Skip to content

The Tel Aviv Letter: The Ceasefire That Fires Back

In Gaza, Trump’s declared victory masks the war that still must be fought, the disarmament of Hamas.

Israeli Prime Minister Netanyahu and American President Trump at the White House last month, via PMO.

Gaza has been the subject of signed agreements and sweeping statements of "peace," in recent weeks, yet Israel and the Hamas terror organization may be on the verge of renewed combat.  The reason comes down to three simple, and inescapable realities: 

  • Israel, the United States, and Arab powers in the region all want the war in Gaza to end; but
  • Every element of peace, including international stabilization forces and reconstruction is impossible until Hamas disarms and dismantles its power structure; and
  • Hamas is ideologically incapable of doing so voluntarily.

The current dilemma began when U.S. President Donald Trump, speaking before the Israeli Knesset on October 13, announced the end of the war in Gaza and the “historic dawn of a new Middle East.” 

Photo: Hamas by IDF.

Here’s the full story:

U.S. President Donald Trump, speaking before the Israeli Knesset on October 13, announced the end of the war in Gazaand the “historic dawn of a new Middle East.” 

U.S. President Donald Trump speaks to the Israeli Knesset on October 13, by Israeli Knesset.

All remaining live Israeli hostages held by Hamas returned home, and the Israeli people responded with an elation that continues to this day. Yet that euphoric moment marked only the beginning of a train of problems, obstacles and deadly battles that seem to be growing only worse over time. This doesn’t mean the end of Trump’s self-named “Great Peace,” but merely the beginning of a very Middle Eastern process.

Former hostage Segev Kaflon returning from captivity on an IDF helicopter, holding a sign that reads, “Thank you to the soldiers of the IDF.” by IDF via Wikimedia Commons.

Over the two weeks since Trump’s declaration of peace, Hamas failed to return the bodies of most of the deceased hostages as it had agreed to, launched attacks against IDF positions resulting in several injuries and deaths, and brutally executed dozens of Palestinians, many of them publicly, while blindfolded and kneeling in the street.

Photo: Hamas publicly executing kneeling, blindfolded Palestinians in Gaza, October, 2025. via: social media.

For its part, Israel responded with limited but severe air strikes. Nonetheless Trump, Israel and Hamas all continue to insist that a ceasefire is still in effect, a sentiment that Trump summed up succinctly, “They [Hamas] killed an Israeli soldier. So the Israelis hit back. And they should hit back… Nothing is going to jeopardise the ceasefire.” 

So it seems we have a ceasefire - but one that includes, well…firing. 

Given how the Middle East works, returning to combat may actually be a necessary step toward achieving genuine, regional peace.

Photo: Israel strikes Hamas targets in Gaza, via IDF.

Trump’s “Great Peace” aka “the Deal” (with a capital D) is meant to occur in two phases. Phase 1 involves:

  • an immediate ceasefire, 
  • the return of all Israeli hostages (living and dead), 
  • a partial pullback of IDF forces, and finally, the release of nearly 2,000 Palestinian security prisoners from Israeli jails, including many convicted and high ranking terror operatives. 

Phase 2, which has yet to be fully negotiated, is meant to include: 

  • Hamas completely disarming and giving up control over Gaza, 
  • further IDF withdrawals, 
  • and the implementation of some kind of international governing force which will oversee reconstruction.
Photo: The “yellow line” demarcating IDF partial withdrawal positions Gaza, via IDF.

Strictly speaking, we are still in Phase 1: Israel has fulfilled its obligations, but Hamas continues to hold the bodies of deceased Israeli hostages, which is of high emotional importance to Israelis. Hamas insists that the bodies are hard to find, yet Israeli intelligence claims that the terror organization has custody of most of the remains. The Israeli claim was evidenced the other day by drone footage which showed Hamas operatives removing an Israeli body from a building, burying it under rubble, and then calling the Red Cross to report their “discovery.” Trump threatened on October 25 to take some kind of action against Hamas if it did not return the Israeli bodies within 48 hours, yet that deadline has passed, and bodies continue to return only in a trickle.

Phase 1 problems notwithstanding, the disarmament of Hamas presents a critical barrier to Phase 2. In the wake of October 7, 2023, the largest massacre of Jews since the Holocaust, Israel will not tolerate a Hamas controlled enclave on its border. In a further obstacle, neither neighboring Arab countries nor local Palestinian clans will take responsibility for Gaza’s future if that means having to fight against an armed and active Hamas. Yet the terror group is already refusing to disarm, saying (at best) that the agreement is ambiguous, and in some cases expressing outright refusal.

Photo: IDF soldiers operating in Gaza, by IDF.

Both Jerusalem and Washington seem quite aware of this sticking point: speaking from the White House last month, Israeli Prime Minister Benjamin Netanyahu addressed disarmament with the warning “This can be done the easy way or it can be done the hard way, but it will be done” President Trump later echoed the sentiment more bluntly, saying “If Hamas continues to kill people in Gaza, which was not the Deal, we will have no choice but to go in and kill them.” Trump added further threats against the terror group in recent days, including “If they don’t disarm, we will disarm them. And it will happen quickly and perhaps violently.” 

Some headlines claimed that the United States is pressuring Israel against violating the ceasefire, including comical terms like “Bibi-sitting,” yet the rhetoric coming out of Washington is actually far more aggressive than that coming from Jerusalem. According to non-public sources inside the Israeli government, much of the pressure against resuming combat stems not from America, but from Israel’s desire to return the remains of as many deceased hostages as possible before engaging in an operation that might put them forever beyond reach.

Indeed, events on the ground seem to demonstrate a high degree of coordination between the two countries - a coordination based on the shared understanding that peace requires appropriate enforcement, and that it may prove impossible to remove Hamas’ influence by any means other than combat.

There is precedent for this approach.

Beginning with the famous “pager” operation last year, Israel conducted a series of strikes that devastated the Hezbollah terror organization in Lebanon, finally resulting in a November, 2024 “ceasefire” agreement. Under the terms of this “ceasefire,” Israel retained the right to continue firing against Hezbollah as necessary, and has carried out several hundred strikes since that time. Both the government of Lebanon as well as the United States have generally accepted these strikes as being not only consistent with the ceasefire agreement, but also a necessary step toward building a peaceful Lebanese government, safe from Hezbollah’s violent control.

Another example began last April, when Trump gave Iran a 60 day deadline to negotiate the dismantling of its nuclear program. The deadline expired on June 11, and was followed immediately by a devastating Israeli air operation, which culminated in the famous American B-2 bombardment of Iran’s most deeply buried nuclear facilities. The result was a quick and decisive end to what Trump named “The Twelve Day War,” followed by a period of sustained quiet, though Iran is rumoured to be rebuilding its capabilities. 

The current phase in Gaza is reminiscent of the 60 day Iran negotiation: there is a slim possibility that Hamas might agree to disarm and depart peacefully, but if not, the parties have been clear that combat remains not only an option, but a functional tool for achieving eventual peace.

It is relatively rare that an aggressive dictatorship transforms into a safe and prosperous neighbor, but there are at least two historical examples: Germany and Japan after World War II. In both cases, the previous regime had to be completely defeated and entirely disarmed before reconstruction, much less any hope of a better future. Can one imagine that today’s prosperous, modern Germany would exist if the allies had given the Nazis a role in reconstruction? Can one imagine international partners physically entering Germany to help govern and rebuild, while under the threat of an armed and active Nazi regime?

Photo: Reconstruction in post-war Germany, Berlin, 1949 via Picryl.

Until October 13, Hamas held living Israeli hostages - they were enduring abuse, starvation, and rapidly running out of time. Under these circumstances, Israel entered a deal to return the live hostages immediately, while delaying the deconstruction of Hamas, and the reconstruction of Gaza, until later. Yet in many other respects, the situation in Gaza parallels post-war Germany: before the region can hope to imagine a better future, the existing regime must be disarmed, dismantled and dismissed. The fate of the entire Middle East, and Trump’s “Great Peace,” depend on it.

Daniel Pomerantz is the CEO of RealityCheck, a non-profit charitable organization dedicated to restoring public trust in information. An expert on the Middle East and international law, Daniel also serves as an adjunct professor at Israel’s Reichman University (the “IDC” in Herzliya). Daniel and RealityCheck can be found at www.realitycheckresearch.org or at contact@realitycheckresearch.org.

Your feedback is incredibly valuable to us. Could you please take a moment to grade the article here?

TIPP Curated

Handpicked articles from TIPP Insights & beyond

1. The Left Goes Neo-Confederate On Immigration—Victor Davis Hanson, The Daily Signal

2. Are Americans Better Or Worse Off Since January?—Victor Davis Hanson, The Daily Signal

3. Foreign Journalists Asked Kamala The Questions Americans Wouldn’t—Tim Graham, The Daily Signal

4. Reject Radical Mamdani: NYC Mayor Race Has National Ramifications—Josh Hammer, The Daily Signal

5. Marxism’s Comeback: Why Young Voters Are Embracing Failed Ideology—Mike Gonzalez, The Daily Signal

6. Ukraine – Hail Mary Operation To Unblock Pokrovsk Has Failed—Moon of Alabama, Ron Paul Institute for Peace and Prosperity

7. Too Much Winning? Trump's Favorability Slumps In November As Voters Take Stock—Terry Jones, TIPP Insights

8. Democrats Want Open Borders; Most Americans Don’t—Michael Barone, The Daily Signal

9. Ukraine Says 116 Journalists Killed Since Russia’s Invasion Began—TIPP Staff, TIPP Insights

10. Republican Senators React To Calls To Abolish The Filibuster—Jacob Adams, The Daily Signal

11. What’s Behind Trump’s Warning To Nigeria Over Christian Killings—TIPP Staff, TIPP Insights

12. U.S. Government Shutdown Poised To Become Longest In History—TIPP Staff, TIPP Insights

13. Eric Trump And Freedom Of The (Cider) Press—Joe Thomas, The Daily Signal

14. BACKFIRED: Spanberger’s Preferred Climate Policy Caused 2.1B More Pounds Of CO2 Emissions—Tyler O'Neil, The Daily Signal 

15. Trump Doubts U.S. Will Go To War With Venezuela Amid Rising Tensions—TIPP Staff, TIPP Insights

16. Christian In Nigeria Describes Living ‘Ready To Die’ Amid Violence, Persecution—Virginia Allen, The Daily Signal

17. State Department Employees Responding To National Disasters Face Hardship Amid Shutdown—Elizabeth Troutman Mitchell, The Daily Signal

18. Donald Trump The School Bully—Philip Giraldi, Ron Paul Institute for Peace and Prosperity

19. Huggies Maker Kimberly-Clark Buys Kenvue, Parent Of Tylenol, For $48 Billion—TIPP Staff, TIPP Insights

20. Affordability Concerns Dominate Close Race For Governor In New Jersey—Kevin Mooney, The Daily Signal

21. Texas Congressman Chip Roy Discusses The Filibuster—Jacob Adams, The Daily Signal

22. How The Federal Government Acquired The Power Of Assassination—Jacob G. Hornberger, Ron Paul Institute for Peace and Prosperity

23. When Regulation, Not Capitalism, Creates Fake Jobs—Alexis Sémanne, Mises Wire

24. JPMorgan Says Bitcoin Hashrate Soars To New Record In October—TIPP Staff, TIPP Insights

25. Why Anthropic Says Its Claude AI Is Learning To Reflect Like Humans—TIPP Staff, TIPP Insights

26. Imagining The End: Leary Of Lincoln—David Gordon, Mises Wire

27. Individual Liberty In Libertarian And Conservative Philosophy—Wanjiru Njoya, Mises Wire

28. What To Know About Trump’s Proposed Terms To Give Top Universities Preferential Funding—Elizabeth Troutman Mitchell, The Daily Signal

29. Senate Moves Toward Ending Government Shutdown This Week—TIPP Staff, TIPP Insights

30. Republicans’ Surprising Performances In Key Governor Races—J.T. Young, The Daily Signal

31. Michigan Terror Plot Allegations Raise Questions About FBI Tactics—TIPP Staff, TIPP Insights

32. The Partisan Divide In Sinking US Birth Rates—Chuck Donovan, The Daily Signal

33. How A Glacier The Size Of Philadelphia Vanished In Two Months—TIPP Staff, TIPP Insights

34. Californians Said ‘Hands Off Our Maps.’ Newsom Didn’t Listen.—Hans von Spakovsky, The Daily Signal

35. Johnson Warns Of Democrat ‘Abuse’ If Filibuster Ends, Defends SNAP Policy—TIPP Staff, TIPP Insights

36. Megan Basham Weighs In On America’s Potential Religious Revival—Jacob Adams, The Daily Signal

37. Bill Gates’ New Priorities May Trigger A Seismic Shift In Climate Activism—Tyler O'Neil, The Daily Signal 

38. Forget Rs or Ds: This Is What The 2025 Elections Can Tell Us About The Midterms—Bradley Devlin, The Daily Signal

39. Call To End Filibuster Is A Reflection Of The President’s Anger, Says Mike Johnson—Lorenzo Prieto, The Daily Signal 

40. Reversing A Decades’ Long Trend, Men Are Returning To Church—Timothy Goeglein, The Daily Signal

41. Fetterman Breaks Ranks: Dems ‘Need To Own The Shutdown’—Lorenzo Prieto, The Daily Signal

42. How AI Programming Threatens To Erase Reality—Bill Flaig, The Daily Signal

43. Trump Administration To Pay Half Of SNAP Benefits Amid Shutdown—TIPP Staff, TIPP Insights

44. Strip Clubs, Sex Changes, Rental Aid: What One Lawmaker Found In Medicaid Spending Shocked Him—Fred Lucas, The Daily Signal

45. Trump’s Trip To Asia Signals Second Term China Policy—Helen Raleigh, The Daily Signal

46. Professor Jesús Huerta De Soto’s Acceptance Address At The Casa Rosada—Jesús Huerta de Soto, Mises Wire

47. Friendship And Falling Out Of CS Lewis And JRR Tolkien—Virginia Allen, The Daily Signal

48. Death Threats Against ICE Officers Up By 8,000%, DHS Says—Bethany Blankley, The Daily Signal 

49. Fed Governor Lisa Cook Speaks Out After Trump Firing Attempt—TIPP Staff, TIPP Insights


📊 Market Mood — Tuesday, November 4, 2025

🟧 Futures Retreat
U.S. stock futures fell sharply as investors grew uneasy about economic health and stretched market valuations. The Dow dropped over 300 points in premarket trading, while the S&P 500 and Nasdaq each slipped about 1%.

🟨 Economic Concerns Mount
The U.S. manufacturing index fell to 48.7, signaling contraction for the eighth straight month. With the government shutdown delaying key data releases, policymakers and markets are flying blind on jobs and growth trends.

🟧 Tech in Focus; Palantir Falls
AI spending remains strong after Amazon–OpenAI’s $38 billion deal, but sentiment cooled as Palantir shares dropped despite record profits of $476 million on $1.18 billion revenue. CEO Alex Karp called it a “new era of profitability.”

🟨 Fed’s Mixed Signals
While Chair Powell hinted last week’s rate cut may be the last of 2025, other Fed officials signaled more easing could come in December, keeping rate-path uncertainty high.

🟧 Oil Slides on Supply Fears
Crude prices fell as OPEC+’s modest output hike for December revived oversupply concerns. Brent hovered near $64 and WTI around $60 a barrel ahead of U.S. inventory data.

Market round-up in 5 minutes. We bring you up to speed. Subscribe to TIPP Insights for $99/year.

Subscribe

📅 Key Economic Events — Tuesday, November 4, 2025

🟨 11:00 AM — JOLTS Job Openings (Sep)
Reports the number of job vacancies in the U.S.—a key gauge of labour-market health and future hiring activity.

Access our Featured Stocks and TIPP Top-20 archives — exclusive to paid subscribers. Subscribe now → $99/year.

Subscribe
📧
Letters to editor email: editor-tippinsights@technometrica.com
📰
Subscribe Today And Make A Difference. Consider supporting Independent Journalism by upgrading to a paid subscription or making a donation. Your support helps tippinsights thrive as a reader-supported publication. Contact us to discuss your research or polling needs.

Comments

Latest