From Victory , and the Captured Commentariat series on why the mainstream keeps getting this wrong. Paid subscribers got all of them. Today, this one is free because the situation has cros...

March 29, 2026 In the final week of February 2026, in a conference room in Geneva, Iranian Foreign Minister Abbas Araghchi presented the American delegation with an offer: a multi-year pause on uranium enrichment and enhanced IAEA oversight of Iran's nuclear facilities. It was not everything the United States wanted. It was not zero enrichment. But it was a framework that career nonproliferation d...

March 31, 2026 Last year in June I wrote a piece called “ Can Iran Be Overthrown? " in which I clearly laid out the case that any confrontation with Iran via air, ground, or sea, was simply unwinnable. I did not go by any doctrine or framework. I simply put all the facts in front of myself and made my own assessment. Well, no one got my memo. On Day 29, Vice President Vance took the stage at CPAC...

March 24, 2026 In March 2026, Lynn Forester de Rothschild sold her 26.9% stake in The Economist for roughly £400 million. She is preparing to relocate to New York with Maurice Saatchi, the Conservative grandee and advertising tycoon she has been seeing since late 2024. She inherited the Ascott estate in Bedfordshire, the Rothschild family seat, after her husband Sir Evelyn de Rothschild died on No...

April 3, 2026 F-15Es of the 494th Fighter Squadron ("LN" tail code) based at RAF Lakenheath. Inset: debris of the tail fin recovered in western Iran, with squadron markings visible. Source: The Aviationist / Tasnim News Agency. On the morning of April 3, the IRGC confirmed that Iranian air defenses shot down a U.S. Air Force F-15E Strike Eagle belonging to the 494th Fighter Squadron, based at RAF...

CLASSIFICATION : Professional Analysis. Institutional Clients PREPARED : 2026-03-02 | COVERAGE : 30 days | WORD COUNT : ~13,000 REPORT TYPE : Strategic Outlook. March 2026 Professional geopolitical intelligence: $99/month | Wall Street pays Stratfor: $40,000/year ($3,333/month) | You save: 97% Phase 1: Analytical Framework Major Strategic Shifts Identified 1. Operation Epic Fury: US-Israel Launch...

March 12, 2026 On May 18, 2015, the Organized Crime Drug Enforcement Task Forces produced a 69-page target profile on Jeffrey Epstein and 14 co-conspirators. The document, prepared by the OCDETF Fusion Center at the request of the DEA's New York office, cataloged approximately $50 million in suspicious wire transfers moving through accounts in Switzerland, France, the Cayman Islands, and New York...

March 28, 2026 The Pentagon is preparing to seize a small island in the Persian Gulf that most Americans have never heard of, and the operation could define the rest of this war. Kharg Island sits 25 kilometers off Iran's Bushehr coast, roughly one-third the size of Manhattan. It is an unremarkable slab of rock and industrial infrastructure: 55 storage tanks holding up to 34 million barrels of cru...

March 20, 2026 "It is Putin, not Ukrainian President Volodymyr Zelenskyy, who does not want a ceasefire." Lt. General Keith Kellogg (ret.), former US Special Presidential Envoy for Ukraine, Tokyo, March 11, 2026 Bloomberg: $35/month. Financial Times: $42/month. The Economist: $17/month. Original analysis by Tatsu with 40+ footnotes: $8/month. Share this preview with others who should see this. On...

March 27, 2026 On March 7, three ships transited the Strait of Hormuz. The flags were Palau, Iran, and Liberia. The day before, 138 ships had made the crossing. That is a 97% reduction in global shipping volume through the most important maritime chokepoint on Earth, achieved in under ten days of war.[1] By March 14, zero vessels transited. The Strait went dark. Not a single AIS transponder pinged...

March 20, 2026 "The supreme art of war is to subdue the enemy without fighting." Sun Tzu, The Art of War Bloomberg: $35/month. Financial Times: $42/month. The Economist: $17/month. Original analysis by Tatsu with 40+ footnotes: $8/month. Share this preview with others who should see this. We keep waiting for World War III to look like the last two. Armies crossing borders. Declarations of war. A c...

Bloomberg: $35/month. Financial Times: $42/month. The Economist: $17/month. Original analysis by Tatsu with 40+ footnotes: $8/month. Share this preview with others. By the time you are reading this, the doomsday clock struck midnight for 138 million people. If Trump follows through on his 48-hour ultimatum tonight, 88 million people lose electricity . Iran has already promised to retaliate against...

February 5, 2026 Bloomberg: $35/month. Financial Times: $42/month. The Economist: $17/month. Original analysis by Tatsu with 40+ footnotes: $8/month. Share this preview with others. Everyone assumes China can invade Taiwan. Analysts war-game scenarios. Pundits debate timelines. The Pentagon issues warnings about the "Davidson window," suggesting 2027 as a year of maximum danger. Politicians call f...

March 19, 2026 "The only way to stop Iran from being attacked again is to race for it, race for a bomb. Years ago, we would be worried about a few grams of fissile material. Not now. The world, to a certain extent, has taken leave of its senses." Zeid Ra'ad Al Hussein, former UN High Commissioner for Human Rights, NPR, March 17, 2026 Bloomberg: $35/month. Financial Times: $42/month. The Economist:...

March 18, 2026 On March 1, 2026, a single Iranian Shahed drone hit a makeshift tactical operations center at the civilian port of Shuaiba, Kuwait. No warning siren sounded. No one had time to seek shelter. The Pentagon's initial statement: three US service members killed, five seriously wounded. The actual toll: six killed, more than sixty wounded. Traumatic brain injuries, memory loss, concussion...