-We discussed on Friday’s show that @AaronSiriSG just won a massive lawsuit requiring the FDA to turn over the Pfizer shot trial data that they wanted to hide for 75 years (until all of us were dead).
--Aaron was on the Dark to Light podcast with @tracybeanz this morning (Monday) and you will want to watch/listen:
x.com/tracybeanz/sta…
Religion:
-The Cathedral du Notre Dame was reopened with a ceremony over the weekend. Many world leaders were in attendance (not Joe), but the beautiful restoration of a very old testament to our God is far more important than those humans.
--It looks spectacular. The demons won a battle when they burned it, but they will not win the war.
--Here is a video of Amazing Grace being sung at the opening ceremony. Take a moment to watch/listen:
x.com/MTGrepp/status…
--Here’s a video view of the architecture:
x.com/kylenabecker/s…
Markets/economics:
-I finally watched the documentary The Forecaster over the weekend, and I highly recommend it.
--While it focuses on Martin Armstrong and one of the early Deep State prosecutions of him (for proving their fraud), it also goes into deep detail into the creation of Socrates, his forecasting platform that has called many global market-moving events down to the minute.
--His story is part of what is informing one of my upcoming long-form posts & podcasts, so if you want to get ahead of the game you can watch it here:
theforecaster-movie.com
-On another macro point, there are many out there who are upset that Trump picked a former Soros financial guy for the Treasury spot.
--The more I read about this guy and his comments, the more that I realize he’s one of a very, very, very small number of people who understand the conundrum that Trump is walking into economically.
--Bessent gets it, and he gets the complex relationship between the USD, debt doom loop, tariffs, and bond & stock market implications. Few do.
--It’s also important to understand the difference between Soros political actions (which are actually part & parcel to the US State Dept), and his investment house.
--Bessent didn’t work for the Soros political dirty work department - he worked for the money making department.
--Few are willing to understand this yet, but the Soros political dirty work isn’t funded by Soros money - it’s funded by US taxpayers.
--I hope that DOGE gets this.
-All of the major US markets ended today (Monday) in the red, including both gold and oil. It’s being blamed on a -2.55% decline in NVDA shares today, which is being blamed on a new China antitrust probe.
-The USDJPY currency pair has edged up a bit more, now at $151.33
-The MOVE index (bond market volatility) is still in “safe” territory at $85.63
Business:
-The US Department of Labor is investigating Hello Fresh for allegedly using illegal immigrant children for labor at a cooking and packaging facility in the Chicago area.
x.com/WallStreetApes…
-A Federal Judge in Texas has rejected Boeing’s plea deal with the DOJ in the suits regarding the 737 MAX crashes.
--The Judge said that it inappropriately tied the judge’s hands by adding diversity requirements to the outside monitor who would oversee legal compliance for the company.
-Eli Lilly has approved $15bn in share buybacks and raised its dividend.
-Oracle (led by Trump-supporter Larry Ellison) missed Q2 revenue targets. Headlines are out about its share price falling, but nearly all share prices were falling today.
-There are some articles out discussing a potential Mondelez takeover of Hershey (both are confectionary companies).
--I don’t know if this makes me cynical or an optimist, but I don’t personally think a Trump administration would let a European brand take over an iconic American chocolate company like Hershey.
--Full disclosure: I did some work for Hershey brands during my time at Omnicom.
-AMD (Semis) stock has been downgraded by BoA, citing competitive threats.
--Aaron was on the Dark to Light podcast with @tracybeanz this morning (Monday) and you will want to watch/listen:
x.com/tracybeanz/sta…
Religion:
-The Cathedral du Notre Dame was reopened with a ceremony over the weekend. Many world leaders were in attendance (not Joe), but the beautiful restoration of a very old testament to our God is far more important than those humans.
--It looks spectacular. The demons won a battle when they burned it, but they will not win the war.
--Here is a video of Amazing Grace being sung at the opening ceremony. Take a moment to watch/listen:
x.com/MTGrepp/status…
--Here’s a video view of the architecture:
x.com/kylenabecker/s…
Markets/economics:
-I finally watched the documentary The Forecaster over the weekend, and I highly recommend it.
--While it focuses on Martin Armstrong and one of the early Deep State prosecutions of him (for proving their fraud), it also goes into deep detail into the creation of Socrates, his forecasting platform that has called many global market-moving events down to the minute.
--His story is part of what is informing one of my upcoming long-form posts & podcasts, so if you want to get ahead of the game you can watch it here:
theforecaster-movie.com
-On another macro point, there are many out there who are upset that Trump picked a former Soros financial guy for the Treasury spot.
--The more I read about this guy and his comments, the more that I realize he’s one of a very, very, very small number of people who understand the conundrum that Trump is walking into economically.
--Bessent gets it, and he gets the complex relationship between the USD, debt doom loop, tariffs, and bond & stock market implications. Few do.
--It’s also important to understand the difference between Soros political actions (which are actually part & parcel to the US State Dept), and his investment house.
--Bessent didn’t work for the Soros political dirty work department - he worked for the money making department.
--Few are willing to understand this yet, but the Soros political dirty work isn’t funded by Soros money - it’s funded by US taxpayers.
--I hope that DOGE gets this.
-All of the major US markets ended today (Monday) in the red, including both gold and oil. It’s being blamed on a -2.55% decline in NVDA shares today, which is being blamed on a new China antitrust probe.
-The USDJPY currency pair has edged up a bit more, now at $151.33
-The MOVE index (bond market volatility) is still in “safe” territory at $85.63
Business:
-The US Department of Labor is investigating Hello Fresh for allegedly using illegal immigrant children for labor at a cooking and packaging facility in the Chicago area.
x.com/WallStreetApes…
-A Federal Judge in Texas has rejected Boeing’s plea deal with the DOJ in the suits regarding the 737 MAX crashes.
--The Judge said that it inappropriately tied the judge’s hands by adding diversity requirements to the outside monitor who would oversee legal compliance for the company.
-Eli Lilly has approved $15bn in share buybacks and raised its dividend.
-Oracle (led by Trump-supporter Larry Ellison) missed Q2 revenue targets. Headlines are out about its share price falling, but nearly all share prices were falling today.
-There are some articles out discussing a potential Mondelez takeover of Hershey (both are confectionary companies).
--I don’t know if this makes me cynical or an optimist, but I don’t personally think a Trump administration would let a European brand take over an iconic American chocolate company like Hershey.
--Full disclosure: I did some work for Hershey brands during my time at Omnicom.
-AMD (Semis) stock has been downgraded by BoA, citing competitive threats.
Geopolitics:
-The professional Pro-EU agitators who were flown into Georgia were back at it in force over the weekend, but the nation’s security forces weren’t having it and pushed back against them hard.
x.com/GabeZZOZZ/stat…
-France has moved to tax unrealized gains on Bitcoin investments.
-After the fall of Syria & Assad, the nations of Germany, Greece, and Austria have declared they will stop processing asylum claims from Syrians.
Social dynamics/societal/culture war/Legal:
I took the rugrats to see Moana 2 over the weekend. I would probably not feel this way had I not become a father, but I would put Moana 1 and 2 on my Top 10 list of movies.
Amidst a sea of anti-innocence and anti-self-reliance/resilience propaganda that infects movies today, both installments of Moana are a great countervailing wind.
If you have kids, especially a daughter(s), it’s great.
Conspiracy-y:
We provided a few interviews above regarding the plans & hidden hand of the NeoCons in Syria, and there was a question about Julian Assange that I couldn’t get out of my head last night that belongs in this section.
Earlier this year, Tucker Carlson made very public statements (several times, in several different interviews) about Mike Pompeo plotting to have Assange killed while he was in the Ecuadorian embassy. And that made me wonder…why?
It’s not widely known, but before he and WikiLeaks released Vault 7 (the agency’s hacking toolkit), Assange offered a deal to former FBI Director James Comey to prevent its release.
I can’t remember the specifics, but I believe that deal would have put the true attribution of the “DNC hack” (that wasn’t really hacked) on the record and provided the evidence of what really went down.
James Comey refused to accept the evidence, and Vault 7 was released.
So the question deserves to be asked: Pompeo and the agency would likely have the biggest beef with Assange over Vault 7. But if Assange offered it to Comey in advance saying he wouldn’t release it but Comey refused…
Why would Chubby Kansas be after Assange rather than Comey?
White Pill:
Here’s a picture of Daniel Penny enjoying a beer with his lawyers today post-acquittal. As a Marine, this is the 2nd crucible that he’s walked, and this is the 2nd one that he’s persevered.
One of the more well-earned beers of the decade:
(Pic won't display on X but is in the Sub post)
Macro takeaways/lessons for the week:
-The jury sided with Daniel Penny, against CNN/Tapper, and against DA Fani. Oh how the turn tables.
-It wasn’t long after the Oresnik was launched against UKR and changed the game in that theatre that AQ and ISIS suddenly became able to take the entire nation of Syria in a few days. But most people aren’t ready to fully appreciate the “war isn’t meant to be won, it’s meant to be continuous” aspect of our current 1984 NeoCon-run world quite yet.
-You may see Soros as an IRL version of Dr. Evil, and I won’t disagree with you on that. But the man has a history of hiring some of the best financial, trading, and econ minds the world produces. Sometimes to beat the wolf, you must learn to think like the wolf.
Implications:
Many have been remarking about the massive “sigh of relief” and “vibe shift” since Trump won the election. Many still have a bit of apprehension, expecting the NeoCons, Deep Staters, and other nefarious types to pull something out of their sleeve to prevent, obstruct, or otherwise ruin the path back to prosperity.
There are several potential attack vectors that we’ve mentioned today that are worth keeping an eye on.
Keep the resolve and stay resilient. Remember the Bannon mantra: “You didn’t think they’d give your country back to you without a fight, did you?”
This thing is worth saving, so keep the ball moving forward no matter what they throw at us.
The Weekly Read (Monday):
The Book of Acts
-The professional Pro-EU agitators who were flown into Georgia were back at it in force over the weekend, but the nation’s security forces weren’t having it and pushed back against them hard.
x.com/GabeZZOZZ/stat…
-France has moved to tax unrealized gains on Bitcoin investments.
-After the fall of Syria & Assad, the nations of Germany, Greece, and Austria have declared they will stop processing asylum claims from Syrians.
Social dynamics/societal/culture war/Legal:
I took the rugrats to see Moana 2 over the weekend. I would probably not feel this way had I not become a father, but I would put Moana 1 and 2 on my Top 10 list of movies.
Amidst a sea of anti-innocence and anti-self-reliance/resilience propaganda that infects movies today, both installments of Moana are a great countervailing wind.
If you have kids, especially a daughter(s), it’s great.
Conspiracy-y:
We provided a few interviews above regarding the plans & hidden hand of the NeoCons in Syria, and there was a question about Julian Assange that I couldn’t get out of my head last night that belongs in this section.
Earlier this year, Tucker Carlson made very public statements (several times, in several different interviews) about Mike Pompeo plotting to have Assange killed while he was in the Ecuadorian embassy. And that made me wonder…why?
It’s not widely known, but before he and WikiLeaks released Vault 7 (the agency’s hacking toolkit), Assange offered a deal to former FBI Director James Comey to prevent its release.
I can’t remember the specifics, but I believe that deal would have put the true attribution of the “DNC hack” (that wasn’t really hacked) on the record and provided the evidence of what really went down.
James Comey refused to accept the evidence, and Vault 7 was released.
So the question deserves to be asked: Pompeo and the agency would likely have the biggest beef with Assange over Vault 7. But if Assange offered it to Comey in advance saying he wouldn’t release it but Comey refused…
Why would Chubby Kansas be after Assange rather than Comey?
White Pill:
Here’s a picture of Daniel Penny enjoying a beer with his lawyers today post-acquittal. As a Marine, this is the 2nd crucible that he’s walked, and this is the 2nd one that he’s persevered.
One of the more well-earned beers of the decade:
(Pic won't display on X but is in the Sub post)
Macro takeaways/lessons for the week:
-The jury sided with Daniel Penny, against CNN/Tapper, and against DA Fani. Oh how the turn tables.
-It wasn’t long after the Oresnik was launched against UKR and changed the game in that theatre that AQ and ISIS suddenly became able to take the entire nation of Syria in a few days. But most people aren’t ready to fully appreciate the “war isn’t meant to be won, it’s meant to be continuous” aspect of our current 1984 NeoCon-run world quite yet.
-You may see Soros as an IRL version of Dr. Evil, and I won’t disagree with you on that. But the man has a history of hiring some of the best financial, trading, and econ minds the world produces. Sometimes to beat the wolf, you must learn to think like the wolf.
Implications:
Many have been remarking about the massive “sigh of relief” and “vibe shift” since Trump won the election. Many still have a bit of apprehension, expecting the NeoCons, Deep Staters, and other nefarious types to pull something out of their sleeve to prevent, obstruct, or otherwise ruin the path back to prosperity.
There are several potential attack vectors that we’ve mentioned today that are worth keeping an eye on.
Keep the resolve and stay resilient. Remember the Bannon mantra: “You didn’t think they’d give your country back to you without a fight, did you?”
This thing is worth saving, so keep the ball moving forward no matter what they throw at us.
The Weekly Read (Monday):
The Book of Acts
I’ve spoken several times in the weekly and other podcasts here that I’ve been reading The Bible front to back. It just so happens that I’m currently in The Book of Acts, which describes the early work of the Apostles and the formation of the early Church.
If you’ve not read it in quite some time, you may not remember that Antioch, Syria was the location of the first Church that was set up by the Apostles, and the very first place where the disciples were described as Christians.
Acts 11:25/26 - “Then Barnabas went to Tarsus to look for Saul, and when he found him, he brought him to Antioch. So for a whole year Barnabas and Saul met with the church and taught great numbers of people. The disciples were called Christians first at Antioch.”
Links mentioned in the show:
Intro & Outtro music: Blind by Mike Amabile and Run Over Twice
open.spotify.com/track/6SG99nL3…
Biden’s Build Back Never
(Infographic won't display on X but is in the Sub post)
If you’ve not read it in quite some time, you may not remember that Antioch, Syria was the location of the first Church that was set up by the Apostles, and the very first place where the disciples were described as Christians.
Acts 11:25/26 - “Then Barnabas went to Tarsus to look for Saul, and when he found him, he brought him to Antioch. So for a whole year Barnabas and Saul met with the church and taught great numbers of people. The disciples were called Christians first at Antioch.”
Links mentioned in the show:
Intro & Outtro music: Blind by Mike Amabile and Run Over Twice
open.spotify.com/track/6SG99nL3…
Biden’s Build Back Never
(Infographic won't display on X but is in the Sub post)