Last updated: 2026-03-16 23:57:36 UTC
# INTELLIGENCE MONITOR REPORT **Generated:** 2026-03-16 23:22:00 UTC **Day:** 16 of Iran conflict --- ## New Videos *No new videos since last run.* --- ## X/Twitter **@squatsons:** Holy boomer posting… **@squatsons:** I don’t think Benjamin Netanyahu is dead but the videos they’re releasing of him do not help that rumor. **@squatsons:** Missiles fired by Hezbollah impacted in Nahariya. **@KobeissiLetter:** ANNOUNCEMENT: We are excited to present The Kobeissi Letter’s 2025 performance report. Our analysis provided a net return of +30.7% in 2025, outperforming the S&P 500's 2025 return of +16.4%. Since 2020, our investment strategy has now returned +516.3%, significantly outperforming the S&P 500’s +111 **@KobeissiLetter:** Mega-cap tech CapEx growth is unprecedented: CapEx at Microsoft, $MSFT , is up a massive +693% since Q1 2020, leading all top tech spenders. Meta, $META , Amazon, $AMZN , and Alphabet, $GOOGL , follow at +501%, +464%, and +364%, respectively. Since November 2022, when ChatGPT was launched, CapEx at **@KobeissiLetter:** BREAKING: Germany, Japan, and Australia say they will not be joining US efforts to militarily reopen the Strait of Hormuz while the UK and France say they are willing to discuss options, per WSJ. --- ## Zeihan Blog - [Patreon](https://zeihan.com/patreon/) - [The U S Helps India And Russia Helps Iran](https://zeihan.com/the-u-s-helps-india-and-russia-helps-iran/) - [Iraq Oil And A Break For Chevron](https://zeihan.com/iraq-oil-and-a-break-for-chevron/) - [Why Would Europe Trust France With All The Nukes](https://zeihan.com/why-would-europe-trust-france-with-all-the-nukes/) - [The U S Lucas Rivals Irans Shahed](https://zeihan.com/the-u-s-lucas-rivals-irans-shahed/) --- ## Substack - [THE NITROGEN TRAP](https://shanakaanslemperera.substack.com/p/the-nitrogen-trap) — *Shanaka Anslem Perera* > How a 21-Mile Strait Threatens the Nutrient System Feeding Half the World... - [THE ENTROPIC FORTRESS](https://shanakaanslemperera.substack.com/p/the-entropic-fortress) — *Shanaka Anslem Perera* > How China Engineered the First Compound Competitive Moat That Widens Under Crisis, and Why the Contradictions Beneath It May Determine the Next Decade of Global Capital Allocation... - [Actuarial Warfare: How Seven Insurance Letters Closed the World’s Most Critical Chokepoint and Why Markets Are Mispricing Duration by 300%](https://shanakaanslemperera.substack.com/p/actuarial-warfare-how-seven-insurance) — *Shanaka Anslem Perera* > Private Reinsurance, IRGC Fragmentation, Interceptor Depletion, and a Dead Nuclear Fatwa Have Produced a Crisis No Military Victory Can Resolve... - [Hong Kong Stocks: Structure & Strategy, Part 2](https://michaeljburry.substack.com/p/hong-kong-stocks-structure-and-strategy-054) — *Michael Burry* > Common Stocks & Uncommon Value - Detailed Analysis... - [March 2026 Charity of the Month - The Headstrong Project](https://michaeljburry.substack.com/p/march-2026-charity-of-the-month-the) — *Michael Burry* > Professional PTSD/Mental Health Treatment for Military & Veterans... - [Foundations: U.S. Market Structure & Value](https://michaeljburry.substack.com/p/foundations-us-market-structure-and) — *Michael Burry* > Powerful Trends, Increasing Fragility & Coiled Tension... --- ## All Latest Videos **Jason Pizzino:** - 2026-03-16 | [Bitcoin: This Hated Squeeze Is Going Exactly As Planned](https://www.youtube.com/watch?v=Y3wJV6E8JFc) - 2026-03-14 | [Bitcoin: This Is Why It’s Dying A Slow Death (Until This Date)](https://www.youtube.com/watch?v=HgPg9a3HDG4) - 2026-03-13 | [It Has Reached Breaking Point (explaining the 18-Year Cycle Peak)](https://www.youtube.com/watch?v=q0s720UYDqs) **Michael Pizzino:** - 2026-03-16 | [This has happened before.](https://www.youtube.com/watch?v=6lJgEDCke6A) - 2026-03-13 | [This won't end well.](https://www.youtube.com/watch?v=QzcRPA1gKuk) - 2026-03-12 | [It's unravelling...](https://www.youtube.com/watch?v=SaVNUWi_RBk) **Peter Zeihan:** - 2026-03-16 | [The Iran War: Enter Sting Interceptors || Peter Zeihan](https://www.youtube.com/watch?v=0rMpWEZsP_0) - 2026-03-16 | [The U.S. Helps India and Russia Helps Iran || Peter Zeihan](https://www.youtube.com/watch?v=LhtiUcGBOdc) - 2026-03-13 | [Iraq, Oil, and a Break for Chevron || Peter Zeihan](https://www.youtube.com/watch?v=dFs15d0W4r8) **Market Mike:** - 2026-03-12 | [Hanging on the edge](https://www.youtube.com/watch?v=IIefxOf2I00) - 2026-03-10 | [Where to from here?](https://www.youtube.com/watch?v=UI0F8p1behw) - 2026-03-08 | [sunday outlook](https://www.youtube.com/watch?v=JQZctbnD2nM) **Felix (Money & Macro):** - 2026-03-12 | [What kind of immigrants do we actually want? dr. Alexander Kustov](https://www.youtube.com/watch?v=OJ1UshE3mS8) - 2026-03-05 | [Are immigrants taking or creating jobs? prof. Jan Stuhler](https://www.youtube.com/watch?v=_rqYXOVXjqM) - 2026-03-03 | [Trump's grand strategy | dr. Wess Mitchell](https://www.youtube.com/shorts/Zil5JYzp2dg)
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