What do I make of a potential sale of TikTok to Elon Musk?
Well, it's just been announced that the Chinese are considering it. I always thought that it was more likely than not that if the Supreme Court were to uphold a ban that the Chinese would probably allow a sale to go through. Though they were going to say they were never going to until the last moment because why give up leverage when you don't necessarily have to? So their historic unwillingness doesn't mean to me that they're actually unwilling. To the extent that there is a deal and it goes to Elon, he becomes more powerful, and he also is seen by the Chinese as owing them one. So would he facilitate an improved, a more stable relationship between the US and China? It's an early indication that he could play a role. He hasn't said anything on the China front yet, but certainly you would expect that he would meet with the high-level envoy that's going to the inauguration that Xi Jinping was invited to on the 20th. That's what we should watch in the next week. Okay, that's it for that one.
What does Lebanon's new president mean for Hezbollah?
Weaker Hezbollah, but so much is going to be determined on what Israel decides to do on the ground in the south of Lebanon. Are they staying there for a longer period of time? We've heard news of late that they intend to maintain that occupation in a longer than just couple of weeks, couple of months environment, which makes it harder to keep Hezbollah from starting fighting again. On balance, I think this ceasefire is looking a little shakier right now, even with the new Lebanese president than it had a few weeks ago. We'll see. But if it does break down, the level of fighting won't be what it was a few months ago because Hezbollah doesn't have that capacity and the Iranians can't restock their weapons because Assad has fallen in Syria.
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