Since Dan isn't willing to stick his neck out, I'll communicate the conspiracy theory.
All hypothetical, of course.
The theory is that there is a rogue element in the United States government that operates almost as a parallel state. This rogue element is controlled by a select number of plutocrats in finance, oil, and defense. By 2000, these plutocrats allegedly had taken enough of a stranglehold over the Republican Party under the cover of wedge issues to nominate their own administration led by a patsy, i.e. George W. Bush.
These people theoretically sought only to enrich themselves by any means. In order to do so through the government, they had to control the populace. In order to control the populace, they had to make us believe we were at war.
So they recruited a bunch of Arab patsies to be "terrorists," and conspired with rogue elements in the U.S. military and intelligence establishments to carry out the 9/11 attacks. The events of the last five years were meant to raise the price of oil, increase defense spending, and allow those who knew what was going to happen to make a killing in the markets.
The eventual goal is to loot the riches of the United States of America, and as much of the rest of the world as possible, for themselves, and retain power indefinitely.
The conspiracy theory names Cheney as the criminal mastermind.
So basically, Dan won't come out and say it, but he thinks Cheney and the neocons carried out 9/11, that Osama bin Laden works/worked for them, that all other terror attacks are being carried out by agents of the same cabal in other countries, and that Islamic terrorism does not actually exist.