294 Comments
User's avatar
Anthony Caplan's avatar

What you're doing is so, so very valuable. I used to be a wire service reporter and covere multiple wars out of Mexico City and London in the eighties and nineties. You are doing the enture thing yourself. No stringers, no editors. No time off. You will burn out. Stick to the marker reports and the highlights of the war. we don't need to know every missile strike and every caualty count. The big stories not getting covered in the msm. Netanyahu or Khameini alive or dead. Movements of aircraft carriers. Obvious big counterfactuals. Thanks so much and take care of yourself.

No1's avatar

Thanks for the input! I'll take that with me.

Diego Asensio's avatar

Best coverage in all substack.

I miss you already.

No1's avatar

I'm not gone. Not by a long shot 😉

Just going to reduce the cadence.

TishaTCasida's avatar

Your commentary is part of the joy of reading your summary - so whatever you have to do to keep that! No AI bastardization - I think we want to hear the voice/personality behind the data (hilarious and on-point) 😍 Maybe making it something that is just made once a week or when there is a big development to hit the highlights? Keep up the excellent work!!! 💯💯💯

No1's avatar

After reading through the hundreds of comments: Exactly what I will do. Reduce the cadence, cover the details No1 is covering but are hugely important in hindsight. Not going to concentrate on any particular strike unless it has repercussions beyond the immediate damage.

Fell Choice's avatar

Whatever you do, don’t let it become a grudging obligation. If you were writing without full engagement it would be no good to you or to us. We are not devoted to the format or the frequency, we just feel a lift, a break in the smoke, when we see your icon for a new entry. Change anything but that, and we are all fine.

TishaTCasida's avatar

We are all so grateful for your efforts, wittiness and prescience - thank you so much! 🤍

Kevin Walmsley's avatar

Second on what Mr. Caplan said.

My group (Inside China Business) discovered your Sub 8 days ago. You will burn out trying to drink from a broken fire hydrant, day after day after day. What you're good at -- better than anyone -- is taking a handful of news stories, adding a line or two of snarky (I mean in a good way) commentary, and moving on. Your little blurb a few days back about Iran shutting down a 90-year-old refinery for the cost of a sedan got our team busy on 2 videos that will drop this week on our channel. It was just a very clever way to say it.

We'll pay for that, if you set up a paid Sub, or one that simply accepts donations (like ours does) from readers to keep it free for everyone else.

That (gentle) suggestion in mind, consider it for 5 seconds, then do what is best for you, your family, and your business. What we want is secondary to what you think is right.

Cheers Brother. All the best, whatever you decide that is.

No1's avatar

""It was just a very clever way to say it."" Doesn't make it any less true... 30k drone vs billion dollar, century old factory. Drone wins.

😍

I will probably reduce the cadence as most people are ok with it. And I think most felt also it becomes repetitive. So not much added value in saying "they hit this, they hit that"... I'll take the time to digest the news and form an overall view/strategy on where I see the war takes us. And with the war, the markets.

Gavb's avatar

This is very high praise from someone who has done nothing than produce high quality, factual information and who knows the high cost of producing and publishing unbiased information. I wholeheartedly agree with what Mr Walmsley has commented here.

Fit To Be Tied's avatar

Upvote on, and concur with, Mr. Walmsley.

Forgot to mention in my previous post that you should accept donations.

Do what's best for your family, you, and your business. In that order.

No1's avatar

I'd say ""Do what's best for you, your family, and your business."" 😉

Like they say in the airplane: first take care of yourself, then others.

occamsrazorback22's avatar

Kevin, your reporting from China is also first rate. Many thanks..been following you for a bit. Well done sir!!

Tyler Lawson's avatar

Hope you consider doing a weekly update. These have been the best analysis I've seen anywhere. Either way, keep up the great work.

No1's avatar

Definitely a weekly update.

Jason's avatar
3dEdited

Hi No1: You have done all of us a great service with your war reporting, which has been off-the-charts excellent. But in my view, at least, going forward, it’s up to us to track future developments on our own.

As Nietzsche observed, if you stare into the abyss long enough, it will stare back into you. No one should want that to happen to anyone. You’ve made your contribution, and it has been epic. But now, maybe you should step away from the evil abyss that is so bottomless it could consume even angels from God.

Personally, I would love it if ypu re-focused on the markets. Understanding and interpreting them is your special gift, and your insights are invaluable.

I am just one person, but that’s my vote.

Petra Kehr's avatar

Couldnt agree more.

Vasileios Kemanidis's avatar

Thank you for the invaluable information, for your time and effort. In an environment where we're being bombarded by so much unverifiable or outright false info and/or propaganda on the daily, your posts have been an oasis in the desert. All of it for free? That was just the cherry on top.

The fact-checking and personal input is the biggest value here, far as I'm concerned. If you lose that, you lose everything. So no AI, please.

Is there a possibility of bringing somebody else on board to split the workload? Personally, I'd be happy to pay to have both the markets and geopolitics/current war analysis without you burning out.

However this shakes out, thank you again for the grounding and clarity you've provided. I hope you'll find a way to continue to do so.

Much love

No1's avatar

Heh, difficult, but not impossible. I think I already gathered quite a few great people here that proposed to assist. I'll see for this paid tier how that pans out, and if that's enough to pay someone to assist me (I don't really have to earn anything from this part, I just want to give back to everyone for all the good God gave me so far).

Byo Boy's avatar

Your articles have quickly become a favourite daily read, so thank you for taking the time to do this. Maybe you could look at a hybrid approach where you have AI agents collect daily information from sources you trust and then you, or volunteers, review & distill it into a weekly summary. Given TACO Trump's typical Friday / Monday shenanigans, it might be worth wrapping things up after a full week rather than trying to untangle the daily goings-on of a madman?

Really grateful in the meantime for keeping us informed.

Roberto Ricci's avatar

"... trying to untangle the daily goings-on of a madman?" LOL!

When you think about it, that's a fool's errand. Impossible task!

No1's avatar

No1 can do that! 🙄

Steve's avatar

Thanks for all that you do. It is a service above, and beyond.

IGW's avatar

You've set a frenetic pace & I feel almost burnt out just keeping up with your amazing output..

Ease back on the throttle to whatever pace & configuration keeps you sane & comfortable. A burnt out No 1 is in no 1's interests.

Jim West's avatar

"A burnt out No 1 is in no 1's interests." Oh, that is good one!

IGW's avatar

Plagiarized from..... who else but No 1 ! :)

No1's avatar

No1 said that! 😁

occamsrazorback22's avatar

Yes NO 1, your gallows humor allows us a step back in these weird times.

I'm starting to understand what Gregor Samsa felt like, flailing, on his back. It seems to me too that there's a big push to destroy air travel. Long lines at the handsy TSA posts and planes and helicopters going down, almost daily, in the land of the free. WTF is going on there?! Aviation fuel costs should take a big divot out of tourism. I see restaurants, always a shaky biz, really taking it in the chin. Hoping I'm wrong.

No1's avatar

Yeah, the longer this takes, the worse it'll get. Eventually things will stabilize, but 20% of world oil is not nothing. Maybe we can fly electric? 🤣

Sadly in the US - as in much of the west - infrastructure is decades old and "it always worked, so it will work tomorrow" is coming to an end. A re-factoring and re-building needs to take place. But this takes time, money and guts. Telling your voters: no, you can't have your candy. Toughen up!

But No1's going to do that. AND get elected. Everyone wants benefits. No1 wants to work for it... 🤦‍♂️

occamsrazorback22's avatar

"But this takes time, money and guts."

Luckily the geniuses of the Uni-state in DC have been saving money (/s) so all of this will be dealt with in the nebulous future. But now on to the important tasks of ruining the world economy and the dwindling reputation of the USA. So much winning...

No1's avatar

😍 Love your wordplay 😉

Rob Stevens's avatar

The most compelling reading I’ve found.

Thank you for what you’ve done and for what you will do.

Steve  Bull's avatar

I actually laughed out loud after reading Bissent’s statement that the US was ‘allowing’ Iranian ships through the Strait of Hormuz in order to supply the world with oil. What a clown world we live in.

No1's avatar

Yeah. It's been a bizarro war this one. They make it difficult to go full absurdist on them!?!

ebear's avatar

"Option 3: no clue: please respond in the comment section if you have another idea."

A collaborative effort, using this site as a base. Make one post a week - a general outline of the week's most significant events, and let the rest of us fill in the details in the comment section according to accepted journalistic standards. I assume everyone here knows what that means. No AI BS, no speculation, just verifiable facts. Read through the comments first before posting to avoid redundancy. Friday night or the weekend is probably the best time to do this as most of us will have some free time.

To get started I'll post a list of resources I use and others can do likewise, thus adding to our own resources. Here it is:

People with military and/or intelligence backgrounds:

Larry Johnson

https://larrycjohnson.substack.com/

https://sonar21.com/

Andrei Martyanov

https://smoothiex12.blogspot.com/

https://www.youtube.com/user/smoothieX12

Ray McGovern

https://raymcgovern.com/

Douglas Macgregor

https://www.youtube.com/user/douglasmacgregorTV

Lt. Col Daniel Davis

https://www.youtube.com/@DanielDavisDeepDive

Scott Ritter

https://scottritter.substack.com/

Academic Analysts

John Mearsheimer

https://mearsheimer.substack.com/

https://www.youtube.com/watch?v=z49-qfAo9w4

Nima R. Alkhorshid

https://www.youtube.com/@DialogueWorks01Clips

Mohammad Marandi

https://mmarandi.com/

Ammar Kazmi

https://www.youtube.com/@ATTRITIONPod

Gold and Geopolitics

https://no01.substack.com/

Various other sources:

https://substack.com/@simplicius76

https://www.moonofalabama.org/

https://www.theinteldrop.org/

https://southfront.press/

https://thegrayzone.com/

https://rumble.com/c/USTourOfDuty

https://www.middleeasteye.net/

https://www.dropsitenews.com/

https://www.youtube.com/@foreignpressassociation

https://www.antiwar.com/

https://www.zerohedge.com/

Youtube news and interviews.

Rachel Blevins

https://www.youtube.com/@RachelBlevins

Judge Napolitano

https://www.youtube.com/channel/UCDkEYb-TXJVWLvOokshtlsw

George Galloway

https://www.youtube.com/channel/UCf_HItERkRB3vnkWt2RSOLg

Glen Diesen

https://www.youtube.com/@GDiesen1

Danny Haiphong

https://www.youtube.com/channel/UCOxLhz6B_elvLflntSEfnzA

Carl Zha

https://www.youtube.com/@CarlZha

Russian:

https://vz.ru

https://anna-news.info/

https://newsua.ru/

https://sputnikglobe.com/

https://cluborlov.wordpress.com/

No1's avatar

Nice list! I'm indeed leaning weekly - or when something important happens.

ebear's avatar

Thanks. Collectively we have far more resources than individually and can cover a lot more ground which can free up your time while retaining the value of your site, which IMO is first rate.

ebear's avatar

If I can make one more suggestion, if you decide to go the route that I suggested that is…

Take a look at this post by Simplicius who is doing something similar to your substack.

https://substack.com/@simplicius76/p-190949244

Note the number of comments. It’s not unusual to have over 500, sometimes as many as 1000 comments in a given article. Who can read all that? The basic problem is that many subscribers are treating the comment section like social media instead of an information sharing venue. Polemics, some nested 7 or 8 layers deep are not uncommon, as is a lot of uninformed opinion. In effect what could be a good forum for information exchange gets buried in noise.

The way around this problem is to specify what the comment section is for, i.e. sharing information. I would make that explicit in the about page, along with some guidelines on standards of reporting, and direct new subscribers there first. I would also put up a community watering hole page pinned at the top where people could engage in off-topic conversation without distracting from the main comments. If you did that I think you’d find that most people would get the idea and cooperate. Obviously you don’t want to be dictatorial about it, but once the idea takes hold subscribers themselves will tend to enforce the standards, politely of course. Want to have a conversation about something unrelated? Take it over to the watering hole. You could even steal this image to make it more fun: https://www.craiyon.com/en/image/coXRtOkYQd-Zp_QL3ezvGg

No1's avatar

A forum would probably handle this better than a comment section - moderating hundreds, let alone thousands of comments would mean hiring moderators. Not really certain I would continue that way.

ebear's avatar

I guess it depends on what you're aiming for. Are you trying to build a subscriber base, or are you content with the current size of your operation? One thing I've learned from many years of media studies is that change often occurs at the margin. In practical terms this means you don't need a very big audience to be effective. Quality work tends to attract intelligent people who'll incorporate your work into theirs and the ideas will spread - not in a top down hierarchical manner, but as a network effect, from one node to the next. Eventually a good idea lands on someone's desk (or workstation) that can act on it. In that way we have more leverage as individuals. It's not as easy as I'm making it sound of course, but this is the new media environment we're in, so we may as well use it to our advantage.

Protect & Survive's avatar

Thanks ebear, great links and a wonderful suggestion. I might adopt a similar idea. Post a short subject overview on a Monday, ask for contributions in the comments, and repost them in full once a week on a Saturday with updates. A kind of group resource.

It relies on exceptionally good commenters, like here with No1. I will have to test my own readership input first.

ebear's avatar

I'm signed up and will be happy to contribute as best I can.

Protect & Survive's avatar

Thank you ebear, much appreciated. It will take some time to set up but happy to have your valuable insights on my weekly scribbles.

IGW's avatar

"Make one post a week"

But in today's insane & fast moving world a week might as well/ could be a lifetime. In even a day, Pres Trump might declare victory (5 times), negotiations (4 times) unconditional surrender (3 times for them, once for USA...ooops! error! ) plus invading Cuba, Greenland & Canada by the end of the week...

I'd say once a week with additional, appropriate urgent updates....but then No 1 will be back to square No 1.

BTW great list...I've copied, thanks.

No1's avatar

yeah, I will do that. Once a week, and on important events.

IGW's avatar

But as we move ever closer to catastrophe, calamity & disaster, MUCH becomes, not just important, but critical. You won't be able to stop yourself. It's your DNA. You need plan 'B" and burn out doesn't count as a plan.

(under totally different/ though similar circumstances, many years ago, I ended up in ER on a ventilator/de fib or whatever....it's a blur. . Don't do it. It's not worth it. If you don't have your health you have (next to ) nothing. And at the back of it is...if you look closely... .ego

IMO of course.

No1's avatar

Protect & Survive's avatar

I had similar in 1990 IGW - total burn out - misdiagnosed as 'bipolar' but actually years later, turned out it was PSTD after years on lithium (same symptoms I later discovered).

ebear's avatar

OK that made me laugh. Thanks:)

DAVID Goldman's avatar

EA Daily/ EurAsia https://eadaily.com/ru/

News from Russia, mostly about Russia, but also reflects Russian views of the ROW.

GD's avatar

This is a great list, but I worry that you and I might both be filtering our feeds for our own bias. I would love someone to point me at some intelligent commentary from the other side. Does it even exist?

ebear's avatar

I think it's inevitable that we bring our own bias to the analysis, the question is on what is it based? If it's based as much as possible on verifiable evidence I don't see a problem as long as we stick to that discipline. We're only going to get a part of the picture anyway, but at least we're looking. I don't see the other side doing that. They're not trying to discern the truth, they're selling an ideology. At least that's how I see it.

Li R's avatar

this list is very good. thank you.

Mike Atkinson's avatar

I subscribed to this stack before the war. I've appreciated your series of articles on the war topic. I've wondered how you kept it up, so much to cover! Agreed that you need not spend so much time covering the military minutia. The Daily Digest will continue to be a useful resource.

JustPlainBill's avatar

This says it all for me, also--I came here before the war and found it already excellent. The recent series of war reports was a huge bonus, and also extremely well done, like your financial pieces. I'll miss the war reports, but understand completely--I don't know how you have ever found the time to do all of it.

I might add that on top of all this, the blog is free to all. I greatly appreciate your generosity!

The Daily Digest is great--keep it up if you can. An occasional war piece when you have the inclination or the news is big enough to warrant it would also be welcome, but by no means feel obligated.

riskywoods's avatar

This may echo what others have already said, but I'd hate to see these reports go away yet also totally understand the backstory of the effort involved.

I'd be happy if you did one every 3 or 4 days and sad if you ceased them entirely.

No1's avatar

Never entirely! This war is WAY too important. And it ties into markets - so I kinda have to read through it anyway, but I don't have to spend the time with writing the report and double checking every video or picture I find 😉

Totality451's avatar

No1, you have to pace yourself. No use to anyone, -most of all yourself- if you burn out. Perhaps a 36-48 hour cadence?

But all here are pretty unequivocal, your briefings are the best intel currently available on the interwebs.

Reduce your duty cycle. Cool down, get some rest.

And thank you.

No1's avatar

Yeah, I will reduce it to important-stuff & weekly updates. Let's take it from there...