Sunday, August 9, 2026

Missile Umbrella Has Vanished

 Anticipating Rain,


  You may recall that my working hypothesis is that global real economy correlates 90% with oil use and that crude + condensates peaked at the end of 2025, after a prior peak at end of 2018, and the peak of conventional-oil in 2005, so global real economy is tipping over into terminal contraction..
  If this is the case, then the Hormuz & Ukraine wars can provide a convincing narrative for why oil is short, but nothing can make global net oil supplies increase. We are tracking my hypothesis against history-unfolding. The current arrangements in the Mideast, with Israel as surrogate-hegemon and Iran as rival are already doomed by Iran's accurate and powerful missiles, against which Israel and the US can not defend, having nearly exhausted their expensive defensive missiles, which may be replaced by factories in a couple of years.
  Energy and mineral resources, and routes, are now hotly contested, going into this decline. Any powerful group would choose to force economic decline upon competitors, and to be relatively spared. Russia is just trying to defend all those vast resources with a modest population. 
  Western banking & finance really want all of that, as well as all of  the oil and gas in the mideast, because they are facing financial collapse due to debts growing exponentially, while physical wealth has stalled and is going into contraction.
  Iranian power elites have decided to contest for primacy in the Mideast, first peeling oil-rich neighbors away from a hegemony that can't defend them, then making hegemonic presence unprofitable for the retiring-hegemon, which can just leave the region... 
  I presume that Iran will then duel-to-the-death with "Israel", and that death will be the main winner, but I could be wrong again. We'll see. I still have not seen convincing evidence that the original Bibi Netanyahu is alive since early March of this year. What I have seen looks like AI and/or a less-intelligent body-double with different movements and blander facial expressions.
  If Israel does bomb Iran without US coordination or approval, and knows that there will be a counter-attack, would they not highly consider nuclear annihilation? What other chance of victory do they have in this war of attrittion? If Iran, China, Russia, Turkey the US, Saudi Arabia, Pakistan and Egypt anticipate this, what might they be doing now to prepare?

  Fabio Vighi's March 17 essay is aging well:  The Programmable Crisis: Iran and the Financial Regime Change
The next economic downturn will not just be managed with more money printing. It will be programmed directly into the money itself. Major geopolitical crises rarely operate only at the level of military strategy. They also reshape the economic and institutional frameworks through which societies are governed. Public attention focuses on the visible drama of conflict, while deeper financial and monetary transformations unfold largely outside the field of political debate...
​..In a highly indebted economy, a sustained oil shock behaves less like traditional inflation and more like a tax on consumption. As rising energy costs absorb a larger share of household income, discretionary spending collapses. Corporate revenues fall while input costs rise, leaving heavily leveraged firms and households struggling to service debt. The result is not necessarily sustained inflation but the risk of a debt-deflation spiral — a dynamic visible in the months preceding the 2008 financial crisis. This economic crisis scenario makes the existing mountain of US public and private debt much harder to manage, creating a powerful incentive for radical financial solutions.​..
​..Historically, major shifts in monetary systems have often occurred during periods of crisis. Wars, financial collapses, and geopolitical shocks create the conditions under which previously unthinkable policies suddenly become possible. Moments of emergency suspend normal constraints, allowing governments and central banks to reorganise financial structures in ways that would be politically impossible during stable periods. The collapse of the Bretton Woods gold-dollar system in the early 1970s is a clear example: a monetary regime that had defined the post-war world was quietly replaced in the midst of geopolitical and financial turbulence. In other words, the escalation of the Middle East conflict could allow the US to legitimise tools for:
​  Digital Debt Monetisation: a government-aligned digital dollar infrastructure could allow for the direct distribution of stimulus and the purchasing of government debt, bypassing traditional banking system constraints and political gridlock.
​  Direct Economic Control: a programmable, centrally managed digital currency platform gives authorities unprecedented levers to influence spending, saving, and capital allocation during a crisis. Money is no longer just a store of value; it can become “money with an expiry date,” programmed to devalue or vanish if not spent in a certain way.
​  Maintaining Dollar Hegemony: integrating private stablecoins into the official system can be a way to co-opt and regulate the crypto space, ensuring the next generation of digital money remains dollar-denominated and under US oversight, rather than shifting to a decentralised alternative.
​  The significance of the above resides not simply in digitising money but in embedding rules directly into the monetary unit itself. Traditional monetary policy operates through interest rates, bank lending, and financial markets. Programmable digital money, by contrast, allows policy to be transmitted directly to households and firms through the design of the currency itself, determining when it can be spent, where it can circulate, and under what conditions it retains value.​..
​..Political power in modern societies is increasingly exercised through infrastructure rather than through overt legislation. Payment systems, settlement networks, and financial protocols determine what kinds of economic actions are possible and which are not. Because these systems are technical and largely invisible to the public, changes to them rarely provoke the kind of political scrutiny that accompanies formal policy decisions. Yet once such infrastructure is in place, it effectively sets the parameters within which future policy must operate. In that sense, the construction of digital monetary rails is not merely a technological upgrade; it is the creation of a new field of economic governance.​..
..Crucially, the emerging system is unlikely to be a purely state-run digital currency. Instead, it appears to be evolving as a hybrid architecture in which private stablecoin issuers, exchanges, and fintech platforms operate on top of central bank settlement infrastructure. In this model, the state controls the monetary base and regulatory perimeter, while private actors control the interfaces through which money is used. The architecture achieves what politics alone could not: participation becomes structurally unavoidable.​   https://www.defenddemocracy.press/the-programmable-crisis-iran-and-the-financial-regime-change/

​  BREAKING: Tether purchased +14 tonnes of gold in Q2 2026, bringing total holdings to a record 146 tonnes, now worth ~$18.8 billion. This follows gold purchases of +53 tonnes between Q3 2025 and Q1 2026. Tether’s gold holdings have more than doubled since Q1 2025, while their value has nearly tripled over the same period. This makes the company the largest known private holder of gold outside of central banks and governments.​   https://xcancel.com/KobeissiLetter/status/2085401147901202634

IRGC Strikes 'Hostile Targets' In Hormuz As Iran Declares Oman Deal Bans US Vessels From Strait​   https://www.zerohedge.com/geopolitical/yemen-war-reignites-houthis-intensify-saudi-shipping-attacks-ground-assault-amid

​With naval gunnery from battleships, perhaps, Mr. President? Trump Warns Iran to Open Hormuz or Get ‘Hit Very Hard’   https://english.aawsat.com/world/5303534-trump-warns-iran-open-hormuz-or-get-%E2%80%98hit-very-hard%E2%80%99

Not just a threat: Iran threatens to hit Gulf states if US launches new strikes   https://www.arabnews.com/node/2653568/middle-east

  These are the missiles that go up into space to intercept ballistic missiles before they accellerate in descent: U.S. Used Nearly 80% of THAAD Interceptors During Iran Conflict, Pentagon Stockpiles Run Low   https://www.thedefensenews.com/US-Used-Nearly-80-of-THAAD-Interceptors-During-Iran-Conflict-Pentagon-Stockpiles-Run-Low/

  I am generally against scapegoating whipping-boys, but... Trump grills Hegseth -- The US president reportedly accused the secretary of war of providing misleading information about the state of the country’s munitions stockpiles   https://web.archive.org/web/20260806120614/https://www.rt.com/news/643928-trump-hegseth-weapons-stockpiles-drain/

​  Trump Threatens ‘Leakers’ With Jail Time Over Reports About Munitions Shortages
The president also denied a report from The Washington Post that said he lashed out at Pete Hegseth over the depletion of US military stockpiles​   
https://news.antiwar.com/2026/08/06/trump-threatens-leakers-with-jail-time-over-reports-about-munitions-shortages/

Joint Chiefs Chair Pushing For Iran War Off-Ramp, Warning Escalation Will Backfire​   https://www.zerohedge.com/geopolitical/joint-chiefs-chair-pushing-iran-war-ramp-warning-escalation-will-backfire

​  Gold & Geopolitics, Daily digest: 2026-08-09
Two Saudi Aramco sites burned overnight - the Berri gas plant near Jubail and the Jizan refinery - with Yemen's armed forces publicly claiming the Jizan drone strike, days after Riyadh signed a collective-defence pact with Pakistan and Turkey
​   Tehran meanwhile put a number on Hormuz: nine conditions including $300bn compensation and a 7% transit fee, while Israel told CENTCOM it is preparing to attack Iran alone as the US Joint Chiefs chair hunts an off-ramp
​  Everything else - gold's central-bank bid, silver's vault drain, AI capex credit - moved along its existing track with fresh numbers attached.​..
​..Iran's Hormuz reopening terms formalised: nine conditions, $300bn, and a transit fee. The list includes an end to the naval blockade, US withdrawal from the region, $300bn in war compensation, sanctions relief, asset unfreezing, a ban on US and Israeli vessels, up to 7% cargo transit fees and a 20% violation toll (HormuzReport). SNSC Secretary Zolghadr's version of the conditions per NicoleGrajewski and OSINTtechnical; covered by zerohedge.
​  Israel informs CENTCOM it will strike Iran without US approval. Per Israeli Channel 13, the IDF told Adm. Brad Cooper that Israel needs neither approval nor support and is "currently making preparations to start the war" (HormuzLetter). The trigger: US Gen. Dan Caine is "looking for a way out" and does not believe another air campaign helps (HormuzLetter, HormuzReport, Osint613, zerohedge).​..
​..Israel goes alone: interceptor stocks low, US stockpiles "troubling", CENTCOM commander flies home
Netanyahu's calculus is read as political rather than strategic - October elections, and a strike on Iran as the last card (HormuzReport). 
​  The counter-argument, from an OSINT account tracking the actual air picture: Israel has yet to show it can strike Iran without US SEAD plus active US/French/UK defence of Israel, and Iranian retaliation would land while Israeli interceptor stocks are critical (MenchOsint). 
​  CENTCOM commander Adm. Cooper left the region after a short Bahrain-UAE-Israel tour (MenchOsint).​..
  ..Strip out computer equipment, software and R&D and roughly 92% of the US economy is growing at about 1%, with a downward trajectory (themarketear, DonDurrett).    https://no1sdailydigest.substack.com/p/daily-digest-2026-08-09

  ​Gold & Geopolitics, Daily digest: 2026-08-08
Two things actually moved: July payrolls printed -23K against an +80K consensus with 103K revised away from May/June, and Washington conceded it will lift the naval blockade of Iranian ports once an Iran-Oman Hormuz framework landsIran keeping sovereign control, vessel bans and fees. 
​  Metals took the payroll print and ran, gold posting its best week since January per multiple desks. 
​  Everything else is continuation with real advances: the Mecca Accord got signed the same day another Marib camp got hit, Russian forces closed the western flank at Orikhiv, and the AI credit market started pricing something the equity market isn't
. US agrees to lift the naval blockade on Iran as part of the Hormuz framework. HormuzReport details the emerging terms: Iran retains full sovereign control over inbound traffic, bans US/Israeli/hostile vessels, and may charge up to 7% of cargo value. Corroborated by zerohedge and DropSiteNews, both citing Reuters.​..
​..Hormuz: Washington concedes the blockade, Tehran adds compensation to the price​ -  zerohedge timed the leak precisely — Reuters bullet points hitting minutes before the close, US official saying progress with Oman, deal expected soon, blockade lifted once commercial shipping is restored "without impediments."
​  Subsequent US action is "performance-based and tied to Iran's implementation" (DropSiteNews) — which is how you write a deal you expect to be broken.
​  Tehran's price keeps rising. The mayor of Tehran: nations that threatened Iran have no right to use the strait until compensation is paid, and transit depends on sanctions relief (zerohedge)​...
​..Physical oil is not behaving like a deal is imminent. US imports of Saudi crude hit zero in July — first full month since 1985, down from 800kb/d in March, with Venezuela at ~600kb/d filling the hole (KobeissiLetter)...
​..Saudi Arabia, Turkey and Pakistan signed a NATO-style mutual-defence treaty with an Article 5-equivalent clause. (IranObserver0, zerohedge); formally named the Mecca Agreement (MilitarySummary, wmiddelkoop).​..
​..Mecca Accord signed as Saudi interceptor stocks run dry — and Marib gets hit the same day​ - The number underneath the treaty: Saudi Arabia burned 86% of its 2,800 US Patriot PAC-3 interceptors in the first 38 days, leaving ~400 by April. The US itself has spent ~65% of its Patriot interceptors between February and July — under 850 left, from 2,330 (HormuzLetter, citing Reuters/CSIS).
​  That is the actual reason three countries signed a mutual-defence pact. Gulf states no longer believe the US umbrella exists.
​  Iranian MP Ebrahim Rezaei's response: "a paper agreement with Turkiye and Pakistan will not bring them security, just as years of one-sided nursing to the Americans did not" (MilitarySummary). zerohedge notes Iranian and Israeli officials both calling Saudi Arabia a paper tiger — rare agreement.
​  Human cost, layer one: the Houthis conducted a large-scale attack on Saudi-backed government forces killing "hundreds" of troops, and struck Najran in southwestern Saudi Arabia (zerohedge, citing BBG). A separate Houthi drone attack in Marib killed three government fighters and wounded four per AFP (ILRedAlert)...​  
​..Chairman of the Joint Chiefs Gen. Dan Caine is privately pushing for an off-ramp from the Iran war. CNN reports he has made this clear to other top Trump advisers over recent weeks; picked up by Megatron_ron.​ ...
​..Yen plumbing: FIMA repo opened to Japan, and euros sold without telling the ECB​ -  DonDurrett lays out the mechanism plainly: the Fed, at Bessent's request, opened the FIMA repo facility to Japan. Instead of selling Treasuries, Japan pledges them as collateral to borrow printed dollars to buy yen. In theory Japan repurchases and pays interest. In practice it can decline and keep the dollars.
​  The uglier half, single-source but specific: the US sold euros to buy yen without notifying the ECB until after the trade settled, with senior ECB officials calling it "an unprecedented breach of longstanding conventions" (matrbk). Selling dollars would have contradicted the stated strong-dollar policy; selling a European asset did not.
​  The stated reason to intervene at all is the Treasury market, not Japan: Japan is the largest foreign holder of USTs, and forced selling into a 30-year near 5.28% is the outcome nobody can price.​   
https://no1sdailydigest.substack.com/p/daily-digest-2026-08-08

  Gold & Geopolitics, Daily digest: 2026-08-07
The Hormuz "deal" didn't just stall - it detonated: Iran struck two US-escorted tankers in the Oman corridor within hours of Trump claiming an agreement was "coming together," and Saudi crude exports to the US hit zero for the first time since 1985. 
​  Yemen delivered its deadliest day in three years while Riyadh braces for a coordinated Houthi-Iraqi-IRGC strike, and the US arsenal story got a face when WaPo put Trump and Hegseth in a shouting match over drained ATACMS
​  Metals ran again (silver +5%), Russia took Ryzhevka and Zarnitsa, and the AI/memory bubble wobbled as the SpaceX lockup opened and KOSPI fell 4.6%.
​  Iran strikes two US-escorted tankers in Hormuz; Trump's "deal" narrative collapses. IRGC hit NISSOS KEA and NISSOS KEROS in the southern Omani corridor - both had switched off AIS - hours after Trump said a deal was "coming together" (HormuzLetter, HormuzReport, zerohedge, spectatorindex). 
​  Hormuz: the "deal" that reads like a rejection; tolls drafted at 5-7%​ - Iran's own terms look nothing like a US win: a draft parliamentary bill bans US, Israeli and "hostile" vessels outright, and withholds passage from countries that "damaged Iran" until compensation is paid, with fines up to 20% of cargo value (zerohedge/FARS, MenchOsint).
​  Saudi oil exports to the US fell to zero in July - first time in ~40 years. Riyadh was shipping 800k+ bpd earlier this year; Iran's Hormuz squeeze plus the Houthi blockade cut it off (HormuzLetter, Megatron_ron, Hedgeye). 
​  Yemen's deadliest escalation in 3+ years; Saudi braces for coordinated attack. At least 58 killed in Houthi strikes on Saudi-backed forces per AFP; intel points to a simultaneous Houthi + Iraqi militia + IRGC assault on Saudi energy/airport/port targets (ILRedAlert, HormuzLetter, unusual_whales).
​  US munitions crisis goes public: Trump-Hegseth Camp David clash. WaPo says Trump erupted at Hegseth over drained stockpiles - ATACMS "basically none left" after 1,300+ fired in the opening weeks; rebuild could take "years" (HormuzLetter, MilitarySummary, zerohedge). Trump then threatened to jail people who say the stockpiles are depleted (Glenn_Diesen). 
​  Metals run again; central-bank buying at record pace. Silver +5% on the day (wmiddelkoop); PBoC added gold for a 21st straight month (oriental_ghost); central banks bought a record 289t in Q2 per WGC (steve_hanke).​   
https://no1sdailydigest.substack.com/p/daily-digest-2026-08-07

​Don't just bomb-Iran, Bibi. God's Chosen Men INVADE!  ‘I Am Determined’: Netanyahu Declares Readiness to Strike Iran Alone   https://www.palestinechronicle.com/i-am-determined-netanyahu-declares-readiness-to-strike-iran-alone/

  ​It is an extremely hot August. A​lastair Crooke, Tensions flicker into flame, lapping across the Middle East
The silence surrounding the outcome to the Netanyahu meeting last week in the Oval Office speaks for itself. No American government official came to the airport to receive him, and no red carpet was laid out for him. The visit bombed. Israel is adrift - with its 'Greater Israel' strategy now bleeding, for lack both of troops and of coherence.
​  Former IDF Ombudsman Maj. Gen. Yitzak Brik predicts (Ma'ariv, 26 July), that the crisis engulfing the Israeli intercept inventory "is only the prelude to the catastrophe that is looming over us."
​  "In the coming wars with Iran, the threat will increase tenfold to the point of a complete loss of the ability to intercept Iranian ballistic missiles. These missiles are expected to hit us: in population centers, strategic targets, production and economic infrastructure, science and technology institutes, educational institutions, hospitals and vital industries, and completely crush us."
​  Trump - finally, it seems - understands that the war which he started in order to crush Iran has flipped - to destroying him. There is effectively no military solution available beyond stopping digging the hole that he is in still deeper.​   
https://www.sott.net/article/507779-Tensions-flicker-into-flame-lapping-across-the-Middle-East

Iran Says It Was Preparing to Strike Three Ukrainian Targets With Ballistic Missiles.​   https://www.armyrecognition.com/news/army-news/2026/iran-says-it-was-preparing-to-strike-three-ukrainian-targets-with-ballistic-missiles

​  Israeli prison guards have beaten a 71-year-old Palestinian doctor, tear-gassed his overcrowded cell and denied him vital medication, according to testimony published by Haaretz. For decades, Dr. Mazen Al-Rantisi, widely known as the “Doctor of the Poor,” has treated low-income Palestinians at his small Ramallah clinic, charging symbolic fees, regularly waiving payment and providing free medicine to patients who cannot afford it. 
​  Israeli forces raided his home before dawn on June 21 and imprisoned him. Prosecutors indicted him not for violence, but for chairing the Union of Health Work Committees, a Palestinian healthcare nonprofit registered with the Palestinian Authority that Israel later outlawed
​  Al-Rantisi told a lawyer from the Public Committee Against Torture in Israel this week that guards force blindfolded prisoners to walk bent over, beat him and other detainees during repeated raids and fire tear gas into their cells. 
​  Younger prisoners surround him during the beatings in an effort to shield him. Israel withheld all of his regular prescriptions for his first 10 days at Ofer Prison and continues to deny him one medication.​   https://x.com/DropSiteNews/status/2084682281965273365

Research paper documents rising torture and starvation of Palestinian prisoners in July​   https://english.palinfo.com/news/2026/08/05/367837/

“Ceasefire” May Be the Official Headline, But in Gaza, We Face Constant Bombing​   https://scheerpost.com/2026/08/05/ceasefire-may-be-the-official-headline-but-in-gaza-we-face-constant-bombing/

Trump’s Gaza Chief Begs Netanyahu to Stop Assassination Campaign​ - Israeli PM rejects pleas to stop bombing Gaza as dozens killed​   https://www.globalresearch.ca/trump-gaza-chief-begs-netanyahu-stop-assassination-campaign/5936039

IDF to continue to 'operate proactively' in Gaza, Israeli military chief says​   https://www.euronews.com/2026/08/05/idf-to-continue-to-operate-proactively-in-gaza-military-chief-says

​  Israeli forces launch wide raid on Qalandia refugee camp, search homes, detain residents and force family to evacuate
They also prevented the performance of dawn prayers in all mosques in the camp.
The sources added that Israeli military vehicles ran over a young man near the camp, while Israeli soldiers severely assaulted journalist Mohammad Samreen as he was covering the events.​   
https://english.wafa.ps/Pages/Details/173236

Israel advances new colonial plan that further isolates Jerusalem from Bethlehem
Ir Amim said that the Israeli Municipality of Jerusalem’s Planning and Building Committee approved the plan that envisages the construction of 2,300 units on approximately 20 hectares (around 200 dunums) in the Gilo colony, while expanding the colony southward toward Route 60, which links Jerusalem and Bethlehem.
​  It added that the plan involves the expropriation of at least 28 privately-owned dunums under the so-called Absentees' Property Law, which the occupation authorities utilize to seize Palestinian property.​   
https://english-wafa-ps.translate.goog/Pages/Details/173268?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp

Scottish teachers reject pro-Israel pressure, continue teaching about Gaza genocide​   https://english.palinfo.com/news/2026/08/05/367842/

​   Are US and Israel Benefitting from 'Migration Blackmail' in Spain?
Analysts pointed their fingers at the Moroccan government, arguing it was once again deploying “migration blackmail,” as the practice has been dubbed, to punish its European neighbors and bend them to its will. But this time, Israel and the United States appear to be the principal beneficiaries. Indeed, they have seized on the politically embarrassing episode to weaken a Spanish government they view as one of their principal European antagonists.​   https://responsiblestatecraft.org/morocco-spain-migrants-israel/

​  Thanks Eleni.  Morocco is weaponizing Migrants on Israel’s Orders to punish Sánchez
An artificial crisis, on Israel’s orders, is the migration crisis that has been unfolding since Thursday at Spain’s borders. The goal of the Israeli destabilization plan is to undermine and overthrow Prime Minister Pedro Sánchez, because the Social Democratic politician supports Palestine and refuses to become a submissive instrument of Israel, as almost all European prime ministers have become.
​  Sánchez has been targeted by Zionism because, together with South Africa, he brought Israel before the International Criminal Court on charges of committing genocide in Gaza. The result was the issuance of an arrest warrant for the Israeli prime minister. Sánchez recognized the state of Palestine, received Palestinian Authority President Mahmoud Abbas in Madrid with head-of-state honors, held a joint press conference with him, and called Palestine a “brother state.” In 2025, Sánchez banned the sale of weapons and the import of any kind of goods from illegal Jewish settlements. He has also repeatedly called on the EU to apply against Israel whatever sanctions it applied against Russia, in connection with the war in Ukraine.​   https://www.defenddemocracy.press/morocco-is-weaponizing-migrants-on-israels-orders-to-punish-sanchez/

​  Israel burns over 120-ha olive groves in southern Lebanon
"The flames made no distinction between the olive groves of Christians and those of Muslims," he said, adding that the devastation concerned "the whole of the South: its land, its people, its culture, its dignity and its history."
​  The municipality said it plans to submit documentation of the destruction to the United Nations, adding that Israeli forces targeted not only residential areas but also the environment, agricultural land, and cultural heritage in southern Lebanon.​   
https://en.mehrnews.com/news/246778/Israel-burns-over-120-ha-olive-groves-in-southern-Lebanon

​  At least 2 invading Israeli soldiers killed in Lebanon blast​ -  At least two invading Israeli soldiers have been killed and seven others wounded in a bomb explosion in southern Lebanon, as Israel stepped up its attacks across the area, killing one Lebanese resident and injuring 12 others.​   https://en.mehrnews.com/news/246791/At-least-two-invading-Israeli-soldiers-killed-in-Lebanon

​  In Cyprus, Israelis are Buying up a lot of Land and Some Fear it is Another Colonisation
Thousands of people have left Israel and bought land in Cyprus, an island divided between the EU and Turkey where property has been in dispute since 1974. Meanwhile, movements and businessmen close to the Israeli far right are increasingly visible​   
https://untoldmag.org/israelis-land-grab-cyprus/

​  Moon of Alabama, The Odd Defense Agreement Between Saudi Arabia, Pakistan And Turkey
A new NATO like agreement between three major Sunni states throws up various questions:
​  Turkey, Saudi Arabia and Pakistan sign defence pact – MEE
Turkey, Saudi Arabia and Pakistan signed a joint defence agreement on Friday, connecting the three largest Muslim countries in the world under one security umbrella for the first time...
..The phrase “shall be considered an attack against all of them” is copied from Article 5 of the NATO Treaty...
We do not know what consequences​.. of an attack on one member are spelled in the new Turkish-Saudi-Pakistani agreement. I suspect that any of them will be even more vague than those in the NATO treaty.
​  I find it hard to understand how this new agreement could possibly have more than symbolic value.
​  Pakistan is currently in a conflict with the Pashtun people in its own country as well as with their brethren in Afghanistan. It recently had a clash with India which could soon resume. India is working on diverting the Himalaya water resources Pakistan needs to survive as a state. If that does not stop Pakistan will be, in a few years from now, pressed to go to war for its own survival. India, as well as Pakistan, are nuclear armed.
​  Neither Turkey nor Saudi Arabia have any interest to fight against India or Afghanistan.
​  The Saudis are at war with Ansarallah in Yemen. The ‘Houthi’ have recently announced that they will blockade all Saudi seaports until the Saudis lift their long standing air and sea blockade on Yemen. Just yesterday they attacked military installations within Saudi Arabia as well as Saudi proxy forces in south-eastern Yemen.
​  Pakistan has already sent forces to Saudi Arabia. But these have been, so far, for purely (air-)defensive purposes. It is hard to imagine that Pakistan or Turkey would send their soldiers to join an unwinnable war in Yemen. (They will remember that in the 1960s Egypt received a bloody nose when it sent ground troops into Yemen.)
​  Saudi Arabia also hosts U.S. forces which have become targets of Iranian attacks. If the U.S. decides to attempt another bombing campaign on Iran the revenge strikes will hit Saudi assets. This could, in theory, trigger the new agreement. But Turkey as well as Pakistan have fairy good relations with Tehran. Any intervention from their side would be a risky and high cost endeavors. Their populations would perceive a war against Iran as taking part on the (very much hated) U.S. side.
​  It is therefore implausible that the new defense pact is meant for or will have any influence in the ongoing conflicts.
Pakistan’s interest in the agreement comes down to Saudi money which it needs to prop up its state.
​  Turkey wants to sell weapons. The clause on “development of defense cooperation” within the new agreement will likely mean new contracts for Turkish drone makers.
​  Saudi Arabia has become distrustful of its U.S. alliance. It is preparing for the U.S. to leave and is seeking other strong partners. In the longer run its potential enemy is likely not Iran but Israel or maybe even the United Arab Emirates, which have Israel’s backing.​   
https://www.moonofalabama.org/2026/08/the-odd-defense-agreement-between-saudi-arabia-pakistan-and-turkey.html

​  Andrew Korybko, Five Takeaways From The Pakistani-Somali Defense MOU
Somalia is now a de facto protectorate of the “Islamic NATO”.
​  Pakistan and Somalia finally signed a memorandum of understanding (MOU) on defense cooperation in early August one year after the latter’s Cabinet approved such an arrangement last August. According to the Somali Defense Ministry, “[it] provides a framework for cooperation in counter-terrorism, military training, the exchange of military expertise and knowledge, defence capability development, and enhanced security cooperation”. 
​  Here’s what else it signifies:
​  1. Pakistan Is Enhancing Its National Prestige
This latest defense pact follows last year’s mutual defense one with Saudi Arabia and recent speculation about expanding it to other Arab Kingdoms. Late last year, there were also rumors of Pakistan clinching a multibillion-dollar fighter jet deal with Eastern Libya, which preceded recent reports of Pakistan mediating a peace deal. It’s also reportedly seeking to sell arms to Sudan. The latest MOU with Somalia thus further enhances Pakistan’s national prestige by confirming its trans-regional military influence.
​  2. Somalia Is Now A Protectorate Of The “Islamic NATO”
Pakistan is the last member of the “Islamic NATO” – the presently unofficial trans-regional military-security coordination platform between itself, Saudi Arabia, Turkiye, and Egypt – to sign a defense pact with Somalia. This accordingly makes Somalia a de facto member of the aforesaid group, which solidifies the expansion of its influence over Africa following the solidification of these four’s influence over Libya and Sudan, but Somalia and the other two are junior partners therein and even arguably protectorates.
​  3. Pakistan Is Following In Turkiye’s Footsteps
It was observed in early January that “Pakistan Is Playing Second Fiddle To Turkiye In Afro-Eurasian Security” due to the pattern of it clinching military-security deals with countries that Turkiye already has such agreements with. As a brief backgrounder, Turkiye is Pakistan’s senior partner to whom it’s historically looked for guidance despite their nuclear asymmetry, and Turkiye was the first country in recent history to turn Somalia into a de facto protectorate. Pakistan is simply following in its footsteps.
​  4. Islamabad Might Have Broader Ambitions
Apart from enhancing its national prestige and following in Turkiye’s footsteps, Islamabad might intend to become a tangible stakeholder in the Bab el Mandeb through its new defense MOU with Mogadishu, which would align with both of their reported roles in the Saudi-led maritime coalition. This broader ambition would also represent the first tangible manifestation of the “Islamic NATO” since Egypt and Turkiye are reportedly part of this coalition too. They might all therefore obtain naval bases in Somalia.
​  5. Puntland & Somaliland Should Prepare For War
For the last point to be most effectively implemented, the renegade Somali region of Puntland and de facto independent Somaliland would have to be brought to heel, but that likely won’t happen anytime soon even with Somalia now de facto becoming the “Islamic NATO’s” protectorate. It’ll take time to properly train its armed forces, and the group’s four leading members are too focused on peace in the Gulf as well as the conflicts in Libya and Sudan, but they’re definitely in its long-term sights.
​  In terms of the bigger picture, the top takeaway is that Somalia is now a de facto protectorate of the “Islamic NATO” after its last member just clinched a military-security deal with it. The main implication of this development is that Pakistan, Saudi Arabia, Egypt, and Turkiye are expected to synergize their respective efforts there with a view towards helping the federal government retake the two polities that it claims as its own but doesn’t presently control. Another major regional conflict is therefore brewing.​   
https://korybko.substack.com/p/five-takeaways-from-the-pakistani

  Probably nothing could go wrong​ before midterms, right? US Intelligence Assets Said To Descend On Cuba
Writing in POLITICO on Tuesday, Dasha Burns and Nahal Toosi reported that in recent months the US intelligence community has “sent spies and assets” to Cuba. Specifically, they reported the CIA has increased its presence on the island, which sits approximately 90 miles south of Florida.  
​  Burn
s and Toosi based their reporting on interviews with “two people familiar with the Trump administration’s plans for the island,” who were left anonymous due to the “sensitive” nature of the information they provided. The authors said the CIA, White House, Defense Intelligence Agency, and the Office of the Director of National Intelligence all declined requests for comment.
​  The report claimed the Trump Administration does not believe it has to resolve the war with Iran before taking military action in Cuba and that the Cuban issue is a “huge priority” of Secretary of State and Acting National Security Advisor Marco Rubio.​   
https://news.antiwar.com/2026/08/05/us-intelligence-assets-said-to-descend-on-cuba/

​  Trump & Rubio need a quick PR win. "Peaceful" ismuch less risky for everybody. Is The U.S. Deep State Planning A Color Revolution In Cuba?
It Seems Like The U.S. Deep State Is Plotting A Color Revolution In Cuba As A Pretext For War.
​  One source “described the upped intelligence presence as a key tactical step that could pave the way for a U.S. military incursion”.
Indeed, the Trump administration, more specifically, Secretary of State Marco Rubio, has long been laying the groundwork for a U.S. regime change war in Cuba.Rubio has spearheaded the siege warfare campaign on Cuba by forcing Cuba’s main sources of oil- Mexico and Venezuela- to cut off oil exports, and according to inside officials speaking to Drop Site News, even sabotaged U.S.-Cuba negotiations from the inside in order to continue the starvation blockade.   
https://the307.substack.com/p/is-the-us-deep-state-planning-a-color

China Is Betting AI, Hypersonic Missiles And Quantum Technology Will Define The Next Era Of Warfare​   https://www.zerohedge.com/markets/china-betting-ai-hypersonic-missiles-and-quantum-technology-will-define-next-era-warfare

Scientists Warn Of Urgent AI Biosecurity Threat​ - For the first time, artificial intelligence has designed complete, functional viral genomes from scratch.​   https://www.zerohedge.com/ai/scientists-warn-urgent-ai-biosecurity-threat

​  BREAKING: Gates Foundation Funds First-Ever Creation of 16 Synthetic Viruses Using AI
The barrier separating digital AI output from an operational biological agent has now been crossed.​   
https://www.thefocalpoints.com/p/breaking-gates-foundation-funds-first

Global Food Prices Hit Three-Year High As War, Chokepoint Chaos And El Nino Spark Perfect Storm​   https://www.zerohedge.com/commodities/global-food-prices-hit-three-year-high-war-chokepoint-chaos-and-el-nino-spark-perfect

​  Kids In Tiny British Village Beg The Government Not To Force Illegal Migrants On Their Home
Piddington is a tiny English settlement of roughly 350 people - around 250 adults and just 46 children. The Home Office and Labour government under Andy Burnham intend to place 1,250 single adult male asylum seekers on a former Ministry of Defence site that borders the village, runs along the back of homes, and sits directly against the parish playing field and children's park.
​  If the plan proceeds, the number of young men dumped on their doorstep will dwarf the entire local population.​   
https://www.zerohedge.com/political/kids-tiny-british-village-beg-government-not-force-illegal-migrants-their-home

Winter Is Coming: Europe Faces Twin Diesel And NatGas Crunch​   https://www.zerohedge.com/energy/winter-coming-europe-faces-twin-diesel-and-natgas-crunch

Global Diesel Crunch Deepens As Record US Distillate Exports Race To Supply-Starved Europe​   https://www.zerohedge.com/energy/global-diesel-crunch-deepens-record-us-distillate-exports-race-supply-starved-europe

​  There ​may be2 dead girls on the property: New Mexico Sues DOJ For Unredacted Epstein Files​ -  New Mexico is suing the Department of Justice (DOJ) over unredacted Epstein files, accusing the federal agency of stonewalling the state’s own investigation into alleged crimes at deceased sex offender Jeffrey Epstein’s Zorro Ranch.​   https://www.zerohedge.com/political/new-mexico-sues-doj-unredacted-epstein-files

​  Outspent 10:1, but: After Michigan upset, Aipac looks to back Republican candidate against Abdul El-Sayed
While this was a race where Israel loomed large, the focus was on how the candidates were funded
​  After spending more than $30m on a candidate who lost the Michigan Democratic Senate primary on Wednesday, the leading pro-Israel lobbying group in the US has now indicated it will pivot to the Republican in that race come November.​..
..The race between pro-Israel Congresswoman Haley Stevens and former Detroit public health official Abdul El-Sayed quickly became the most expensive Democratic primary race of all time.Stevens was backed by a further $30m from outside groups who bankrolled round-the-clock attack ads on Sayed. 
​  Sayed, an Egyptian-American Muslim who has never held elected office, won the exceptionally tight race by one percentage point, in what was a stunning upset for establishment Democrats, and a boon to the progressive wave taking hold across the country.
​  Half a million more Democratic voters showed up to the polls than in previous primary races, which typically see low turnouts...
​..In 2022, Aipac helped Stevens secure her seat in the House of Representatives by ousting longtime Jewish lawmaker Andy Levin for his support of US policies to punish violent Israeli settlers in the occupied West Bank.
​  "Today, Michigan launched a new chapter in our political history," Levin wrote on his Instagram account on Wednesday, accompanied by a photograph of him hugging Sayed.​..
​..Earlier this year, Aipac helped oust Republican Thomas Massie, who voted against US foreign aid to Israel, in his Kentucky primary race by spending more than $4m against him through its United Democracy Project political action committee.That was just part of a coalition of pro-Israel groups that spent $9m against him.​..
..Sayed has described Israel's nearly three-year-old assault on Gaza as a genocide, echoing language used by leading human rights organisations, genocide scholars and the United Nations...
..In his victory speech on Wednesday, Sayed said he spoke to Stevens and was assured of her endorsement as he gears up to face former Republican Congressman Mike Rogers in November.​..
​..Writing on his social media platform Truth Social on Wednesday, Trump called Sayed "a Communist loser who hates Jews and Israel", but added that his win is also "great news for the Republican party", suggesting that he will be easy to defeat..​.
..For his part, Sayed told supporters and the media on Wednesday that the focus on his name and identity is "the only play they got" against him.
​  "It's like, wow, he's different," he said of Republican attacks.
​  "That's the best you got? You can't actually talk about what you want to do? My name is not raising your gas prices. My name is not taking us to war. My name is not the reason you can't afford your groceries."​   
https://www.middleeasteye.net/news/after-major-upset-aipac-michigan-group-looks-back-republican-candidate-against-abdul-el-sayed

​   The cookie jars have IOUs to us, from us: Senate Dems Push GOP to Divulge Secret Plan to ‘Attack Earned Benefits Like Social Security’
“A plan you will not show the voters before they vote is not reassurance. It is a warning and revealing of Republican priorities.”
 
​  In early June, Republican House Speaker Mike Johnson said the GOP has a “plan” to reform Social Security, Medicare, and Medicaid—but would not release the details until “next year,” after the 2026 midterms.
​  But a group of Senate Democrats argued in a letter to Republican leaders on Wednesday that “Americans deserve to have full transparency into Republican plans to attack earned benefits like Social Security.”​   
https://www.commondreams.org/news/republican-plan-cut-social-security

Can Sam Altman Be Trusted Inside Your Home? Meet OpenAI's New Always-On Smart Speaker​   https://www.zerohedge.com/technology/can-sam-altman-be-trusted-inside-your-home-meet-openais-new-always-smart-speaker

The AI bubble may pop before November, but voters will still be here. Texas halts data center connections to power grid amid overwhelming demand
Governor who touted Texas as AI “epicenter” pauses data center grid connections.​   
https://arstechnica.com/ai/2026/08/texas-halts-data-center-connections-to-power-grid-amid-overwhelming-demand/

​  Pierre Kory MD finally won a preliminary injuction saying that the state cannot decree what a doctor's medical advice to a patient must be:  
As of Last Night, the U.S Government Will Never Get to Tell Doctors What They Can Say Anymore
​  In Kory v. Bonta, a federal judge just barred California’s Attorney General and its medical boards from coming after me and my colleagues for the expert opinions we share with patients.​   
https://pierrekorymedicalmusings.com/p/as-of-last-night-the-us-government

​  Federal Judge Blocks California From Disciplining Doctors for COVID Medical Advice That Contradicts Public Health Officials
Senior U.S. District Judge William B. Shubb on Wednesday granted a renewed motion for a preliminary injunction in favor of physician plaintiffs Dr. Pierre Kory, Dr. Le Trinh Hoang and Dr. Brian Tyson in a lawsuit, funded by Children’s Health Defense, against two California medical boards. The injunction applies only to those three doctors and remains in effect pending a final decision on the merits of the case.​   
https://childrenshealthdefense.org/defender/federal-judge-temporarily-blocks-california-from-disciplining-doctors-covid-medical-advice/

​  Is a Federal Autism Committee Ignoring Vaccine-Autism Research?
A draft strategic plan released last month by a federal autism committee outlines a framework for developing “precision” medical treatment and supporting better long-term care for autistic people
— but, according to critics, doesn’t include a specific, detailed plan to study a possible link between vaccines and autism. However, a source familiar with the plan told The Defender, “Nothing is excluded and nothing is off the table.”​   
https://childrenshealthdefense.org/defender/federal-autism-committee-iacc-ignoring-vaccine-autism-research-health-policy/

​  RFK Jr. Demands Editors of Journal Defend ‘Concern’ About 2020 Vaccine Study
In a letter to the editors of Sage Open Medicine, U.S. Health Secretary Robert F. Kennedy Jr. asked the editors to explain why they are now questioning a peer-reviewed study comparing health outcomes between vaccinated and unvaccinated children.
The study, by CHD Chief Scientific Officer Brian Hooker and Neil Z. Miller, a medical research journalist, was published in May 2020, after passing the journal’s peer-review process.​   
https://childrenshealthdefense.org/defender/rfk-jr-demands-sage-journal-defend-concern-2020-vaccinated-unvaccinated-chd-study/

​  Sudden onset regressive autism is 25X more likely in vaccinated kids than unvaccinated kids
This is a result of my reader survey which had nearly equal numbers of fully vaccinated and unvaccinated kids in the study.
Nobody can show this is biased because they are too afraid to do the survey.​   
https://kirschsubstack.com/p/sudden-onset-regressive-autism-is

​  Jessica Rose Ph.D. on the new, approved mRNA "vaccine product": The "new" mRNA-1010 mFlusiva injectable product
No saline placebo used in the trials - safety data compared only against "active controls" with higher observed death, nonetheless​   https://jessicar.substack.com/p/the-new-mrna-1010-mflusiva-injectable

​  FDA APPROVES MODERNA’S FIRST-EVER mRNA FLU SHOT DESPITE 75.3% ADVERSE REACTION RATE
According to the FDA briefing document, severe systemic reactions were 4× MORE COMMON with the mRNA flu shot than with the traditional flu shot.​     
https://www.thefocalpoints.com/p/fda-approves-modernas-first-ever 

​  Meryl Nass MD,Will you receive a Moderna mRNA *flu* shot, just approved by FDA? There are many flu shots on the market, but the pharmacist will not ask for your preference.- Here is the skinny on flu shots. You may want to share this info with your friends and family who choose to receive them.​..mFLUSIVA is the mRNA vaccine that is probably the straw that finally led to the firing of Vinay Prasad at FDA. He refused to consider it for a license. Once he was out, it sped through an FDA review and is now available to the public for this flu season.​.
...Addendum: It seems FDA chose one of the accelerated approval paths for mFLUSIVA. FDA needs to regulate it as gene therapy. I am wondering if a lawsuit needs to be filed about this. Probably a Citizen Petition is the first step.​   https://merylnass.substack.com/p/will-you-receive-a-moderna-mrna-flu

​  My project to grow a garden patch with black-eyed peas in the summer and cereal-rye from fall through spring is proceeding with dicoveries along the way, usually that everything takes more work  and time than I anticipated. 
  I have been harvesting pink-eye purple hull "peas" (African beans) from the patch I planted at the beginning of June, so that is working. I had one pack of Mississippi Purple Hull "peas" that I mixed in with the pound of pinkeye purple-hulls that I thought were the same.
  They are different in one important regard. They are small, not big. Shelling them dry takes at least an hour per pound, whereas the much-larger Mississippi purple-hulls are 3-4 times the size for each seed and the stock of them per hour of shelling is much more satisfying. They also seem more resistant to weevils.       Both varieties have an upright growth pattern that puts the beans where you can reach them. Lots of the pinkeye variety plants are already dying, so I am taking them out as I harvest, which is pictured below. Next year I will only plant Missippippi purple-hull "peas" in this patch.

​Experimental Gardeneer


Thursday, August 6, 2026

United States Of Israel

 Second Class Citizens,



  Scott Ritter has this: The United States of Israel - If Section 219/1217of the NDAA becomes law, we will have surrendered our Constitutional Republic to the Zionists. It will literally be the end of our country as we know it.
  When I was travelling to Israel on a regular basis back in the mid- to late-1990’s as part of my duties with the United Nations, I was always struck by how closely many Israelis identified with the United States. On national holidays, many Israeli motorists would fly two little plastic flags from the windows of their cars—one the blue and white Star of David, and the other the Stars and Stripes. “We see ourselves as little America”, my Israeli host would explain when I pointed this out.
  The reality was far different.
The Israelis conspired against their American counterparts behind their backs, and the US intelligence and security services viewed Israel as a threat to US national security.

  I know—I was caught up in the middle of this power dynamic, and ended up being accused by the US government of spying on behalf of Israel. The charges were eventually dropped as unfounded and politically motivated, but the sentiment behind the accusations was real—a significant part of the US defense, intelligence and security establishment of the United States viewed Israel as a threat...
..We live in an age where the Israeli Prime Minister openly brags about having bought the US Congress.
Where AIPAC brags about spending $100 million to accomplish just that.
  Where pro-Israeli operatives spent $30 million to evict Thomas Massie from the US Congress because he dared challenge the surrender of American sovereignty to Israel.
  Where the US Secretary of State has openly declared that criticism of Israel is grounds for being denied a visa into the United States.
Where Israeli politicians openly advocate for the suppression of free speech in America.
  And where the Chinese Wall that separated US and Israeli interests is being torn down by a compliant Congress, all the while the mainstream media, which long ago surrendered its independence and integrity to Israeli interests, remains silent.
  The surrender document that signals the capitulation of the Constitutional Republic formerly known as the United States of America to a new entity which could more accurately be called the United States of Israel is the 2027 National Defense Authorization Act (NDAA), in particular Section 219 of the House version, and Section 1217 of the Senate’s version.
  Section 219/1217 directs the Secretary of Defense to designate an Executive Agent (EA) to expand and accelerate deeper integration of Israel into US institutions. The EA authority would take precedence over the authority of the other DoD Component heads per DOD Instruction 5101.01, meaning that the EA would be able to overrule determinations by other DOD agencies such as the Defense Technology Security Administration (DTSA) on Israeli access to US technology. This new EA would end direct Congressional oversight with supervision by the Secretary of Defense. There would be no Congressional confirmation or ability for removal of an executive agent.
  In short, it is the surrendering of the constitutional duties of Congress to a politically appointment agent of the Executive branch of government...
..Section 219/1217 integrates American and Israeli research and development programs in a way which makes the United States dependent on Israel’s provision of specific technologies, thereby granting Israel a significant amount of leverage over future American policy and infrastructure, entangling defense supply chains of Israel and the United States across government, private and academic sectors, blurring the lines of territorial integrity and political sovereignty.
  Section 219/1217 targets defense related procurement and acquisition processes so that it will be impossible for future Administrations to separate Israeli technologies or agreements from major defense procurement programs...
..Section 2191/217 grants the EA the authority to re-allocate the funding and focus of the Defense Department by prioritizing the integration of Israel into the US’ national defense structures. It is literally subordinating the totality of the most sensitive aspects of US defense to Israel, outside the purview of Congressional oversight.
  At a time when the majority of the American people are waking up to the horrific crimes committed by Israel against the people of Palestine, and the role played by Israel in getting America involved in permanent wars in the Middle East, Section 219/1217 will permanently tie the United States to Israel, making the US Department of Defense and, by extension, all of the American people, complicit in these crimes...
..Right now, we have a Congress which has considered criminalizing any criticism of Israel.
This, or course, is an affront to the very notion of free speech.
  By making Israeli security and US security indistinguishable, as would happen if Section 219/1217 becomes law, the inevitability of the criminalization of speech critical of Israel is assured.
  The 2027 NDAA is America’s last stand.
Remove Section 219/1217, and we have a chance at survival.
  Turn Section 219/1217 into law, and we have lost the Republic.   
https://scottritter.substack.com/p/the-united-states-of-israel

  More: Israel-Palestine News, Understanding Section 219
 The sweeping scope of this provision has led some media outlets and political commentators to describe it as “merging” the U.S. and Israeli defense industrial bases, which could—as this magazine observed earlier this month—give Israel additional leverage over our defense and foreign policy. 
  In the House itself, Rep. Thomas Massie (R-KY) and six other Republicans defied their party to vote against the NDAA and Section 219, which Massie denounced as “a betrayal of our sovereignty.” (All but six Democrats also voted nay, though many appear to have done so more out of opposition to the Iran War than Section 219 specifically.)
  These concerns have increased the pressure on the Senate, which has yet to pass its own version of an NDAA for 2027 (a vote to advance it earlier this month failed due to near-unified Democratic opposition). The Senate’s bill contains a provision—Section 1217—that, though worded differently, is fairly similar to the House’s Section 219.
  Although historically Senate Republicans have been strongly pro-Israel, the controversy over this provision has already led at least one GOP Senator to oppose defense industrial integration. Sen. Bernie Moreno (R-OH) told Drop Site News last Thursday, “I don’t think we should integrate our military with anybody, not even the Bahamas.”
  But Democratic leadership has not come out against this provision, nor have they attacked the broader expansion of U.S.-Israel defense industrial ties. Both House Minority Leader Hakeem Jeffries (D-NY) and Senate Minority Leader Chuck Schumer (D-NY) have preferred to frame their opposition to the NDAA around the Iran War and avoided talking about Israel in this context, even as their voters increasingly question the U.S. relationship with Israel.   
https://israelpalestinenews.org/understanding-section-219/

​  Bari Weiss’s “60 Minutes” Hires Producer Who Downplayed Gaza Starvation, Justified Killing Journalists
The latest CBS News hire shows that the way to get ahead in journalism is to act as a tool for the powerful.​   
https://theintercept.com/2026/08/04/60-minutes-bari-weiss-cbs-news-israel-gaza/

  Brian Berletic, US/IRAN -Regarding Reports of Empty US Stockpiles
Yes, stockpiles are likely low, including of ATACMS and PrSM missiles (the newer, longer-range replacement for ATACMS) - as well as anti-missile munitions; However all of these munitions are under production, PrSM missile are made 10 per month with an eventual peak production rate of 30+ per month sometime next year; This is why the US strikes Iran, plays "diplomacy" games, then strikes again - to refill stockpiles enough for the next round of operations.   
https://x.com/BrianJBerletic/status/2084864830432006527

  Gold & Geopolitics, Daily digest: 2026-08-06
The Hormuz "deal" inverted: Tehran publicly postponed the Oman agreement, denied Washington is even a party to it, and the US quietly pulled Iran sanctions off the Treasury site anyway - while gold ripped roughly $300 in a week and silver reclaimed $62. 
​  The other big delta is the arsenal reveal: a WaPo account has Trump erupting at Hegseth over "virtually all" long-range missiles being spent on Iran, landing the same week Kyiv absorbed two dozen ballistics at a 0% interception rate. 
​  Continuation underneath: Russia grinds forward on the Donbas and Sumy fronts, the Red Sea "siege" tightens, and the AI complex keeps wobbling into SpaceX's lockup.​   https://no1sdailydigest.substack.com/p/daily-digest-2026-08-06

  Gold & Geopolitics, Daily digest: 2026-08-05
The Hormuz "deal tomorrow" became "deal Wednesday" (i.e. today) per Axios, and stocks ripped to the first S&P record since June while crude crashed below $76 — except Iran rejected the Omani framework outright and added four new demands, so the thing markets priced doesn't exist. 
  The genuinely new deltas: hard numbers on US missile depletion (ATACMS/PrSM "virtually all" gone, 80% of THAAD interceptors used), Kyiv's worst strike in weeks with Ukraine admitting a 0% interception rate, and platinum breaking out +6% as gold reclaimed its $4,000 floor.
  Iran rejected the Hormuz framework it "agreed" to — while Trump/Bessent sold an imminent deal - Iran abandoned the US-backed Omani proposal (inbound lane under Iran, outbound under Oman) and added four conditions: transit-fee collection, a permanent guarantee against attacks, an end to the naval blockade, and lifting of oil sanctions (HormuzReport, HormuzLetter, WSJ via FirstSquawk)
  Iran state TV: strait reopening "depends on change in US behavior," and the Oman talks are unrelated to any immediate reopening (zerohedge)
Yet the US is aiming for a Wednesday announcement of an interim Oman-brokered deal (Axios via zerohedge, KobeissiLetter)...
..US precision-missile and interceptor stockpiles are running dry - The US has expended "virtually all" long-range precision missiles in the Iran war; ATACMS and PrSM near-depleted, roughly half of Tomahawks gone (Reuters, Erin Banco)
  CNN: ~80% of key interceptors used, Pentagon stockpile "dangerously low" (spectatorindex); 80% of THAAD and ~50% of Patriot interceptors...
..Kyiv hit by its heaviest strike in weeks; Ukraine admits zero interceptions - At least 15 killed, ~47–50 injured across Kyiv city and oblast; barrage of Iskander-M/Zircon plus 115+ Shahed drones on logistics/warehouse targets (MyLordBebo, AMK Mapping)
  Ukraine's Air Force confirmed not a single missile was shot down — out of Patriot interceptors...
..Oil: paper price crashes, physical stress doesn'tAramco warns, Yemen escalates on tankers
  Diamondback says the war structurally raised the floor: ~5M b/d drained from reserves during the Gulf shutdown will need restocking (chigrl); the stress shows in the curve and cracks, not front-month (chigrl)
  Aramco's CEO warns a Hormuz closure removes ~100M barrels/week and that global refining runs near max utilization with little buffer (zerohedge, Amena Bakr); majors posted best quarters in years (Hedgeye)
  Yemen's forces say they hit an 8th Saudi tanker (NCC WAFA) and have forced 29 Saudi tankers to reroute, now targeting the northern Red Sea to "close all access points" (MenchOsint); Bab-el-Mandeb transits down ~22%...
..Russia-Ukraine: Konstantinovka and Gulyaipole advances; Odesa steel sector halts; the 40-day plan expires - Russian gains logged ~1km north of Konstantinovka into Alekseevo-Druzhkovka and ~2km at Novoselovka near Gulyaipole (GeromanAT, GeromanAT); Baksheevka and Vasyutynske reported captured (MilitarySummary, Kalibrated Maps)
  The economic war widened: a Zelensky adviser says Russia is now hitting retail/food/logistics warehouses, with Ukraine's own strike on Wildberries having opened a "Pandora's box" (dana916); Odesa's blockade has halted iron-ore exports, with Ferrexpo and Metinvest plants suspending (RALee85)
  Zelensky's self-declared 40-day campaign to force Putin to the table expired today with nothing to show (talkrealopinion); critics argue the Azov shipping strikes invited a far costlier response... 
..Japan: the yen defense runs through a 2020-vintage Fed repo facility, not open-market sales
  The play, unpacked: the US Treasury bought yen and paid in euros (to avoid signalling weak-dollar), then pointed Tokyo at the Fed's FIMA repo facility — which lends dollars against Treasuries so Japan needn't sell them (shanaka86); Bessent confirmed the euro sale was "reserves re-allocation" and floated upsizing FIMA (zerohedge)
  First US-Japan joint yen-buying operation since 1998; Washington's fear is Japan dumping Treasuries to self-fund...
..AI: capex "falls" on accounting, real commitments balloon; AMD and SpaceX punished on prints...
  ..Under it all, Goldman warns the market is oblivious to Chinese LLMs now dominating token usage as token prices go into "historic freefall"...
..US wages fell to 43% of gross domestic income — near the lowest share since records began in 1929 (PolymarketMoney).  
https://no1sdailydigest.substack.com/p/daily-digest-2026-08-05

   Gold & Geopolitics, Daily digest: 2026-08-04
The Iran talks theatre hit peak farce: Trump announced Monday negotiations, and both Tehran and his own officials denied any were happening — while another tanker burned near Oman and the Dow still closed at a record
  The two hard deltas since yesterday: Zelensky's 40-day "force Russia to negotiate" campaign quietly expired in failure as Bely Kolodez and Ustinovka fell and Russian forces closed to 4.7km of Kramatorsk; and Friday's record yen intervention was already "wired back" within a day, pushing Fed dollar swap lines from theory to the open question. Everything else — memory shortage, gold premiums, Coldcard hack — is continuation with fresh numbers.   https://no1sdailydigest.substack.com/p/daily-digest-2026-08-04

Don't use voodoo; It'll consume your own soul: Pentagon Crowdsources 'Creative, Unconventional' Ideas To Pressure Iran   https://www.zerohedge.com/military/pentagon-sent-crowdsource-style-email-asking-creative-unconventional-ideas-pressure-iran

Second Foreign Vessel Attacked Off Yemen Within Hours, Amid Houthi 'Siege For Siege' Blockade   https://www.zerohedge.com/energy/brent-bounces-houthis-threaten-saudi-tankers-raising-risk-new-red-sea-front

  Stopwatch has started again: Iran-Oman Hormuz Route 'Agreed To' As Iran Warns Against US 'Interference'
Iran says Hormuz route is agreed: Tehran says it has finalized a shipping route with Oman, blaming U.S. actions for delaying a final agreement.
  Tehran claims victory: Iranian officials say the deal would lock in Iran's wartime gains and strategic leverage over Hormuz.
Mixed messages: Trump says a deal could come within days, while Iran insists the talks are only with Oman.
  Draft outline emerges: Reports outline Iranian oversight of inbound traffic and Omani management of outbound shipping.
High stakes as pressure eased on markets, but geopolitical tensions high: A deal could ease energy market fears while leaving Iran with more influence over Hormuz than before the war.   
https://www.zerohedge.com/geopolitical/iran-set-emerge-more-hormuz-leverage-war-under-draft-us-oman-deal

  I'd call it "southwestern":  Iran Moves T-72 Tanks Toward Southern Border Amid Reports of US Ground Contingency Plans.
Iran’s regular army moved three T-72-series main battle tanks south toward Abadan, positioning armor near the Iraqi and Kuwaiti borders. The limited convoy points to a localized defensive adjustment as Tehran weighs the risk of an expanded U.S. or Israeli campaign.   https://www.armyrecognition.com/news/army-news/2026/iran-moves-t-72-tanks-toward-southern-border-amid-reports-of-us-ground-contingency-plans

As we had all surmised: Russia Supplied Upgraded Shahed Kamikaze Drones to Iran for Attacks on U.S. Forces.   https://www.armyrecognition.com/news/army-news/2026/russia-supplied-upgraded-shahed-kamikaze-drones-to-iran-for-attacks-on-u-s-forces#google_vignette

11 tons of Russian humanitarian aid delivered to Iran   https://en.mehrnews.com/news/246738/11-tons-of-Russian-humanitarian-aid-delivered-to-Iran

Huge Uptick In Israeli Airstrikes On Gaza Since Trump Hailed 'Historic' Hamas Deal   https://www.zerohedge.com/geopolitical/huge-uptick-israeli-airstrikes-gaza-trump-hailed-historic-hamas-deal

  Board of Peace says no Israeli withdrawal from Gaza before Hamas disarms - Netanyahu and board director Maldenov meet amid tensions over Gaza disarmament roadmap and recent Israeli attacks.   https://www.aljazeera.com/news/2026/8/4/board-of-peace-says-no-israeli-withdrawal-from-gaza-before-hamas-disarms

  At least 13 killed in Israeli strikes on Gaza after Hamas agrees disarmament deal
Israel struck Gaza City, Khan Younis and Deir el-Balah, killing at least 13 people, hours after Hamas agreed to a disarmament deal. Israel said the strikes targeted militant operatives, underscoring that violence has continued despite diplomatic progress.   
https://www.vespernews.com/en/news/341e9eeb-5e1b-454d-aed4-7f87165cbdc8

Israel keeps breaking their phase-1 peace-plan obligations: Israel To Scale Back Gaza Strikes To Give Trump's Hamas Disarmament Plan A Chance   https://www.zerohedge.com/geopolitical/israel-scale-back-gaza-strikes-give-trumps-hamas-disarmament-plan-chance

  Israeli settlers shoot Palestinian child during farm raid
Israeli settlers shot a nine-year-old Palestinian boy in the back during a raid on a farm in the West Bank.
The incident was captured on CCTV footage.  
https://www.vespernews.com/en/news/a5d21ef1-6e4b-4993-9663-77cfa5508226

Rights center: Israel arrests 600 Palestinians in West Bank, Old Jerusalem in July   https://english.palinfo.com/news/2026/08/03/367721/

  JERUSALEM, August 2, 2026 (WAFA) – Terrorist Israeli colonists assaulted a Palestinian bus driver in occupied Jerusalem on Sunday, leaving him injured and requiring hospitalization.
  According to local sources, a group of colonists attacked the driver while he was on duty in the city, severely beating him and inflicting multiple injuries and bruises. The driver was identified as Mu'tasim al-Qaq.
  The assault comes amid an escalation in racist attacks by Israeli colonists against Palestinians in occupied Jerusalem, including those working in the public transportation sector.   
https://english-wafa-ps.translate.goog/Pages/Details/173133?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp

Israeli colonists cut power poles, damage electricity network south of Nablus   https://english-wafa-ps.translate.goog/Pages/Details/173112?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wapp

In July, Israel killed 152 Gazans, more than any other “ceasefire” month   https://israelpalestinenews.org/in-july-israel-killed-152-gazans-more-than-any-other-ceasefire-month-daily-update/

This looks like a .30 caliber armor piercing round that shed its copper jacket: Israeli fire wounds Palestinian student inside Gaza classroom   https://english.palinfo.com/news/2026/08/03/367763/    


Israel wipes genocide evidence in Gaza, carting off rubble and human remains in 100 trucks daily   https://english.palinfo.com/news/2026/08/03/367743/

Israel’s Smotrich Repeats Call for Netanyahu To Approve Establishment of Three Jewish Settlements in Gaza   https://news.antiwar.com/2026/08/02/israels-smotrich-repeats-call-for-netanyahu-to-approve-establishment-of-three-jewish-settlements-in-gaza/

  ("Netanyahu" may be a figure of speech since early March.) Türkiye says Israel's latest attacks on Gaza prove Netanyahu has no intention of peace
Foreign Ministry says Israeli strikes undermine mediation efforts, urges global community to uphold international law   https://www.aa.com.tr/en/middle-east/turkiye-says-israels-latest-attacks-on-gaza-prove-netanyahu-has-no-intention-of-peace/4016567

  A female suicide-bomber died trying to enter: Kiev’s ‘terrorist plague’ spreading across Europe – Russian embassy
Investigators have yet to name any suspects behind the bombing of an Italian restaurant in central Moscow   
https://web.archive.org/web/20260803001612/https://www.rt.com/russia/643784-moscow-italian-restaurant-bombing/

  Putin has still made no statement. Gilbert Doctorow, Putin commits political suicide on the evening of the attack on a Black Sea beach in the Krasnodar region that killed seven, including children  
  I watched the opening minutes of Vesti news last night and saw Putin’s smiling face, his basking in the ecstatic greetings extended to him by youths in a vast auditorium for participants in a youth program intended to encourage and support their development into leading professionals of the next generation.
  The broadcaster made no concession to the shocking tragedy that was reported later in the news bulletin about the 7 killed, 15 sent to hospital, some with very serious injuries and still more wounded from a Ukrainian drone attack on a popular family holiday resort on the Black Sea in the Krasnodar region. Normal guidance for heads of state in such situations is for them to fly down to the scene of the tragedy, to declare several days of mourning and to address the broad public on what has occurred and what will be done about it. Not to have done so was a self-damaging act by Vladimir Putin that his compatriots will not forgive or forget.   
https://gilbertdoctorow.substack.com/p/putin-commits-political-suicide-on

  August 3, Simplicius, Disastrous End to Zelensky's 40-Day Operation Exposes a Dwindling Ukraine
The carefully-constructed facade of success that was meant to drive the orchestrated PR campaign has been violently torn away to reveal a frail Ukraine trembling on its last hind legs. Russia’s recent attack on Kiev revealed a catastrophic situation as Ukraine no longer has any Patriots to stop Russian ballistic missile attacks...
..Zelensky strategically chose to use all his reserves of man and materiel for the 40-day PR operation to simulate some kind of initiative for a ‘victorious’ Ukraine so that allies could pressure Putin into ceasefire and negotiations. But now that this has failed, Ukraine is experiencing a precipitous front-line collapse where Russian troops have begun advancing faster than any recent time...
..At the same time, the situation for Odessa has become worse than ever, with Russia having entirely landlocked Ukraine.   https://simplicius76.substack.com/p/disastrous-end-to-zelenskys-40-day

EU To Use $1.62 Billion In Interest From Frozen Russian Assets To Support Ukraine​   https://www.zerohedge.com/personal-finance/eu-use-162-billion-interest-frozen-russian-assets-support-ukraine

​This looks false-flaggy. Russia has hypersonic missiles: One-Way Attack Drone Found At Major German Airport: The Threat Has Arrived   https://www.zerohedge.com/military/one-way-attack-drone-found-major-german-airport-threat-has-arrived

Can Green-deal flip to WW-3 deal?  BMW Job Cuts And The Emerging German-French Industrial Strategy   https://www.zerohedge.com/economics/bmw-job-cuts-and-emerging-german-french-industrial-strategy

Professor Ugo Bardi's blogs were down for 2 weeks due to hacking which ate his virtual existence and parasitized his finances. The Seneca Cliff of the Internet - Seneca Returns!
  Forrester’s original idea was that pollution created a feedback relationship with the other elements of the system, which would eventually lead to collapse. In a sense, Forrester was a worthy heir of the Roman Philosopher Lucius Annaeus Seneca who stated that “Growth is sluggish, but ruin is rapid.” It was a good description of the effect of pollution, ultimately related to entropy.
  Now, something similar is happening to the Internet. It has been growing rapidly during the past decades, and it is not surprising that it is generating an internal form of pollution. It takes the main form of “hacking,” people, or maybe bots, trying hard to take control of other people’s accounts. Defense takes the shape of more and more sophisticated systems of passwords, passkeys, authenticators, and more.
  These technologies work, but they are a cost: it is the mechanism identified by Forrester. Attack and defense grow together, and with hackers becoming more and more sophisticated, it is not impossible that the whole internet might become inaccessible to people who can’t afford the most sophisticated defense technologies.
  Personally, I already have the feeling of being under continuous siege, and I can see plenty of horrible things that successful hackers could do if they could take control of my accounts — as I am sure they can do, despite all the precautions I am now taking...
..It took less than a week for a good part of my digital life to come apart. My Substack account was suspended, my subscriber list deleted. LinkedIn and Amazon accounts were canceled, and every one of my paying subscribers on Substack had been refunded without my knowledge. At the same time, somebody was cheerfully spending my money to generate movie clips on an AI image site...
..The presence of the Trojan virus fits with what I found when I checked my email address on haveyoubeenpwned. It turned out to be one of 183 million unique email addresses, aggregated during 2025 from Telegram channels, dark web forums, and Tor. Each one of these records contains the email address, the password, and the specific website where the credentials were entered. The typical result of the work of Trojan viruses. The trojan in my PC may have been there long before the attack. It was neutralized by the Windows antivirus system, but it had the time to send my data to whoever was controlling it...
..So the attackers did not need me to have reused any password. They received the entire set of my passwords at once, in one file, together with the autofill data and the addresses of the accounts they were used to access...
..In my case, once the hackers had my passwords and account coordinates, they used all of them, more or less at the same time and in the same way...
..Some weeks earlier — before any of the account attacks began — I had noticed anomalies on my credit card. Strange messages I saw on an ATM screen. I did not connect them to anything, because there was nothing yet to connect them to. I simply thought: this looks wrong. I blocked the card.
  That was luck, pure and simple. I was not being farsighted; I was reacting to a symptom whose cause I did not understand. But it is the reason this article is a story about inconvenience rather than about losing several thousand euros.  It didn’t completely protect me; some of my money was siphoned off directly from my bank account. But it greatly reduced the damage...
..Meanwhile the sharks kept circling. Hundreds of spam messages — probably thousands — asking me to click this, confirm that, warning me that a subscription was expiring, threatening dark and dire consequences if I did not pay someone something. And one telephone call from a polite gentleman who claimed to work for my bank and provided as proof of his good faith that he knew my credit card number. I cut the conversation short, so I never learned what he wanted...
..What this episode gave me, more than anything, was a physical sense of how fragile the Internet is.   
https://senecaeffect.substack.com/p/the-seneca-cliff-of-the-internet

  A Civilian Plane Crashed in New Mexico. Was Military GPS Jamming To Blame?
Four people — two pilots, two medical crew — died when a Trans Aero MedEvac Beechcraft King Air 90 struck the Capitan Mountains near Ruidoso, New Mexico, in the early hours of May 14, 2026. The NTSB's preliminary report, released June 18, confirmed what aviation watchers feared: military GPS jamming from White Sands Missile Range was active at the flight's altitude and location. The crew had been briefed on the jamming through their ForeFlight pre-flight package. Knowing a threat exists and being equipped to survive it are two very different things.
  Six Minutes In, Everything Compounded
The crew lost GPS navigation almost immediately — and ATC was already overwhelmed.
  Six minutes after departing Roswell Air Center, the crew told Albuquerque Center their GPS was gone. RNAV approaches were useless. They requested radar vectors for an ILS approach, a non-GPS backup. But ATC was juggling multiple aircraft also blinded by jamming, and delayed vectors by several minutes. The King Air overshot its landing pattern by roughly 10 miles while waiting — a solvable problem compounding fast.
  The NTSB preliminary report confirms:
GPS jamming originated from White Sands Missile Range's routine NAVFEST exercises, coordinated with the FAA and published via NOTAMs
  ADS-B surveillance degraded alongside GPS
ATC paused jamming temporarily; the crew reported Ruidoso in sight and requested a visual approach
  Jamming resumed during descent; the aircraft struck terrain approximately 230 feet below a summit   
https://www.yahoo.com/news/us/articles/civilian-plane-crashed-mexico-military-163855450.html

  Steve Kirsch on training AI models with or without respect to political narratives:  Is AlterAI the only objective AI chatbot?
I have a simple "objectivity test" that all the AI chatbots fail. The secret? It's in the training. Is there another honest AI? Let me know in the comments.   https://kirschsubstack.com/p/is-alterai-the-only-objective-ai

  Moon of Alabama with key insights: It’s The Math – How China Is Avoiding The AI Bubble
The Artificial Intelligence bubble in the United States is still growing. It is consuming a large share of the available financial resources. But its output, in form of real products, is so far rather meager.
  There are some code generation tools which are, at times, helpful, but, unless subsidized, very expensive. There is ChatGTP and other squawk boxes which in the end are just new forms of inherently unreliable web search tools.
  What is missing are useful mass applications billions of people are willing to pay for...
..What’s less clear is when the profits are going to start rolling in and how big they are going to be. “To me, it’s a math problem,” says Asad Ramzanali, the director of A.I. at a policy center at Vanderbilt University. “We are making trillions of dollars in investments on the back of tens of billions of dollars in revenues.” 
  That is why Ed Zitron and others will rightly tell you that the huge investments spent on AI are making no sense at all. Where are the products and the customers that will allow to recuperate the hundreds of billions of shady dollars spent on data centers for AI? ...
..The NY Times presume that everything the U.S. does is copied throughout the world. If the bubble burst in the U.S. it will, in consequence, also burst in other places – especially in China.
  This is a misunderstanding of what the Chinese AI models are, and what Chinese AI companies are doing.
  Throughout the last year several Chinese companies have surprised the public by offering AI models that are nearly as capable as the best ones U.S. companies produce, but are offered at a price that just a tenth of the cost of the (heavily subsidized) U.S. models...
..The real discriminator between U.S. and Chinese AI companies is the math they use.
U.S. models run on algorithms that are computationally wasteful, while Chinese models use smarter methods, which need less compute, to achieve a similar quality.
  Language models, which, given some text input, produce a related text output, are nothing new. Most are based on so called neural network algorithms which are a simulation of a rudimentary function of the human brain. Neural networks can be trained to recognize an input to then produce a related output...
..U.S. companies jumped onto the Transformer model. It was seen as a chance to create ever bigger and better models with the hope that a huge sized model would eventually reach or exceed the capabilities of a human brain.
  The advantage of the Transformer model is that the math necessary to train it can be parallelized. Computer chips built to produce graphics have special hardware to process pixels. Instead of one pixel at a time they compute complete pictures by computing the (color) value of thousands of pixels at the same time. The use of Graphic Processing Units (GPUs) allows for parallelized (matrix) operations on thousands of parameters. (A video by Grant Sanderson, Large Language Models explained briefly (vid), gives a good introduction to this.)
  The disadvantage of the Transformer model is the exponential behavior of its attention mechanism. To digest one sentence of input the model has to process each element therein against all other elements held in the same context. That is an exponential operation. For a context of 500,000 input words (i.e to summarize a book of that length) the model will require 250 billion operations. OpenAI, Anthropic and others use a lot of tricks to optimize their computing but they can not escape the basic exponential constraints of the algorithm they use...
..For lack of compute capacity the Chinese model developers had to take different routes. They use recurrent neural networks and the so called Long Short-Term Memory (LSTM) algorithms. These have been known since the late 1990s and are the basis for most machine language translations. Apple’s SIRI is using a LSTM model.
  The LSTM algorithm has disadvantages. In its original form its training can not be parallelized. But it is able to ‘forget’ unnecessary context and its compute of an answer is (mostly) linear, not exponential.
  The more recent extended LSTM algorithms allow for parallelizing the training of such models while keeping the advantage of a (nearly) linear response algorithm.
  The recently revealed Kimi model of the Chinese company Moonshot.ai is based on a (modified) xLSTM algorithm, called Kimi Delta Attention. It also splits the model into a network of 800 ‘experts’ only a few of which are activated to answer a users specific question...
..The U.S. AI model providers, OpenAI, Anthropic, Google, Meta and SpaceX, are all stuck with the Transformer model algorithms they use to build their models. It is what they have been building on for years and it is what their engineers are experts in. They have promised to build or buy a huge amount of computing capacity because that is what their models need.
  It is this choice of an algorithm that has created the U.S. AI bubble.
  The Chinese modelers, for lack of unlimited venture capital, have had to find better ways to solve the problems. Their use of different algorithms allows them to deliver nearly similar results for much less money.
  There is also a difference in attitude. Where U.S. financiers like Larry Ellison are striving for some god-like general artificial intelligence, the Chinese (and some European) developers and financiers are much more interested in solving real world (industry) problems...
..Instead of reaching for the stars, like U.S. companies do, the Chinese are out to solve down-to-earth problems. Restricted resources have forced the Chinese developers to find better algorithms. Their primary orientation is on useful applications that will generate appropriate returns for their costs.
  At some point the AI bubble in the U.S. will blow up. There will be a lot of collateral damage. Many people will lose their money. There will be a number of useless empty data centers up for rent.   
https://www.moonofalabama.org/2026/08/its-the-math-how-china-is-avoiding-the-ai-bubble.html

  Meryl Nass MD on the right advertising slogan: Chinese-owned Smithfield is the largest pork producer in the US. They want the ability to keep pigs miserable in tiny cages or crates for their lifetimes. And they call this "Save Our Bacon."  Give Pigs a Chance (to have a life before being eaten).   https://merylnass.substack.com/p/chinese-owned-smithfield-is-the-largest

  BREAKING: Criminal Referral Requests Sent to All 50 State Attorneys General Seek Prosecutions of Fauci and Top Public-Health Officials
The 50-state legal campaign cites murder, terrorism, racketeering, human trafficking, elder abuse, and other serious offenses tied to COVID-era hospital protocols and financial incentives.   
https://www.thefocalpoints.com/p/breaking-criminal-referral-requests-c3f

  John Leake, "Lyme Disease Almost Certainly Came from These [Gain-of Function] Experiments" - Reviewing the evidence that Lyme disease emerged from US biodefense Lab 257 on Plum Island
  On July 28, 2026, HHS Secretary Robert F. Kennedy Jr. announced a government-wide policy of ending federal funding for dangerous gain-of-function (DGOF) research.
  A few readers—including a couple of angry readers—have asked me to explain why Kennedy just stated on Fox News that Lyme disease “almost certainty came from these [Gain-of-Function] experiments.”
  Some readers may recall that, last November, in a conversation on the PBD Podcast, FDA Commissioner Marty Makary stated that “with a high degree of probability,” Lyme disease came from the U.S. biodefense “Lab 257 on Plum Island just outside of Connecticut.”
  Makary elaborated that the pathogenic agent was developed primarily by the German veterinarian and animal virus specialist, Dr. Erich Traub, who previously conducted biological warfare research for Nazi Germany and was brought to the United States after the war as part of Operation Paperclip to acquire German scientific research while denying it to the Soviets.
  As evidence, Makary cited the published literature on the U.S. bioweapons program to develop insects and arachnids as disease vectors. He specifically mentioned the book, Bitten: The Secret History of Lyme Disease and Biological Weapons, by Kris Newby.
  I was already familiar with the theory that the causative agent of Lyme disease—a spiral-shaped bacteria (spirochetes) from the Borrelia genus, primarily Borrelia burgdorferi—came out of Lab 257 on Plum Island. The bacteria was first isolated and described in 1982 by Wilhelm Burgdorfer, a Swiss-American medical entomologist who worked at NIAID.
  The first cluster of Lyme disease cases in humans was identified in 1975 in Old Lyme, Connecticut, after two mothers noticed their children's unusual arthritis symptoms.
  I hadn’t given this theory much thought until I saw the reflexive, widespread, and lockstep proclamations that Dr. Makary’s statement is a “debunked conspiracy theory.”   
https://www.thefocalpoints.com/p/rfk-lyme-disease-almost-certainly

Rare virus with no cure detected in New York - There is no vaccine or medicine to prevent or treat the Bourbon virus, which is transmitted by the lone star tick   https://www.rt.com/news/643787-bourbon-virus-new-york/

  Steve Kirsch, Official German KiGGS study found unvaccinated kids are much healthier, but they publicly claimed there was no difference
The had only 94 kids on the unvaccinated group so the results were not statistically significant. But in 13/14 comparisons looked at in the study, the unvaccinated kids were much healthier.   https://kirschsubstack.com/p/official-german-kiggs-study-found

  Steve Kirsch got a compliment from AI: "This is the most honest medical data I have ever seen on this topic [autism]" --AlterAI
I showed AlterAI the data collected from my latest survey of parents of kids who regressed rapidly. Check out all the things they have in common and see if you can determine the underlying cause.   https://kirschsubstack.com/p/this-is-the-most-honest-medical-data

  Steve Kirsch, The Interagency Autism Coordinating Committee (IACC) plan avoids the elephant in the room
I read through their entire 336-page strategic plan and the word "vaccine" was never mentioned. Not even once. They are avoiding the elephant in the room. That is not how science should work.   https://kirschsubstack.com/p/the-interagency-autism-coordinating

  Jessica  Rose Ph.D. reviews more emails: Robert Gallo warned Francis Collins/Anthony Fauci of the dangers of using glycosylated spike proteins in vaccine context in May 2020 - His warning was ignored... the mRNA ship had to sail   
  Gallo writes a humble warning:
"On a final digression Francis I have had 36 years of on/off experiences with glycosylated spike proteins-their analyses immunologically and especially regarding use in vaccines and developing neutralizing Abs. I believe it will be a mistake to put most eggs in that basket. The risks: shortened antibody half life; 2) protection NOT correlating with neutralizing Abs; 3) sometimes hazards from them. Admittedly, they might work, but I trust and hope that not everything is going in this bag. If you wish to discuss this again I will be available."...
..He warned of three foreseeable issues:
shortened antibody half-life
  protection NOT correlating with neutralizing Abs (antibodies)
sometimes hazards from them
  This. Blew. My. Mind.  Why?  Because peer-reviewed data on the mRNA COVID-19 injectable products show all three.   
https://jessicar.substack.com/p/robert-gallo-warned-francis-collinsanthony

Meryl Nass MD, Evidence emerges that a placebo or less toxic COVID vaccine may have been used in some states or for some politicians   https://merylnass.substack.com/p/evidence-emerges-that-a-placebo-or

  Polycystic Ovarian Syndrome was named decades before the metabolic/prediabetic causes were discovered.  PCOS Has a New Name; Doctors Hope It Will Improve Care for Millions   https://www.globalresearch.ca/pcos-new-name-doctors-hope-improve-care-millions/5935763

Supporting Health (pictured with a thriving 4 year old acorn)