DAN DUNGACIU: Values, Alliance, and the RISS-GIIS Partnership

Dan Dungaciu, First Vice-President of AUR and Chairman of the Romanian Institute for Strategic Studies (RISS), addresses the opening of RISS in Bucharest, Romania. He reflects on the significance of shared values as the foundation of transatlantic conservative cooperation, drawing a parallel between how established political networks have long organized around common principles. Dungaciu frames the RISS-Gold Institute partnership as a step toward institutionalizing those values through NGOs, foundations, and media infrastructure. He describes the moment as historically significant, noting it marks the first time a U.S. think tank outside traditional institutions has established a presence in Bucharest to advance this model.

Leverage, Not Finality: Trump, Israel, and the Strategic Limits of American Commitment on Iran

Chess pieces representing geopolitical strategy

A great deal of commentary on the U.S.-Israel-Iran confrontation suffers from a basic analytical defect: it treats formal alignment as if it were the same thing as strategic convergence. It is not. States can fight on the same side, strike the same targets, issue the same public language, and still be pursuing materially different wars in their own minds. That, in essence, is the core misunderstanding behind much of the discourse surrounding Donald Trump’s posture toward Iran during this phase of escalation. Too many observers saw operational cooperation and assumed deep unity of purpose. But the evidence, when viewed with greater strategic discipline, points to something more constrained, more conditional, and ultimately more revealing: Trump was never truly committed to the full strategic logic of the most maximalist Israeli view.

This does not mean he was passive. It does not mean he was indifferent. And it certainly does not mean he was unwilling to use force. On the contrary, Trump has always been comfortable with coercion, spectacle, intimidation, and the cultivation of unpredictability as political tools. But there is a decisive difference between being comfortable with coercion and being committed to an open-ended strategic project. There is also a difference between wanting to exert pressure and wanting to carry a war to its furthest logical conclusion. That distinction matters here, because Israel’s core logic toward Iran and Trump’s core logic toward Iran were never identical, even when tactically aligned.

Israel’s position was always anchored in a deeper and more existential framework. For Israel, Iran is not merely another adversarial file. It is not just a bargaining counterpart. It is not one dossier among many in a crowded global portfolio. It is a structural threat embedded in the region’s military, ideological, and proxy architecture. It is a regime whose missile program, nuclear trajectory, regional militia network, and eliminationist rhetoric are all understood in Jerusalem not as abstract challenges but as elements of a long-term strategic danger. That produces a very particular mentality: one that is less interested in cyclical bargaining than in degradation, rollback, deterrence restoration, and, where possible, systemic weakening of the adversary’s capacity to reconstitute power.

Trump’s posture, by contrast, appears to have been narrower from the outset. Even if he was persuaded whether by Israeli arguments, by advisers such as Kushner, or by his own reading of the failure of diplomacy that Iran was not going to yield a grand bargain on attractive terms, that still does not mean he internalized the Israeli end-state. What he seems to have accepted was not the full philosophical premise of a maximalist anti-Iran campaign, but rather a more limited proposition: that pressure had utility, that force could create leverage, and that leverage might produce a political opening that he could eventually convert into a sellable outcome. In other words, he appears to have approached the confrontation less as a civilizational or existential struggle and more as an escalatory bargaining instrument.

That distinction is not semantic. It goes to the heart of how he thinks. Trump’s strategic instinct has never been rooted in ideological patience or in the disciplined pursuit of a historic end-state at high cost. His instinct is transactional. He tends to view pressure as a means of manufacturing negotiating advantage, not as a sacred logic that must be followed regardless of downstream complications. He likes to sit at the top of an escalation ladder while preserving the freedom to climb higher, pause, descend, or suddenly declare victory. He is attracted to optionality far more than to doctrinal consistency. His ideal strategic environment is one in which he can credibly threaten destruction without becoming trapped inside the consequences of total commitment.

This is why the description of his posture as “half-hearted” is often misunderstood. Half-hearted does not mean weak. It does not mean fearful. It does not even necessarily mean restrained in the immediate tactical sense. It means conditional. It means instrumental. It means that his participation in coercive action is not evidence that he shares the full strategic appetite of the more committed partner. A man can authorize force and still be fundamentally uncommitted to where the pure logic of that force would lead if pursued without brakes. That, arguably, is precisely what we are seeing here.

Indeed, one of the clearest indicators of this difference lies in the persistent ambiguity surrounding the American end-state. If Washington had truly and fully embraced the most extreme version of the campaign, if it had fully internalized a logic of exhaustive dismantlement, uncompromising strategic closure, and the elimination of future political pathways with the existing Iranian system, its behavior would almost certainly look different. The rhetoric would be less elastic. The operational logic would be more totalizing. The tolerance for ambiguity would shrink. The preservation of backchannels, pauses, signaling ambiguity, and speculative off-ramps would make far less sense. The entire architecture would move toward finality rather than negotiable pressure.

But that is not what Trump instinctively prefers. Trump prefers pressure with reversibility. He prefers intimidation with personal discretion preserved. He prefers campaigns that can be narrated as strength and then repackaged as diplomacy the moment an opening appears. This is not incidental to his statecraft; it is the essence of it. He is far less interested in a morally purified or historically conclusive struggle than in a politically monetizable sequence of moves. He wants to be able to say: I hit them hard, I made them bend, and I got a deal. Whether that deal is structurally durable is, in many cases, secondary to whether it can be publicly sold as proof of dominance.

That pattern makes the possibility of exploratory ceasefire signals, backchannel feelers, or indirect diplomatic probing entirely plausible at the level of strategic psychology, even if any given report about them is false, exaggerated, or planted. One does not need to authenticate every rumor to recognize that the broader behavioral pattern fits. Trump’s political method has long involved using pressure not as an end in itself, but as a prelude to a transaction he can narrate as a triumph. He wants to remain feared enough to negotiate from strength, but unconstrained enough to stop when the political price of continuation rises or when a face-saving agreement becomes available. In that sense, escalation and negotiation are not opposites in his worldview. Escalation is often the staging ground for negotiation.

This is also why he may be more open than many ideologically driven hawks would be to the prospect of engaging new Iranian leadership if political dislocation inside the system creates such an opening. For Trump, the emergence of a new power configuration in Tehran would not necessarily be assessed primarily through the lenses of revolutionary continuity, institutional ideology, or regime resilience. His instinct is markedly more transactional than doctrinal. If a figure emerging from within the IRGC were to present as pragmatic, disciplined, technocratic in method, and capable of delivering a stable strategic understanding with Washington, Trump would be entirely capable of engaging that figure on functional terms. He is far less concerned with ideological essence than with operational utility. He is not looking for philosophical convergence, moral conversion, or some deep conceptual reorientation of the Islamic Republic. He is looking for a counterpart who can make decisions, enforce outcomes, and sustain a bargain. Trump’s threshold for engagement is not ideological moderation in any meaningful substantive sense. It is functional reliability.

From there, the logic follows naturally: a post-shock reconfiguration in Tehran would be read less as a question of ideological continuity than as a possible opening for a deal reset. New faces, new pressures, new leverage, new signatures. But that is also where the analytical weakness enters. Trump’s recurring analytical error is to assume that sufficiently pressured actors will eventually behave as transactional counterparts in a marketplace of fear. But the Islamic Republic, whatever internal fractures it may contain, is not merely a frightened negotiating unit waiting to be priced correctly. It is an ideological security state with embedded doctrines, internal legitimacy logics, and strategic self-conceptions that do not always bend in proportion to material pain. Pressure matters, certainly. Shock matters. Elite fragmentation matters. But not every regime translates pressure into pliability on the timeline or in the manner a transactional American president may expect.

This, in turn, creates a profound divergence between Israeli and Trumpian horizons. Israel’s strategic class is not naive about negotiation, but its approach to Iran is shaped by a much harder proposition: that even periods of tactical calm can merely mask reconstitution; that ideological hostility is not a temporary bargaining posture; that partial agreements may freeze symptoms while preserving the regime’s deeper strategic drive; and that the costs of underestimating Iran’s adaptive persistence are potentially catastrophic. Trump, by contrast, seems more inclined to believe that if the pressure is sharp enough, the adversary or some successor formation will eventually produce a negotiable outcome that can be claimed as success. That difference is not just about tactics. It is about anthropology. It is about what each side thinks the adversary fundamentally is.

Netanyahu, from this perspective, appears to have understood the asymmetry clearly. Israel could carry much of the campaign logic itself, and had long prepared to do so if necessary, but it still needed the United States for the outer layers of state power that only Washington can provide: strategic deterrent cover, force multiplication, political legitimacy, diplomatic shielding, escalation management, and the psychological weight that comes from America’s participation. Yet acquiring American participation was never the same thing as converting the United States into an Israeli mirror image. It meant obtaining the umbrella, not eliminating the difference in strategic temperament underneath it. Trump could provide protection, credibility, and military mass without truly embracing Israel’s full theory of victory.

That is why one should be careful not to overread American involvement as proof of American maximalism. The United States may have joined, enabled, or underwritten key parts of the campaign, but Trump’s deeper instinct still seems to have been to preserve maneuverability rather than surrender himself to an irreversible war logic. He wanted enough force to shape the board, not necessarily enough commitment to see every implication through to the bitter end. He wanted to retain authorship over the political narrative, including the ability to pivot from bombardment to bargaining without appearing to retreat. He wanted the benefits of confrontation without becoming fully possessed by its strategic absolutism.

Seen from that angle, the apparent lukewarmness is not an inconsistency. It is the core reality. Trump’s posture was never best understood as that of a man marching with ideological conviction toward total strategic closure. It was better understood as that of a man wielding violence as leverage while keeping one eye on the negotiating table, one eye on domestic political presentation, and one hand permanently on the exit door. Israel may have viewed the confrontation as a deep strategic necessity with long historical roots. Trump appears to have viewed it as an intense but still ultimately instrumental pressure campaign; something to dominate, shape, and perhaps later convert into an agreement he could market as proof of his mastery.

That makes his posture neither trivial nor incoherent. It makes it profoundly limited in a very specific way. He was not fighting with the same psychology as Israel, even when fighting beside Israel. He was not animated by the same internal stakes, not governed by the same strategic memory, and not necessarily aiming at the same horizon. His approach was harder than diplomacy, but softer than total war; more coercive than conciliatory, but less committed than ideological hawks would prefer; more interested in leverage than in historical finality.

And that, in the end, is probably the clearest way to understand the entire issue. Trump is not absent from the campaign. He is not detached from its utility. He is not indifferent to its symbolism or to the benefits of demonstrating force. But he was never fully inside Israel’s war in the deepest strategic sense. He is inside a pressure architecture, not a complete end-state architecture. He is inside an escalatory instrument, not a civilizational doctrine. He is inside the logic of conditional coercion, not the logic of uncompromising resolution.

Once that is understood, much else becomes clearer: the ambiguity, the preserved room for negotiation, the possibility of ceasefire exploration, the attraction to a post-shock deal, and the unmistakable sense that America’s role, though formidable, remained fundamentally more reversible than Israel’s own. Trump did not need to be weak to be half-hearted. He only needed to be what he has always been most consistently: a coercive tactician in search of leverage, not a strategist of total commitment.


 

From Bucharest to Washington: A Vision for Strategic Partnership

In an era of intensifying geopolitical competition and threats to democratic sovereignty, the Gold Institute for International Strategy recently concluded a visit to Bucharest, where senior fellows met with members of the Romanian Parliament to strengthen transatlantic cooperation on shared strategic priorities. The visit came at the invitation of the newly established Romanian Institute for Strategic Studies (RISS), which invited Gold Institute representatives to attend its opening based on shared values regarding sovereignty, election integrity, and resistance to globalist overreach.

The Gold Institute delegation included President Eli M. Gold, Vice President of Strategic Affairs Adam Lovinger, and Distinguished Fellows Hon. Derk Jan Eppink MP (Netherlands), MG Mahmoud Hassanin (Egypt), Hon. Rob Roos MEP (Netherlands), and Hon. Geoffrey Van Orden CBE (United Kingdom).

George Simion, President of the Alliance for the Union of Romanians (AUR) and Vice-President of the European Conservatives and Reformists, opened the discussions by advocating for freedom of expression and honest, censorship-free communication as the foundation of Romanian-American relations. He argued that censorship and restricted dialogue actively harm bilateral ties and warned that silencing opposition voices moves a society toward dictatorship, stating that AUR represents the voice of the people and cannot be silenced. Simion praised the RISS-Gold Institute collaboration as deeply valuable to Romania’s strategic interests and emphasized that AUR’s relationship with American conservatives and the current administration is built on political and ideological alignment.

President Eli M. Gold followed by addressing the nature of the US-Romania relationship. He spoke about the distinction between reliance and alliance, arguing that Romania needs to evaluate whether it has a true alliance or merely a reliance on the United States. President Gold emphasized that working with the current administration requires moving toward a genuine alliance, noting that every nation should prioritize its own interests and that a stronger Romania means a stronger America. He also stressed the importance of respecting electoral integrity, warning against invalidating election results for political reasons. With Romania occupying a critical position on NATO’s eastern flank and serving as a crucial Black Sea partner, the partnership carries significant weight for both American and European security architecture.

Dan Dungaciu, First Vice-President of AUR and Chairman of RISS, built on this theme by emphasizing the foundation of the partnership set on values. He argued that conservative alliances must be built on friendship and shared ideological alignment, and called for institutionalizing those shared values through NGOs, foundations, and joint infrastructure that mirror successful Western conservative models. Dungaciu presented the RISS-GIIS partnership as a meaningful step toward building a robust transatlantic conservative network, noting that “the key words are friendship and alliance.”

Discussions focused on troubling patterns of institutional manipulation across Western democracies and specifically elections. Distinguished Fellow Hon. Derk Jan Eppink MP highlighted how the EU steps in and declares election interference or other accusations if the outcome is not satisfactory to them.

Vice President Adam Lovinger expanded on this theme, noting that the deep state has emerged in many democracies including the US. These shared concerns about institutional resistance to democratic accountability resonated strongly with Romanian parliamentarians focused on preserving national sovereignty against both external and internal threats.

Discussions also touched on the European Union’s Digital Services Act (DSA) and its implications for free speech and American interests. Distinguished Fellow Hon. Rob Roos MEP spoke about how judiciary systems in the EU, US, and specifically France and elsewhere have abused the systems to collaborate on censorship, noting how the EU has used the Digital Services Act to suppress free speech and emphasizing that “no privacy, no freedom.”

Hon. Rob Roos MEP highlighted that US lawmakers do not fully understand the DSA and how it will affect American companies and citizens. He noted the need for coordinated efforts between US and European partners to establish shared positions and identify red lines regarding digital regulation that extends beyond national borders.

Discussions also addressed NATO’s role in regional security challenges. Hon. Geoffrey Van Orden CBE emphasized the need to work together and leverage NATO to build more defenses and a united front, underscoring that a stronger NATO remains critical for American and Romanian success.

Hon. Rob Roos MEP connected military strength to economic vitality, speaking about how competing with China and Russia requires a free market, which the EU is currently hurting. He highlighted that economies thrive on small businesses and decentralization, arguing that socialism poses a significant threat. Hon. rob Roos emphasized the importance of ensuring that globalist forces do not maintain their current positions of power, framing the challenge as both military and economic.

The Bucharest meetings established concrete foundations for ongoing US-Romania collaboration. The discussions covered joint advocacy against DSA overreach and similar regulatory threats, coordinated education efforts for US lawmakers on European regulatory developments, strengthened ties between American and Central European reform movements, and enhanced NATO cooperation frameworks. At the heart of these conversations was a shared commitment to mutual respect, freedom of expression, national sovereignty, and democratic integrity.

As the Gold Institute continues this partnership, the focus will remain on practical collaboration that strengthens both American and Romanian strategic positions. In an era where the battles for democratic governance are increasingly fought in regulatory agencies and supranational bodies rather than on traditional battlefields, such partnerships may prove decisive in determining whether nation-states retain meaningful sovereignty or become subjects of unaccountable international bureaucracies.

Monthly Strategy Lunch Series 2026

Monthly Strategy Lunch Series

Invited Keynote Guests

Please note that monthly honored guests and topics are tentative, pending global current events.

January: Tom Homan, Border Czar

February: Director Joe Kent, National Counterterrorism Center

March: Congressman Anthony Gonzales

April: Eric Prince, American businessman, investor, author, and former U.S. Navy SEAL officer.

May: Shafik Gabr, prominent Egyptian businessman and philanthropist

June: Representative Darrel Issa, Congressman from California (R), 48th District, U.S. House Foreign Affairs Committee

July: His Excellency Talal Alrahbi, Oman Ambassador to the United States

September: General Anthony Tata and General Ernest Audino

October: Princess Reema bint Bandar Al Saud, Saudi Arabian ambassador to the United States

November: Regional Ambassadors to Africa

Gold Institute Hosts President Dodik Regarding U.S. – Republika Srpska Relations

The Gold Institute Hosts President Dodik Regarding U.S. - Republika Srpska Relations

 
On the evening of February 4th, the Gold Institute for International Strategy Chairman LTG Michael Flynn and President Eli M. Gold hosted President Milorad Dodik of the Republic of Srpska for a dinner alongside several members of Congress and various business leaders to discuss the current state of his country and to build relationships between Srpska and the United States.
 
President Dodik spoke about his desire to strengthen relations with the United States and particularly the Trump administration. He expressed particular interest in cultivating economic ties, using trade and commerce as a foundation to bring Srpska and the United States closer together.
President Dodik also addressed the negative effects of outside political influence on his country, particularly from the European Union and the previous administration, while welcoming the Trump administration’s efforts to repair the relationship between the two countries and lift sanctions that were placed on Srpska.
 
He concluded by expressing his optimism for the future of the relationship between the United States and Srpska, along with his support for President Donald Trump.
President Dodik addresses attendees.
Acting President Ana Trišić-Babić, Introduces President Dodik.
Opening remarks by LTG Michael Flynn.
Consul General Tatjana Telic shares her perspective with guests.
Gold Institute President Eli Gold converses with President Milorad Dodik.
LTG Michael Flynn, President Milorad Dodik, Gold Institute President Eli Gold
Cara Castronuova interviews LTG Michael Flynn.

Davos Recap

This past week, our President, Eli Gold, traveled to Davos to speak at the Davos Lodge 2026 conference and attended a dinner hosted by the Shafik Gabr Foundation.

At Davos Lodge 2026, Mr. Gold moderated a panel discussion titled “President Donald J. Trump & the United States: 2026 Forecast” alongside ACG Analytics Managing Partner David Metzner and Avant Global, LLC Founder & CEO Demetri Argyropoulos.

Mr. Gold covered the economic outlook for the upcoming year, including trade agreements, domestic manufacturing, and growth expectations. He explored how current Trump Administration political dynamics and policy priorities may reshape the global macro environment, touching on themes including U.S. industrial strategy, fiscal constraints, and shifting trade balances. He also delved into the methods of how Donald Trump operates, exploring his philosophy and the nature of his transactional relationships and how they shape foreign policy, as well as how these forces could translate into changes in capital allocation, cross-border trade, and geopolitical risk.

At Davos Lodge 2026, Mr. Gold moderated a panel discussion titled “President Donald J. Trump & the United States: 2026 Forecast” alongside ACG Analytics Managing Partner David Metzner and Avant Global, LLC Founder & CEO Demetri Argyropoulos.

Mr. Gold covered the economic outlook for the upcoming year, including trade agreements, domestic manufacturing, and growth expectations. He explored how current Trump Administration political dynamics and policy priorities may reshape the global macro environment, touching on themes including U.S. industrial strategy, fiscal constraints, and shifting trade balances. He also delved into the methods of how Donald Trump operates, exploring his philosophy and the nature of his transactional relationships and how they shape foreign policy, as well as how these forces could translate into changes in capital allocation, cross-border trade, and geopolitical risk.

On Monday evening, Mr. Gold and the Institute’s executive director, Melissa Radovich, attended the Shafik Gabr Foundation dinner at the World Economic Forum. Mr. Gold was asked by the Foundation chairman to provide remarks regarding his thoughts on the upcoming midterm elections. He explained that while it will no doubt be an uphill climb for Republicans, he believes they will ultimately win both the House and Senate.

Even though moderate Republicans may be unhappy with their party shifting farther right, they are terrified of the communist ideology of the Democratic left. Concerned by the Democratic party’s continued move toward communism, moderate Republicans will be sure to do what they must to get out and vote.

On the flip side, moderate Democrats are extremely concerned by their own party’s continued leftward shift towards communism. While they may not be happy with the Republican party’s MAGA wing, Mr. Gold forecasts that moderate Democrats will not support the further shift in their party’s ideology. As a result, they will either sit out the election or cross over to vote Republican. He concluded with his optimism that Republicans can overcome their current challenges and win the midterms.

Mr Gold poses a question about the United States relationship with Europe.

Mr Gold delivers his remarks at Shafik Gabr’s dinner

Mr. Gold’s participation at Davos 2026 reinforced the Gold Institute’s commitment to engaging with global leaders on critical issues shaping international strategy and U.S. policy. His insights on the political and economic landscape continue to inform discussions among policymakers and investors navigating an evolving geopolitical environment.

Turning Tariffs into Opportunity. How the Global South Can Reshape U.S. Textile Supply Chains

The report argues that U.S. tariffs, rather than simply raising costs, create a strategic opening to rebuild a more resilient, diversified, and values-aligned apparel supply chain by shifting production from China toward a coordinated Global South network anchored in Bangladesh, Kenya, and Peru under shared labor, environmental, and transparency standards.

The views expressed in this article are those of the author.

Election Integrity Summit, February 19th

Election Integrity Reception, Washington D.C.

Thursday, February 19, 2026 5:00pm Election Integrity Public Reception

Speakers from the election integrity summit, along with their guests, and media are invited for drinks and hourdourves. Leaders from the Election Integrity Roundtable will present results. 

​Location: 601 13th Street NW Washington DC
​Close Hotel: The Marriott Metro at 775 12th Street NW Washington DC

​WHAT’S AT ​STAKE ISN’T JUST THE ELECTORAL SYSTEM BUT THE NATURE OF OUR REPUBLIC AND THE FOUNDATION IT WAS BUILT ON.

Virgina AG Jason Miyares visits the Gold Institute

The Gold Institute hosted an engaging fireside discussion with The Honorable Jason Miyares, Attorney General of the Commonwealth of Virginia. The insightful conversation on critical issues and initiatives that Attorney General Miyares has been passionately leading.

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