What the Bloody Hell is He Thinking? Just What the Hell?

Does He Think His Insults Give Him Magical Power to Overcome All Obstacles?

If so, that’s strong evidence of psychosis.

Does He Want Canadians to be Even More United in Reviling His Name?

And if that’s what he does think, then why in the name of Buddha would he want to drive any remaining unpatriotic Canadians into the arms of Prime Minister Carney?

Does he think that uniting Canadians in opposition to his economic aggression would help him to achieve the submission that he so clearly yearns to achieve?

Does He Regret That Not Enough People View Him as an Impotent Nincompoop?

And does he want to leave no doubt in the mind of even the least observant that he is in fact a powerless nitwit?

In today’s New York Times, Frank Bruni and Bret Stephens have a conversation on The Pompous Proof of an America in Decline. It’s worth a read:

Frank Bruni: Canada, a previously close ally of ours with less than one-eighth of our population and less than one-tenth of our gross domestic product, just made clear that it won’t be bullied by us and has contempt for what we’ve become. Iran makes a daily mockery of our unhinged overlord’s immature predictions of a lickety-split war and premature declarations of an easy-peasy victory. Could President Trump, so obsessed with his potency, be making the United States look any weaker, Bret? Is he the pompous proof that the era of American dominance is done?

Bret Stephens: Wasn’t it Teddy Roosevelt who said, “Speak softly and carry a big stick”? Trump’s presidency, if not his whole life, amounts to an inversion of the phrase.

Frank: As you made wisely and scarily clear in your most recent column, his speaking loudly while carrying a puny strand of spaghetti is more than a national embarrassment. It’s an opening — for Russia, for China, for a world order in which our say and sway are gravely diminished. Is this a phase? Or is it something more profound?

Bret: Trump is putting America in a position that Niccolò Machiavelli warned all princes against: We are hated, but not feared. That’s not just among enemies like Iran or China, whose rulers carefully watch the U.S. for signs of indecision and weakness. It’s also among our closest friends and allies, Canada chief among them. That said, I really do think that this is a phase related to Trump’s unique awfulness, which expires politically on Jan. 20, 2029. I hope Canadians and other allies bear with America through this period of temporary insanity before we regain our bearings, moral as well as political. Or am I too sanguine?

Frank: I desperately want to agree with you, because I love this country and have so often been proud of it and think we’ve done such enormous good and want us to do yet more of it. But in my gut? You’re too sanguine. Trump strikes me not as an aberration who had the luck of flawed opponents, a feckless Democratic Party and a system in which the Electoral College rather than the popular vote decides presidential elections, which is, of course, how he won in 2016. He’s an expression of America’s id and a reflection of its uncorking. He rose as — and because — so many Americans stopped appreciating our blessings and started wallowing in our resentments. He’s the sign that we summited and have begun the descent. That’s my worry, at least, but I’ve always been someone who girds for the absolute worst so that I can be pleasantly surprised when the merely disappointing happens.

Bret: There’s no doubt Trump has taken advantage of something ugly in the American soul: A few years ago, I compared his relationship to the Republican base to that of a burlesque performer who, with one discarded piece of clothing after another, brings out the inner lewdness of an audience. But I also think, or rather know, that Americans disapprove of his presidency by a wide and growing margin; that Democrats are likely to win back one or probably both houses of Congress in November; that most of us treasure the idea of America as a city on a hill, a destination and an ideal.

That’s not gone.

Frank: But if America’s insistently aggrieved citizens can’t agree on who gets to enter and try to prosper in that hilltop city? If different camps have irreconcilably different versions of the America they treasure? That’s what feeds my dread.

Bret: I keep returning to a line in Bill Clinton’s first Inaugural Address: “There is nothing wrong with America that cannot be cured by what is right with America.” I believe in my bones that it’s true. Historically speaking, we’ve been worse (the Jim Crow South), done worse (Japanese internment, the evils committed against Native Americans), messed up worse (the Smoot-Hawley tariff and Neutrality Acts of the 1930s) and even elected worse (James Buchanan, though Trump may be giving our worst president a run for the money).

We’ve even made the exact same mistakes. My son and I are reading Rick Atkinson’s magnificent account of the early years of the American Revolution, “The British Are Coming,” with its description of our failed attempt to conquer Canada in 1775. My guess is that this third attempt of ours (the second came in 1812) to conquer our hardy northern friends will end much the same way.

Frank: While the individual components of the argument you just made are apt and accurate, I have a problem with the whole we’ve-survived-darker-days line of defense that has been trotted out incessantly over the Trump years. It’s too seductive, too convenient, too obvious.

Bret: Obviousness is not necessarily a defect. Sorry, go on.

Frank: We’ve-seen-worse surely says as much about our desire for reassurance as it does about the actual state of play. Also, our present world is different in ways that weaken historical analogies. I mentioned our fractiousness a bit ago; the internet intensifies that, amplifies it, creates warring truths and pollutes the information ecosystem — as little, if anything, before it did.

Bret: I just had the wonderful experience of spending some time in Abilene, Kan., three miles from the middle of nowhere off I-70, at the Eisenhower presidential library, museum and childhood home. On one hand, it brought home the stark contrast between Eisenhower’s kind of Republican presidency and Trump’s. On the other, I was reminded that at the time, a lot of Americans saw the country and its culture in dire straits — and also dismissed the president as an idiot.

Frank: That last reminder is an excellent one. I remember when everyone around me was freaking out about the singular horror of Ronald Reagan. Then about the singular horror of George W. Bush. Now the same people wish fervently that Trump were more like either of those predecessors of his.

That said, I don’t think, 20 years from now, many people beyond the cronies whose net worth Trump quintupled will be nostalgic for him or this wretched chapter of American life.

Bret: I’m sure you’re right. Reagan had unsuspected tenderness. Bush had obvious decency. Trump’s inner life is a mangy hollow. …

Disney and ABC: As the Worm Turns, Bigly

In December, 2024, Trump brought a bogus defamation case in Florida federal court, Trump v. American Broadcasting Companies. Rather than fighting and winning the case, as most had expected, Disney decided to pay Trump off, to the tune of $16 million. It was not Disney’s finest hour.

I am happy to report that the worm has turned. 

Yesterday, faced with threats by the Federal Communications Commission to yank licenses from ABC stations—to appease Trump’s anger at Jimmy Kimmel—the Disney company brought a new case, called American Broadcasting Companies v FCC, in federal court in the District of Columbia.

Always ask who the lawyers are.

In this case, lead counsel is a woman named Beth Wilkinson, a boutique litigation star who doesn’t eat Cheerios for breakfast. Instead, she eats nails. Specializing in bet-your-company litigation, Ms. Wilkinson has been lead trial counsel in 60 cases. 

Disney and its attorney are planning to take no prisoners.

Good for them. It’s none too soon. 

Mango Mussolini’s Morass

I highly recommend this video from last night’s PBS Newshour for a lucid, hardheaded explanation of the current status of the Iran War. 

Here are a few additional thoughts.

Iran’s Rulers are Behaving Like Rational Bad People

Yes, Iran is hurting economically and militarily. Yes, Trump is so desperate for an “off ramp” that he would willingly give the Iranian rulers a very sweet deal if only they would give him some means of saving face.

But here’s the deal—from the rational bad person’s point of view: if they buy off Trump, there’s a strong likelihood that he won’t stay bought. Trump is a psychotic, delusional man-child who thinks the U.S. Navy, Army, Air Force, and Marine Corps are his toy soldiers. He is entirely capable of making a deal with you this week and trying to kill you next week.

From the rational bad people’s standpoint, the only possible way to be sure of getting peace is put Trump in a place where he is thoroughly humiliated—a place where he is forced to admit defeat.

Mango Mussolini’s Three Choices

1. He could send in the ground troops. (Or maybe try dropping a few nuclear bombs.)

2. He could let the stalemate continue more or less indefinitely.

3. He coule accept Iran’s terms and surrender.

That’s all there is and there ain’t no more. 

Which Will He Choose?

Pretty much no one thinks he’s going to go for the ground troop option. Nor is the nuclear option attractive.

A lot of people reckon that the stalemate scenario is the most most likely, and of course they might be right. But I don’t agree. 

Why? Broadly speaking, two reasons. 

First, continued stalemate is going to make his political problems even worse. It’s going to risk nationwide and worldwide recession. And it’s going to invoke one of his very biggest fears—being remembered as a second Herbert Hoover.

Secondly, one of Mango Mussolini’s core beliefs is that he is the world’s greatest con men—that he can serve up a shit sandwich and make you believe that it is Panera’s latest premium masterpiece.

Put those two thoughts together, and I think he will conclude that surrender on Iran’s terms is the least bad of three very terrible options. 

It’s Almost TACO Time! Time for Trump to Make the Least Bad Deal He Can Make—and Then Cut and Run.

Today in the New York Times, heavy hitter David Sanger, assisted by reporting from heavy hitters Jonathan Swan and Eric Schmitt, elucidate in calm and rational prose, in excruciating detail, the Iran dilemma in which Trump finds himself. From one point of view, the piece is brilliant. From another point of view, it reads like a parody of the distinguished New York Times covering a shit storm, followed by a dumpster fire. 

For a long time now, it has been apparent to anyone of the meanest intelligence that, on Iran, Trump is up that famous tributary without a means of locomotion. But Trump’s intellectual acumen does not reach the level of a person of the meanest intelligence. So … he is only now realizing that he is well and truly screwed, blued, and tattooed. 

A couple of observations, before we get to the estimable prose of Mr. Sanger. Firstly, it is welcome news to learn that Trump still has the mental ability to come to terms with reality, however belatedly and imperfectly. I thought he probably retained that I ability, but I was far from sure. 

Secondly, if Trump wanted to walk through Door Number One and begin a program of massive war crimes amounting to genocide, he would have faced one obstacle that Sanger does not address, namely, Trump would have had to give the order and the United States military would have had to obey the order. My suspicion is that the Joint Chiefs whispered a few thoughts in Trump’s shell-like ear apropos of the duty to disobey illegal orders.

Thirdly—and you already knew this, but isn’t it fun to hold the thought in your mind?—when Trump, inevitably, cuts and runs, leaving Iran in control of the Strait and in possession of whatever nuclear assets it now how, his base is going to be well and truly pissed.

With those thoughts in mind, let’s read what David Sanger has to say:

Trump Seems Trapped by Iran War, Even as He Wields the World’s Biggest Hammer: A president who thought there were no limits to his power has discovered several, leaving him more frustrated and erratic.

President Trump often celebrates his unpredictability, declaring that it keeps allies and adversaries alike off balance.

By his telling, his willingness to bomb Iranian nuclear sites 13 months ago, and send Delta Force commandos in to snatch President Nicolás Maduro of Venezuela from his bed in early January, reflected his determination to execute military operations that would have made his predecessors blanch. He told The New York Times he was limited only by “my own morality,” as he wielded the world’s biggest hammer.

But in recent weeks, he has seemed trapped, his presidency gradually consumed by a war he cannot find his way out of.

He has discovered limits on his power that he could have scarcely imagined as he began full combat operations on Feb. 28, when he set out goals for a swift end to Iran’s nuclear program and the overthrow of the country’s government.

Five months later, those goals remain almost entirely unaccomplished. And Mr. Trump, once confident that overwhelming force would enable him to pursue in Iran what he proudly called the “Venezuela model” — a change of government to one amenable to U.S. control — is now hesitant to plunge back into major combat operations that his intelligence agencies assess are unlikely to work as well in Tehran.

He has been unable to control surging oil prices, or their effects on the stock market.The shipping that crawled to a stop in the Strait of Hormuz, then was opened for a few short weeks, is back to a trickle, with a second choke point, between the Red Sea and the Gulf of Aden, now threatened. And while the president has threatened to take Kharg Island, where Iran ships oil, or to seize its underground stores of enriched uranium, he has said publicly that he knows there is no appetite for sending in ground troops.

Those limits have left him deeply frustrated, his aides say, and have made him more erratic, even by Trumpian standards. Last week alone, Mr. Trump’s energy secretary signed a historic pact with Saudi Arabia to provide civil nuclear power to the kingdom, before the president undercut the deal less than 24 hours later, stunning the Saudis by declaring that the agreement, negotiated over 18 months, was dead unless the country joined the Abraham Accords and recognized Israel.

Aaron David Miller, a former U.S. diplomat with long experience in the Mideast, said that Mr. Trump again “alienated the Saudis, delighted Benjamin Netanyahu and gave Iran strong talking points as to why cutting deals with U.S. is a fool’s errand, bound to be betrayed.”

The next day, he declared that the “original Deal” on the $4.5 billion Gordie Howe International Bridge, a cross-border project named for the hockey star beloved on both sides of the border with Canada, was dead. He imposed 50 percent tariffs on a range of Canadian goods, in what appeared to be a blatant violation of the U.S.-Mexico-Canada Agreement that Mr. Trump negotiated in his first term and now wants to scrap.

Not surprisingly, Canada disinvited Americans from ceremonies to mark the completion of the bridge, which opens to traffic on Monday.

Mr. Trump’s rewriting of deals, out of anger or frustration, has extended to his party’s domestic priorities. Republicans had assembled chairs at the Capitol for the signing ceremony of a major housing bill — a rare bipartisan agreement celebrated by the White House — when Mr. Trump stunned them by refusing to sign it. His only priority, he said, was the SAVE America Act, his effort to change voting laws, which did not have enough Republican support.

The ceremony was canceled. The bill became law without Mr. Trump’s signature — and also without a chance for his party to get the photo opportunity of action to ease affordability for new homeowners.

Not all of Mr. Trump’s frustrations, people close to the president say, are driven by the war, now so unpopular that only 29 percent of Americans polled by The Washington Post and Ipsos approved of his handling of the conflict. But much of it is. And the angst is clear as he promises to stop Iran’s nuclear program at any cost, while his allies at home want out.

“We got to wrap it up,” Speaker Mike Johnson said last week, voicing a sentiment heard increasingly from Mr. Trump’s most enthusiastic supporters.

But the president does not have a clear way to accomplish that goal. Having entered the conflict with little strategy for victory, he now is struggling for a face-saving way to exit.

A month ago, he exuded confidence that he had found the way to declare victory. On June 17, Mr. Trump signed with a flourish — at the Palace of Versailles, where World War I officially ended in 1919 — a hastily written, 14-point cease-fire agreement.

At the time, Mr. Trump said that a new, more “reasonable” set of Iranian leaders had seen the light, and were being driven by economic interests.

“I believe they have had enough,” Mr. Trump said in an interview with The Times on June 14. He argued that he was able to get the deal because he was threatening a massive attack, prompting Iran to fold.

“We were going in for the big one, and they said, ‘Please don’t do it, we will make a deal.’ And we made a deal right after that,” he said.

It lasted only two weeks.

The Iranians who negotiated the deal appeared to have been in conflict with the Islamic Revolutionary Guard Corps, whose forces opened fire on ships that refused to use the channel of the Strait of Hormuz that Iran controls. While Mr. Trump said in the recent interview with The Times that Iranian leaders wanted billions of dollars in Iranian overseas funds unfrozen and oil shipments flowing, the Iranian Revolutionary Guard Corps seems more interested in demonstrating control.

Now Mr. Trump has three main options: military escalation, economic crackdown or declaring victory and getting out. Each has been debated in recent weeks in meetings with Vice President JD Vance; Defense Secretary Pete Hegseth; the chairman of the Joint Chiefs of Staff, Gen. Dan Caine; his son-in-law Jared Kushner; and his special envoy, Steve Witkoff.

Each option seems unpalatable, for different reasons.

On Friday, after signaling all week that he was planning a return to major combat operations in Iran, he pulled back. In briefings, according to several officials, aides cast doubt on whether a massive bombardment, one that cut off electricity and went after Iran’s resilient missile capability, would result in Iran’s return to meaningful negotiations.

And the price would be high. Mr. Trump was told that attacks of that magnitude could lead to huge civilian casualties and mass starvation among the very Iranians he once promised to protect from their own government. When he was asked in the Oval Office on Friday whether he was hesitant to blow up power plants and bridges, because that could constitute war crimes, he said, “I won’t respond to that question.”

But his real hesitation may come from the fact that the war has depleted U.S. stockpiles of missile interceptors. In April, the Center for Strategic and International Studies estimated that half the U.S. inventories of some key interceptors might have already been used. After 13 consecutive nights of attacks and counterattacks this month, those numbers, some officials say, have reached critically low levels, and were a factor in Mr. Trump’s decision in recent days to hold off on a major escalation in the war. 

U.S. officials now worry that President Vladimir V. Putin of Russia and Xi Jinping of China could be factoring the shortages into calculations of their next moves, in Ukraine and Europe for Mr. Putin and perhaps against Taiwan for Mr. Xi.

Mr. Trump’s second option is to let sanctions sink in, hoping that further crackdowns on oil exports, enforced by the renewed blockade of shipments into and out of the Strait of Hormuz, will have their intended effect.

But those are slow, and Mr. Trump has been predicting economic collapse in Iran since he first pulled out of the Obama-era nuclear deal in 2018 and imposed what he called crushing controls on Iran. Eight years later, the regime lives, under a new leader who could be more dedicated to a covert nuclear program.

That strategy may yet work. But it will require a costly, continuous U.S. military presence, and the possibility of on-again, off-again exchanges of fire that risk more American lives and more attacks on Gulf allies.

The third option is to declare victory and go home. Mr. Trump seemed to be headed that way a month ago, when he said he had chosen a cease-fire and negotiations because he did not want to risk a depression that would invite comparisons to Herbert Hoover.

“He was always the one I didn’t want to be,” Mr. Trump said of the 31st president, who presided over the crash that ushered in the Great Depression. “I didn’t want to see economic catastrophe.” He later noted that if the war continued, the world would have begun to run out of oil stockpiles.

But exiting comes with costs. If Mr. Trump leaves Iran with its near-bomb grade nuclear fuel buried under rubble and with the Strait of Hormuz under de facto Iranian control, he will have failed to address the problem that triggered his attack and created a vast new one for energy markets.

It would define his legacy. And it would make clear that there are more constraints on his power than he believed in January, when he declared that his reach was limitless.

He Shot Himself in the Foot

Eight Observations

  1. The reason why he presented “evidence” that contradicts the argument he wants to make is that he has a severe mental defect that prevents him from understanding the information he is given. He cannot keep himself from making illogical arguments because he is mentally incapable of distinguishing a logical argument from an illogical argument. 
  2. In his old age, this severe mental defect is getting even worse.
  3. Trump is an evil person. In other words, a sociopath.
  4. We are morally justified in hating and despising Trump. But that said, I am inclined to think that our best public strategy is to exhibit pity for Trump. 
  5. Every sentient person has observed that Trump wants to use last night’s speech as the predicate for a variety of forms of election interference. Every sentient person is right in that regard. But his malevolence is greatly inhibited by his incompetence.
  6. As a talking head said recently of his Iran strategy, the problem is not that he strategy is mistaken. The problem is that he does not know what strategy is. When all else fails, he may order a military coup. I don’t think it will work, but I am afraid we may find out whether it works or not.
  7. The American people unwisely reelected a proven traitor. They wanted lower consumer prices. They got higher consumer prices—along with a firehose of ridiculous lies about consumer prices. They wanted no more wars. They got the war in Iran—along with a firehose of ridiculous lies about the Iran war. 
  8. Although Trump is fortunate to have legions of uneducated and gullible followers, the environment he has created—higher consumer prices and a war in the Middle East—is not propitious for his gullible followers’ acceptance of his firehose of lies about the election. He has cried “Wolf!” way too many times. 

Oil Market Running on Empty. No Plan. No Concept of a Plan. Just Hallucination and Bullshit. 

From this evening’s Financial Times:

Peter Baker on how Trump, utterly misunderstanding Iran, has screwed himself to a fare-thee-well:

In Iran, Trump Has Found an Opponent He Cannot Easily Dominate

The president is accustomed to forcing other countries to bend to his will. But he is struggling to come up with a strategy to extract Iranian concessions as the cease-fire he brokered collapses.

Published July 14, 2026 Updated July 15, 2026, 4:14 p.m. ET

On the 136th day of his war against Iran, President Trump came up with a new plan. He would impose tolls on ships traversing the Strait of Hormuz in exchange for protecting them from Iranian forces.

But that was then. On Day 137, he had another new plan. No tolls after all.

Mr. Trump’s 180-degree reversal this week in the face of protests from his Arab allies who were not so excited about paying tolls reflected how adrift he seems to be in prosecuting his war against Iran. What was supposed to be a clean four-to-six-week operation is now in its messy 20th week. Improvisation and impulse are not working.

A president who has made flexing his power on the world stage a hallmark of his second term has found in Iran an opponent that so far will not bend to his will and a geopolitical conflict that cannot be won through nasty social media posts or tariff threats. The memorandum of understanding that he brokered with Tehran last month to halt the fighting turns out to have been a memorandum of misunderstanding, and Mr. Trump now seems to have neither a clear military nor diplomatic strategy.

“He’s encountered a country that is not willing to play by his set of rules, which is you bend and kiss the ring and tell him how great he is and try to get whatever concession he’s willing to give,” said Vali Nasr, a professor at the Johns Hopkins University School of Advanced International Studies who has advised presidents and secretaries of state on the Middle East.

Mr. Trump’s no-end-in-sight venture in the Middle East has become a fresh lesson in why the region has been a sinkhole for presidential ambition for generations. The instruments of power that help advance U.S. interests elsewhere around the globe do not necessarily work there, as many of Mr. Trump’s predecessors have discovered.

It has been especially frustrating for Mr. Trump, who has reveled in getting his way since returning to office last year and even boasted that he might be the most powerful man in world history. But while he has successfully pressured NATO allies into increasing military spending, extracted concessions from trading partners and essentially took over Venezuela with a one-night surgical commando raid, it is not clear that he can get his way in the Persian desert.

“Trump’s forceful approach to the world in his second term has benefited from some luck and the occasional willingness of other states to facilitate an off-ramp,” said Suzanne Maloney, vice president and director of foreign policy at the Brookings Institution. “Nothing in the past 47 years should have led him to believe that Tehran would follow that route.”

John Hannah, a former national security adviser to Vice President Dick Cheney and now a senior fellow at the Jewish Institute for National Security of America, in the past has supported the limited use of military force to stop Iran from building a nuclear weapon. But he said that by going for “a massive decapitation strike,” Mr. Trump had clearly underestimated the theocratic power structure that took power in the 1979 Iranian revolution and overestimated American capacity to topple it.

“In retrospect, this was clearly a war based on fatally flawed assumptions,” Mr. Hannah said, “none more damaging than the president’s apparent conviction that Iran’s revolutionary regime was a flimsy house of cards ready to collapse in a hail of American airstrikes and bellicose Truth Social posts.”

“Compounding the error,” he added, “there was no rigorous national security apparatus around the president prepared to speak truth to power and subject his wrongheaded assumptions to systematic questioning based on the knowledge and experience of real foreign policy, defense and intelligence professionals.”

The cease-fire that has now collapsed amid nightly strikes was not even a particularly far-reaching agreement. It was meant to be a stopgap to quiet the guns for 60 days so that the two sides could negotiate the truly thorny disputes, particularly the future of Iran’s nuclear program. If a temporary deal cannot last, it is hard to see how the two sides can get to a permanent accord requiring painful compromises.

Mr. Trump seems uncertain how to proceed. He has turned back to the use of military force and ordered the resumption of a naval blockade in the Strait of Hormuz. He has threatened to take “a nice, big fat shot” at Pickaxe Mountain, a fortified site near one of Iran’s main nuclear facilities. He vowed to “knock out all their power plants” and “knock out all their bridges unless they get to the table and negotiate.”

But for all the saber rattling, he has given little indication that he is willing to resume the sort of full-fledged bombardment that marked the beginning of the war, given popular opinion against escalated conflict.

At the same time, he has suggested there will be further negotiations but has not articulated how talks that failed before could succeed now. In fact, he has expressed deep skepticism that they could, although of course that might simply be a way of lowering expectations. Instead, Mr. Trump seems to think that he can outlast the Iranians because their economy is in dire shape while the Iranians seem to think that they can outlast him because of the politics of gas prices heading into midterm elections at home.

“Trump’s in a box, and he’s facing a brutal and tenacious adversary whose objectives — maintaining leverage over the strait and a newfound desire for hegemony over the Gulf —now hold him hostage,” said Aaron David Miller, a former Middle East peace negotiator who served presidents of both parties and is now a senior fellow at the Carnegie Endowment for International Peace.

“Iran consumed and tarnished the legacy of one president,” he added, referring to Jimmy Carter and the 1979-81 hostage crisis. “And the way it appears now, with time on Iran’s side, not on Trump’s, it could very well tarnish or ruin the legacy of another.”

Other foreign policy experts rejected the analogy and cautioned against overstating the impact of the Iran war on Mr. Trump’s presidency.

“I don’t think Iran has destroyed Trump’s agenda, which is a broad one,” said Elliott Abrams, a national security official in multiple Republican administrations, including Mr. Trump’s first term. “As long as Americans are not dying, Iran will be a secondary issue for most Americans.”

Other foreign policy challenges like Ukraine, Cuba and China “don’t depend on Iran,” he added, so everyone should “keep Iran in perspective.”

Mr. Abrams noted that Democrats appear increasingly at odds with each other over Israel and the Palestinians, a divide that has played a major factor in some congressional primaries this season. “It’s the Democrats who are in danger of having a Middle East issue, namely Israel, swallow up their agenda,” he said.

The abrupt flip-flop on tolls underscored how much Mr. Trump is ad libbing these days. In announcing that he would charge 20 percent on cargo to protect shipping in the Strait of Hormuz on Monday, he contradicted his own administration’s position that tolls were an unacceptable violation of international law.

His decision to cancel them on Tuesday after calls from anxious Gulf Arab leaders made clear that he had not bothered to consult his allies before announcing the new tolls or disregarded their concerns. He covered for the shift with a face-saving if barely plausible explanation that the Gulf leaders had promised “trade and investment deals” instead.

What investments he did not say, nor were there further details to suggest any concrete commitments. “They’re going to be making massive investments into the U.S., and I like that much better,” Mr. Trump told reporters. “I don’t like the concept of a fee,” he said a day after calling it a simple “matter of fairness.”

It was hardly the only contradiction of recent days. When Mr. Trump sealed the cease-fire agreement last month, he praised Iranian negotiators. “We’re dealing with people that I think are very rational people,” he said then. “They were nice to deal with. They were strong people, smart people.”

By last week, he had changed his mind. “They’re scum,” he complained. “They’re sick people. They’re led by sick people.” Asked what had changed in just three weeks, Mr. Trump said, “I got to know them.” Which of course begged the question of why he did not know who he was dealing with in the first place.

“I don’t think he has a strategy on Iran,” said Abbas Milani, director of Iranian studies at Stanford University and a research fellow at the conservative Hoover Institution. “That’s the key problem. He approaches these things instinctively and he approaches them with two contradictory goals. On the one hand, he keeps saying, ‘We want to make a deal with you guys and make Iran a thriving economy.’ And on the other hand, he says, ‘I’m going to obliterate your civilization.’”

Mr. Milani said he agreed with Mr. Trump that Iran actually does want a peace agreement, and in fact he believes it is “desperate for a deal” because its economy is in free-fall. But he faulted the president for sending negotiators who are not steeped in the region and do not grasp its intricate history and details.

“I don’t think he ever really understood the nature of this regime,” Mr. Milani said of Mr. Trump. “He still doesn’t understand it. It’s not like any other. It always does the unexpected and will go to any limit to keep itself in power.”

Is Trump Conspiring with Putin to Destroy NATO?

I wrote this post in order to reproduce an op-ed from the Wall Street Journal that argues—based, apparently, on European sources—that Putin may attack on of his Eastern European neighbors as a way to undermine NATO. 

I think it’s an interesting question. I go further. There is, in my view, abundant evidence that Trump is a Putin tool. Consider, among many other things, the stories that the idiotic acting Director of National Intelligence is busy gutting the intelligence community. 

Be all that as it may, Mr. Baker of the WSJ, writes,

Putin May See an Opportunity to Destroy NATO: Even a small incursion could doom the alliance if it lacks the political will to respond with force.

He is mired in a struggle against a country with a population and a military a fractionthe size of his own. Since the decision to launch that war has worked out so well, are we seriously being asked to believe that he would attack an alliance with an economy and military many times the size of his own?

A month ago I would have scoffed at the idea. But conversations with multiple senior European political, military and intelligence figures in the past few weeks suggest to me the possibility is real and rising. 

For some Americans, including perhaps the president, the idea that Russia may take a shot at some feckless Europeans who have been notably unhelpful with America’s military preoccupations in recent months might induce a yawn of indifference or even a smirk of schadenfreude. But the risks of any Russian provocation in Europe for America’s global security are profound. Ukraine, a non-NATO member, is one thing. If we failed to respond to Russian aggression against a member of the alliance, NATO would become a dead letter. 

Which is why Mr. Putin might attack. As one intelligence analyst put it to me last week: His inspiration may be Marshal Ferdinand Foch, the general who commanded French forces at the Battle of the Marne in 1914. He famously reported: “My center is yielding. My right is retreating. Situation excellent. I am attacking.”

A sudden show of unexpected force just as he appears to be reeling from his ill-advised Ukraine war could be to Mr. Putin’s advantage. Although Mr. Trump’s verbal shock treatment has jolted European NATO members into finally doing more in their own defense, they are still nowhere near ready for a defensive war. Government officials say it will be at least five years before their militaries are close to being capable of replacing U.S. capabilities in Europe.

Mr. Trump has 2½ years left in office. There is no guarantee his successor will have as skeptical an approach to NATO. If Mr. Putin chose the right targets, European leaders suspect Mr. Trump’s administration wouldn’t come to a NATO country’s aid, fatally undermining the credibility of the alliance’s collective-defense commitment—and with it, NATO’s existence—a dream outcome for Mr. Putin. 

His political needs might also be suited by an attack on NATO. A former British defense official said to me last week, “After four years of failure and rising popular discontent at home, he desperately needs a military victory.” What better way to lift morale than to plant the Russian flag in some NATO field?

All this suggests we are now in a narrow window of opportunity for Russia to make a move. If Mr. Trump goes ahead with plans to cut European deployments, that window gets wider. 

Sure enough, intelligence reports point to rising risks of Russian action. Last week a Polish news report said U.S. officials had warned Warsaw that Russia may attack the country. In an interview last month, a senior military figure from a NATO nation identified multiple risks, including a Russian seizure of islands in the Baltic and an incursion to “assist” the Russian minority in Estonia. None of these would amount to a full-scale invasion, but each would be enough of a provocation that if NATO failed to respond, its credibility would be in tatters.

Is Europe really worth defending with U.S. blood and treasure? Is NATO still an essential strategic interest? I’ve long sympathized with the argument that a large U.S. commitment to the European theater is an anachronism in our security posture, a throwback to 20th-century geopolitics. China is obviously the biggest threat to U.S. security and leadership; managing that relationship requires a shift of strategic resources and attention toward the Pacific. The Europeans can and should take care of their own freedom and security. 

But whether we want it or not, we are in a cold-to-simmering war with an axis of resistance that runs from Beijing through Tehran to Moscow. The U.S. is still dealing with the fallout of an inconclusive war with Iran that has left us militarily depleted. As we scramble to manage potential opportunistic moves by China’s Xi Jinping in the Asia-Pacific, Mr. Putin could deal a timely and fatal blow to an already weakened trans-Atlantic alliance. That would be another hammer to the head of Western security and hegemony, and a dramatic enhancement of the power of Russia’s alliance with China and our other adversaries.

Perhaps all the talk of an imminent Russian attack is merely disinformation from European officials, trying to keep President Trump from further weakening NATO. But if you were the American president, would you want to take that risk?