Why Israel Took Mount Hermon In Lebanon
Why Israel Took Mount Hermon
In the chaos after the fall of Bashar Assad's regime in Syria, Israel sent troops forward from the Golan Heights and took Mount Hermon. In the thread below, Naftali Hazony, a former Israeli Air Force fighter pilot, explains why.
Following that, we'll close with a brief trading note.
For decades, Israel’s northern defenses were overshadowed by Syria's Mt. Hermon. No longer. The most important natural fortress in the region is now in the hands of Israel. Israel did it quietly, driving into Syria's abandoned positions and taking them without a fight. 2/7 pic.twitter.com/s3QsDN4b9B
— Naftali Hazony (@nhazony) December 9, 2024
Once placed on Mt. Hermon, Israel’s radars will see far into both Syria and Lebanon, providing early warning of incoming low-flying jets and drones. Israel’s intelligence can also leverage the peak, placing sensors to conduct surveillance and intercept enemy communications. 4/7 pic.twitter.com/e7tt4mX8HC
— Naftali Hazony (@nhazony) December 9, 2024
As the sun rises, Mt. Hermon casts a shadow over Hezbollah’s stronghold in Southern Lebanon, dominating the main road to their northern stronghold in the Beqaa Valley. Several of Hezbollah’s smuggling routes north of the Hermon have been cut off. 6/7
— Naftali Hazony (@nhazony) December 9, 2024
Be it ISIS, HTS, Iran, or Hezbollah, a hostile force advancing toward Israel will now be exposed -- at the mercy of Israel’s drones, surface-to-surface missiles, and laser-guided bombs. Residents of north Israel can sleep more soundly knowing that Israel controls this peak. 7/7
— Naftali Hazony (@nhazony) December 9, 2024
Trading Note: Top Names
Here's how Portfolio Armor's top ten names from June 6th did over the next six months: they were up 37.78%, on average, versus up 14.4% for the SPDR S&P 500 Trust (SPY).
So far, we have 6-month returns for 76 weekly top names cohorts we've posted since we started our trading Substack two years ago. On average, our top ten names have returned 18.80% over the next 6 months, versus 12.78% for SPY.
If you'd like a heads up when we post this week's top ten, feel free to subscribe to our trading Substack/occasional email list below.
And if you are concerned about downside risk, you can download our optimal hedging app by aiming your iPhone camera at the QR code below (or by tapping here if you are reading this on your iPhone).
If you'd like to stay in touch
You can scan for optimal hedges for individual securities, find our current top ten names, and create hedged portfolios on our website. You can also follow Portfolio Armor on X here, or become a free subscriber to our trading Substack using the link below (we're using that for our occasional emails now).