Former BlackRock fund manager Ed Dowd on the ~6 MILLION Americans disabled by the Covid jabs

Dollar making a new 52 week high today. $DXY

After the New Fed chairman has first FOMC meeting.

Private Credit & Private Equity:

The shadow banking system equity is getting smoked.

The marginal credit creator of the last 2 years is effectively frozen.

The aging faster canard for the uptick in cancer for younger ages is now being pushed down under.

https://phinancetechnologies.com/HumanityProjects/US%20CDC%20Cause%20of%20death%20Project%20-%20Neoplams%20Deaths%2015-44.htm

A man in Barnstable MA speaking on illegal immigration:

Brings to mind the Quote from Aleksandr Solzhenitsyn:

“The most terrifying force of death comes from the hands of men who wanted to be left alone. They try, so very hard, to mind their own business and provide for themselves and those they love. They do not ask for much. Just to be left alone. But when they are pushed too far, when their families, their homes, their livelihoods, or their way of life is threatened… they become the most dangerous force on earth.”

Updated Cancer New Patient Search Index

Even steeper than 6 mos ago. Something is up... and it has a pedigree linked to Week 14 of 2021.

The first phase was a mild uptick of around 10 - 40%
The second phase began in Oct 2025 and is extraordinary. This also showed 6 months ago - so it is not Google Trends data adjusts.

Japanese yen sinks to weakest level since 1986, keeping intervention risks in focus

https://www.cnbc.com/2026/06/30/japan-yen-falls-lowest-level-since-1986-dollar-intervention-risk.html?__source=iosappshare%7Ccom.atebits.Tweetie2.ShareExtension

Conspiracy theorists rack up another win.

Interesting take from a real estate agent.

Sellers are getting desperate and buyers are smelling blood in the water 🩸

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RFK Jr. Announces He's Ending Emergency Liability Protection For COVID-19 Vaccine Makers

https://www.zerohedge.com/covid-19/rfk-jr-announces-hes-ending-emergency-liability-protection-covid-19-vaccine-makers

Alex Karp of Palantir just exposed what has been bubbling under the surface.

The large enterprise customers of AI are hitting the pause button due to data safety issues.

Downstream of that demand pause is AI capex. The Second derivative of pick and shovel guys is about to slow and with it stock momentum.

World's Largest Data Center Campus On Verge Of Collapse After Blackstone Unexpectedly Pulls Out

https://www.zerohedge.com/technology/worlds-largest-data-center-campus-verge-collapse-after-blackstone-unexpectedly-pulls-out

“We have an AI bubble.”

Edward Dowd just revealed an uncomfortable truth about AI data center spending.

GDP growth for Q4 2025 came in at 0.7%.

But …

“If you back out the data center AI GDP number, about 1.5%, which doesn’t really add to the labor force, we were negative GDP.”

AI capital expenditure has been “driving a lot of the GDP, and especially Nvidia.”

But Dowd warns that that’s about to change.

“AI CapEx is gonna be rolling over very soon.”

“We just made the power complex that much more expensive.”

“We don’t have enough electricity and water to fund all this CapEx for AI.”

“It’s already starting to show signs of cracking because the debt markets are questioning the ROI on the whole complex.”

“There’s not enough revenue to support this CapEx spend.”

Moderna reported 102 deaths in the mRNA group. mRNA products are not only not safe and not effective - they’re are often dangerously harmful and sometimes lethal. Full article

https://www.thekingstonreport.com/p/despite-over-100-deaths-in-modernas

BREAKING: Fed Reserve working paper suggests Biden illegal immigrant wave drove up home prices 30%

https://justthenews.com/government/security/fed-reserve-working-paper-suggests-biden-illegal-immigrant-wave-drove-home?utm_source=mux&utm_medium=social-media&utm_campaign=social-media-autopost

NSW, Australia has introduced a bill to allow dead people to be turned into compost, which is designed to be used in agriculture.

They claim it’s because they’re “running out of room” to bury people. Instead, they’ll be feeding dead people to everyone through the soil, I guess.

Went to 4th of July party on the beach Saturday and met new people.

One woman after introductions says: “You look like you could be a cult leader.”

Me: “Thank you?”

I guess having a cross around one’s neck hits folks differently. 🤣😂

Lindsey Graham dies of ‘aortic dissection,’ preliminary medical report says - The Washington Post

https://www.washingtonpost.com/politics/2026/07/12/lindsey-graham-longtime-south-carolina-senator-dies-71/

The COVID Reckoning That Never Came

https://www.zerohedge.com/covid-19/covid-reckoning-never-came

“2019 prices aren’t coming back.”

Edward Dowd just warned that inflation is about to come roaring back.

“Food.”

“Gasoline.”

“Electricity.”

“Eventually, this turns into a full-blown recession.”

“That’s going to cause demand destruction in other things.”

“We’ve got inflation in things that you need.”

“And we’re gonna have deflation in things that you don’t need, like expensive homes and stock prices.”

“So the asset markets are going to eventually go down, because the credit cycle is rolling over.”

“And the consumer already has high delinquency rates on credit cards and auto loans.”

“It’s already hitting mortgages.”

“I suspect the Fed will do nothing at their next FOMC meeting.”

“They’ll pause, citing inflationary pressures.”

“That’ll make credit even more tight.”