Monday, August 3, 2026

Choices To Make

 Reviewing Options,


  Empires extract tribute from the states they rule in order to sustain the military and administrative structures of empire and also to further profit imperial elites.
The current Petrobuck-Empire controls the oceanic trade routes with the US Navy and downsized "allied" forces such as the UK, the recently demoted seat of global naval empire. The primary extraction mechanism of empire is the ongoing dilution of the global reserve currency with freshly minted $US, which are accepted everywhere at face value, for things like oil and high-intensity neodymium magnets. 
  This "exorbitant privilege" funds the imperial forces, and also makes the industrial exports of the seat of empire less competitive, since the $US is in artificially high demand for trade and savings/reserves. UK industry was hollowed out by this same "Triffin Dilemma" before and after the weakened British Empire was demoted to a commonwealth. The UK had peak-hard-coal during WW-1 and was unable to export it to Italy after that war. Italy started getting hard-coal from Germany and changed alliances by WW-2.
   The US was the world's biggest producer and exporter of oil and refined products in WW-2, as the rest of the world transitioned into petro-economy during that war. The US and UK cooperated to control the oil trade after WW-2, including the use of wars and coups, such as the pivotal 1953 CIA/MI-6 "Operation Ajax" against Iranian-nationalist Prime Minister,  Mohammad Mosaddegh, who had recently nationalized the British oil monopoly in that country. That festering wound is the crux of the current Hormuz Strait Crisis for the control of global oil flows through that choke-point. The Petrobuck Empire is being seen as unable to maintain dominance of this critical oil-exporting, which calls the tributary arrangements of the Petrobuck-Empire acutely into open question. 
  Is a hegemonic empire necessary in the modern world? How would trade on the high seas be protected from piracy, if not by a hegemonic empire? What might be the arrangements for pipelines and railroads along China's "New Silk Road" and other initiatives by the great Eurasian land powers, Russia and China? The current BRICS movement asserts that no empire is necessary to manage world trade, and that the profits assigned to the imperial elites, military and financial system would serve the world and humanity better if more fairly and evenly distributed. 
  There is room for large Eurasian nations, Russia, China, India, Iran and Turkey, to immediately gain from the orderly dissolution of the Petrobuck Empire, but their own historical and logistical rivalries stand to break such an alliance apart once the initial goal is realized. The question of long term feasibility of global trade without a hegemon, unlike the Strait of Hormuz. This will have to be negotiated now, this year, near term, because the shortages of oil, natural gas, nitrogen fertilizer, and helium for microchip circuitry are becoming acute as buffer-supplies are exhausted.
  The structural inducement for global elites to use the $US as global trade and reserve currency, the "carrot" to match the imperial-military "stick" of the Petrobuck Empire, is the payment of real interest after inflation on large holdings of $US within the imperial financial system, such as adequately high yields on US Treasury debt. These arrangements bind wealthy people and comprador-elites, as well as the global central banking system to the $US as reserve currency, as long as the system maintains the real-interest-after-inflation profit relationship for all parties. 
  The ability of the $US global financial system, centered upon the US Treasury and Federal Reserve Banks, to keep paying real returns on reserves is called into question as the global real economy of goods and services has tipped from 300 years of growth into terminal decline as limits upon oil and natural gas supplies and rising costs of extracting all mineral wealth impose physical economic limits which are not political or financial in nature. Diesel and jet-fuel are middle distillates from heavy crude oil, not light fracked oil or natural gas "condensates". Some trade off in refineries between diesel and jet fuel is possible, but only some. What hydrocarbon chains can be extracted from heavy crude in refining is not open to negotiation, and world supplies of diesel fuel have been stagnant since 2014, with fluctuations, particularly reductions during COVID lockdowns, Diesel usage has not risen to the seasonal peaks seen between 2014 and 2020 since global economy "recovered". Diesel fuel supplies are a hard limit on real economy. The largest polluter in the world, the US military uses a lot of diesel and jet fuel, as does every other military. As WW-3 spreads, the supplies of fuels to peaceful applications like agriculture and transportation will be curtailed hard. Russia and Ukraine are modeling this now.
  Since gobal real aggregate real economic growth has hit hard limits, and economic growth is good for financial and power elites and their wealth, the BRICS paradigm of more evenly distributing profits has wide appeal. Opposed to a wealth-redistribution arrangement are all current financial and power elites who are structurally invested in the $US system, though their loyalty would be eliminated if that system were to crash, as it did in 2008, and stop paying them for support.
  The open question in global trade and finance is whther a "New Bretton Woods" arrangement can be negotiated soon, or if it will have to wait until after a kinetic WW-3 has destroyed much of the real wealth in the world, going into the epoch of less fuel and less mineral wealth, which mean that whateverworld economy is rebuilt will be much smaller overall.
  Trump the dealmaker has been trying to build as strong a negotiating hand as possible for the US and the Petrobuck-Empire, but what seems to be happening is that the actual limits of the US military are being laid bare for global analysis, as Iran prevails in the Persian Gulf theater, and US forces keep having to move farther away from Iranian missiles, which can reach well beyond the Mideast theater, already. US forces have retreated to Jordan and have taken losses of F-35s and personnel there. Israel is a little farther from Iran, but not enough to matter. The next jump is Cyprus, also within the range of Iranian hypersonic missiles, but maybe not yet Iranian drones. Cyprus is not the Mideast at all.
  Treasury Secretary Scott Bessent has started advocating for a revised Bretton Woods agreement, not a new agreement, with an eye to maintianing the $US as global reserve currency, but cutting costs to the US. This is an opening position for negotiation, one with a weakening military and economic hand, and approaching a financial calamity which will destroy the negotiating position of global financial and comprador elites. Time is of the essence. Russia, India, Turkey and Iran play chess. China plays Go, and Americans play poker.
  President Donald Trump appears to be subordinate in the military command structure to powerful zionist financial and intelligence elites. This control seems pervasive. I do not know what the coercive factors are. Is there a breaking point where Trump would rebel against self-destructive and nationally-destructive Israeli orders? How many Israeli crimes against the US might be openly revealed? What if Trump knew that Israel was about to fall, anyway, but could still carry out the threat(s)? I wonder about this a lot, but I get nowhere with it.
  Trump needs to gracefully admit defeat to Iran, but it is against his narcissistic nature, and it appears to be against his orders from zionist elites. Trump has already critically depleted US offensive missiles, and especially defensive missiles, which would make the US lose a war against a peer adversary like Russia or China rapidly. Missile stocks would be gone in a week or two. This is a very weak hand for Trump the poker player, but he can still make it weaker.

  July 31, Moon of Alabama, War On Iran: – U.S. (Again) Blocks Strait Traffic
The first Qatari LNG shipment in three weeks has successfully passed through the Strait of Hormuz along an Iranian-designated route with Tehran’s authorization, Fars news agency reported.
  Three weeks ago, following a US violation of a memorandum of understanding, Tehran mandated that all maritime traffic through the Strait require Iranian approval. Fars said that the Qatari tanker presented clear identification data and adhered to the Iranian-designated route, allowing it to sail smoothly through the waterway.
—The U.S. though, despite being an ‘ally’ of Qatar and Pakistan,  did not like the precedent
..The U.S. has blocked a Qatari LNG tanker from continuing to Pakistan simply because it used the Iran-designated safe corridor, and not the US-backed one.   
https://www.moonofalabama.org/2026/07/war-on-iran-u-s-again-blocks-strait-traffic.html

  The Honest Sorcerer points out that ag-machinery, trucks and trains run on diesel fuel, and need lots of motor oil. We know about the shortages of nitrogen fertilizer from oil and gas. Without those things 90% of us would soon die, casualties of resource-wars. No Oil, No Food - How the many converging crises lowered the prospect of keeping all 8.3 billion of us alive   https://thehonestsorcerer.substack.com/p/no-oil-no-food

​  TreasurySecretaryBessent  hasbeen talking about revising Bretton Woods. Bretton Woods institutions must reorient, US Treasury secretary saysSpeaking at the Institute of International Finance (IIF) on April 23, Bessent called on the IMF and the World Bank to correct trade imbalances and protect the value of fiat currencies against exchange rate risk."The Bretton Woods institutions must step back from their sprawling and unfocused agendas," Bessent said.​..Speaking at the White House Digital Asset Summit on March 7, Bessent said stablecoins could drive international demand for US dollars and US government debt instruments.Bessent added that the Trump administration will use stablecoins to protect the US dollar and its status as the global reserve currency.
​  Bitcoin maximalist Max Keiser argued against this plan, predicting that gold-backed stablecoins would outcompete dollar-pegged tokens due to the desire for low-volatility, inflation-resistant money.​   
https://www.tradingview.com/news/cointelegraph:884cb0e3a094b:0-bretton-woods-institutions-must-reorient-us-treasury-secretary-says/

​  4​/15/26 Secretary Bessent IMFC-DC Statement
​  This year’s Spring Meetings of the International Monetary Fund (IMF) and World Bank provide an important opportunity to engage on current global economic challenges as well as our work with partners and the international financial institutions to support a pro-growth agenda, macroeconomic and financial stability, and poverty reduction.​..
​..In recent years, the IMF has suffered from mission creep. Its work has too often extended into areas such as international development, climate change, gender, and social issues, which are disconnected from the institution’s core mandate. To restore its relevance and impact, the Fund must drop these extraneous items and focus on the critical economic work at hand.​..
​..The IMF’s lending function must also remain disciplined and focused. Strong programs are built on meaningful policy conditionality that address the root causes of balance of payments problems ​...The United States also expects the IMF to advance reforms and structural benchmarks that strengthen borrower accountability in program implementation. In a more constrained external financing environment, the IMF should promote domestic revenue mobilization, better governance, and policies that support durable, private sector-led growth...
..The Bank must do more to advance developing country access to abundant, affordable, and reliable energy to support economic growth and poverty reduction... Financing that delivers energy abundance will provide a strong boost to growth, which will also support debt sustainability.
We also expect more from the Bank on critical minerals, which are central to economic growth, technological leadership, and countries’ economic security. ​  Building on the recent adoption of a critical minerals strategy, we expect to see all parts of the Bank move quickly to support the policies, projects, and associated infrastructure needed to unlock more deals that will help diversify critical minerals supply chains and increase domestic value capture across the supply chain...
..Focusing on the Bank’s core mission also means abandoning its distortionary 45% climate finance target, which impedes market efficiency, distorts incentives, and undermines efforts to reduce poverty and spur economic growth. We welcome the coming expiration of the Climate Change Action Plan, and upon its long-overdue expiration, expect the Bank to immediately shift its myopic focus on climate and financing volumes to one that emphasizes high-quality, durable projects rather than shaping and selecting projects to chase arbitrary financing targets that do little to lift people out of poverty...
..More than eight decades after their creation at Bretton Woods, we must ensure that the international financial institutions remain true to their mandates and fit for purpose
​  Streamlining policy priorities will allow both the World Bank and IMF to focus limited public resources on effectively fulfilling their core mandates while nimbly responding to crises. The United States will continue to work with Management and staff, as well as other shareholders, to advance these priorities.​   https://home.treasury.gov/news/press-releases/sb0442

​  Tass, US sees profits as key foreign policy goal, Russian diplomat says
According to Rodion Miroshnik, the United States is doing everything possible to preserve and strengthen its hegemony​   https://tass.com/politics/2167891

​  Gold & Geopolitics, Daily digest: 2026-08-01
Yesterday's threads all snapped taut at once: the BOJ decision landed (no hike, a record ~$90B burned) and the US Treasury now signals it may intervene on the yen directly, while the 30-year yield broke out to 5.27%. 
​  Iran moved from threatening Hormuz to striking two US-Navy-escorted tankers in it, and Trump reportedly ordered a fresh weekend campaign on Iranian energy targets
​  Ceuta escalated from a swim-in to riots, 41 dead and a cascade of Schengen suspensions; Kyiv took 25 missiles with a single Patriot fired back.​..
​..Iran-Hormuz: escorted tankers hit, Kuwait drones, Trump orders weekend energy strikes​ - CENTCOM's fact-check insisting Hormuz "remains open" ran head-first into Iran's footage of burning tankers (CENTCOM); IRGC says no vessel passes without a Persian Gulf Strait Authority permit, and it blocked six tankers Friday (zerohedge).
​  Kuwait reports Iranian drone strikes on Al Jaber Air Base and a Bubiyan Island facility described as a HIMARS/ATACMS launchpad, admitting damage from "shrapnel" (MenchOsint); (zerohedge).
​  US pulling back in Iraq: troops and Patriot batteries out of northern Iraq (zerohedge); Erbil withdrawal accelerating (DougAMacgregor); an An-124 seen relocating a depleted Patriot battery via Erbil to Cyprus (MenchOsint).​..
​.. CSIS puts US Patriot stocks down ~65% since February to under a thousand while Lockheed's up-to-$58.6B rebuild answers "in years, not days" (shanaka86).
​  The most-cited human cost: a US 2,000-lb bomb on a civilian neighborhood killed a husband, wife and 2-year-old son (MenchOsint)​...
​..Oil: SPR at 1983 lows on the 18th straight draw; refining premium a record $60​ - SPR fell to 308M barrels, lowest since March 1983, an 18th consecutive weekly decline (-26% over the run); commercial crude at its lowest since 2018 (KobeissiLetter); (Hedgeye).
​  Exxon's CEO says available refining capacity has never been this low relative to demand (JavierBlas); Jeff Currie pegs the refined-products premium over crude at a 30-year-record $60/bbl (steve_hanke).​   
https://no1sdailydigest.substack.com/p/daily-digest-2026-08-01

​August 1, Simplicius, US Careens Into Senseless Iran Escalation Amidst Lack of Options   https://simplicius76.substack.com/p/us-careens-into-senseless-iran-escalation

August 2, Trump Says "Perimeters Of A Deal Reached" With Iran To Reopen Hormuz After Call With Saudi Crown Prince
Although no US strikes were launched from Friday night into Saturday morning and the Gulf region remained quiet early Sunday, anticipation surrounding President Trump's next move is keeping energy traders and Gulf governments on edge. The big concern is that another round of strikes could trigger a wider regional conflict, particularly as the Iranian-backed Houthis have reactivated offensive operations in the southern Red Sea in recent weeks.
​  The Trump administration and Department of War may pursue de-escalation from here after Trump wrote on Truth Social late Saturday night: "We have just been asked by Iran, and other Middle Eastern Countries, to hold off any attack in that the perimeters of a deal has been agreed to."​     
https://www.zerohedge.com/markets/trump-says-perimeters-deal-reached-iran-reopen-hormuz-after-call-saudi-crown-prince


​  Gold & Geopolitics, Daily digest: 2026-08-02
The big delta is a whiplash TACO: after ordering a weekend energy-strike campaign on Iran, Trump cancelled within hours and claimed the "perimeters of a deal" that reopens Hormuz, and weekend oil pumped into Friday's close then dumped hard. 
​  Underneath the theatre, the harder news is structural: US debt crossed $40T with the 30Y at 2007 highs, Washington and Tokyo ran their first joint yen intervention in ~30 years, and a EUCOM commander privately warned he can no longer guarantee Israel's missile defense. Continuation elsewhere: Russia grinding the Donbas with Kyiv's air defense empty, AI de-grossing, and the Coldcard wallet theft now past $88M.
​  Trump cancels Iran strikes, claims Hormuz deal (the weekend TACO)​... The offer reportedly went via Qatar, with skepticism Iran accepts it (HormuzLetter); DarioCpx floats the sequence as Iran handing MBS an ARAMCO target list, MBS calling Trump, and Trump folding (JustDario).
​..Note​: This reverses a same-day escalation: earlier reporting had US tankers airborne and a two-week strike window "open."
​  US orders Americans out across the entire Middle East - Embassies in UAE, Qatar, Oman, Iraq, Jordan, Israel, Kuwait, Saudi, Bahrain and now Egypt issued near-simultaneous departure alerts, warning of flight cancellations and airspace closures​...
​..EUCOM: can't keep defending Israel; interceptor stocks dwindling
Gen. Alexus Grynkewich privately warned the Pentagon he lacks the naval forces to keep defending Israel from Iranian ballistic missiles and may have to prioritize the US homeland without another destroyer (sentdefender, citing WaPo; BRICSinfo).
​  Framed alongside SM-3/SM-6 shortages (MenchOsint); Greenwald notes the entire national-security apparatus is "entering a panic state" over defensive and offensive weapon shortfalls (ggreenwald).
​  Bond market break: $40T debt, 30Y at 2007 highs, US-Japan yen intervention​ - US debt "officially just passed $40 trillion," with a third to refinance within a year and the 30Y at its highest since 2007 (TreasuryBonds1) 
​  US borrowing rates hit their highest since June 2007 with credit-card serious delinquencies at 2010 highs (KobeissiLetter).
​  The US joined Japan defending the yen Friday, the first joint intervention in ~30 years (steve_hanke); the NY Fed sold EUR/bought JPY at Bessent's direction via the Exchange Stabilization Fund (Kathleen_Tyson_).
​  Gromen's read: the Iran/Hormuz shock "many said would break China is instead breaking Japan & the UST market first," putting Bessent in the Bank of England's 1992 position (LukeGromen). Japan has now spent roughly the market value of its entire official gold reserves defending the yen​   
https://no1sdailydigest.substack.com/p/daily-digest-2026-08-02

  ​Gold & Geopolitics, Daily digest: 2026-08-03
Two hard deltas over the weekend. Trump announced the "perimeters of a deal" with Iran to reopen Hormuz after a call with MBS, cancelled a strike he called the "biggest attack since WWII," and crude gapped down hard on the open — while Iran flatly denied any deal as a "desperate attempt to manipulate the market" and tankers kept taking fire in the US-backed corridor
​  Separately, the US-Japan joint yen intervention is now officially confirmed by Japan's MOF, with Bessent vowing repeats and Tokyo reaching for the Fed's FIMA repo line
​  Continuation underneath: Russian troops now within 5km of Slovyansk-Kramatorsk, and a tech melt-up running straight into BofA's strongest sell signal this century.​   https://no1sdailydigest.substack.com/p/daily-digest-2026-08-03

​  Trump Unloads On 'Duplicitous' Iran, Claims Secret Talks Despite Tehran's Public Rejection
Trump claims Iran wants talks; Tehran again denies any US negotiations.
​  Trump says Gulf allies halted planned US strikes in favor of diplomacy.
Iran says Hormuz talks with Oman are progressing, but US actions remain the obstacle.
​  Oil prices still falling on optimism over Hormuz negotiations & uptick in transit.
Tehran is betting it can outlast Trump by raising the costs of confrontation.​   
https://www.zerohedge.com/geopolitical/iran-denies-negotiations-us-after-trump-announces-talks-monday-afternoon

 'Defend Israel or the Homeland': Top US general issues stark warning to Pentagon brass
Washington has greatly reduced its interceptor missile stocks, jeopardizing its ability to fight China, while prioritizing the protection of Israel
​  The highest-ranking US general in Europe informed the Pentagon this week that he does not have enough naval units to protect Israel against potential Iranian missile strikes, according to a report by the Washington Post on August 1.
​  General Alexus Grynkewich, the head of US European Command (EUCOM), notified senior Pentagon officials in writing that without another navy destroyer, he will be forced to choose between defending the US "homeland" and defending Israel.​..
​..US naval destroyers in the eastern Mediterranean have long been part of Israel's defense strategy. They are equipped with radar systems and missile interceptors capable of countering Iranian ballistic missiles and drones.
​  EUCOM is responsible for protecting Israel from the Mediterranean and deterring any Russian ground incursion into NATO member states.​   
https://thecradle.co/articles/defend-israel-or-the-homeland-top-us-general-issues-stark-warning-to-pentagon-brass

Israel Blocks U.S. Transfer of American-Owned Iron Dome Batteries to Ukraine, Citing Fears of Technology Leaks to Iran​   https://www.thedefensenews.com/Israel-Blocks-US-Transfer-of-American-Owned-Iron-Dome-Batteries-to-Ukraine-Citing-Fears-of-Technology-Leaks-to-Iran/

Iran FM Accuses Israel Of False Flag After Mystery Drone Strike On Egyptian Port
Iran is suggesting that Wednesday's unprecedented drone attack on a US-owned gas-processing vessel moored at Egypt's Mediterranean port of Damietta was a false flag.
Even within hours of the incident first being reported by Egyptian authorities, which merely described an industrial fire of unknown cause, the incident was shrouded in mystery and contradictory reports. Some reports pointed to the Iranians, while others alleged the Houthis may have attacked the Mediterranean port.​..There was widespread speculation that this was the Iranians seeking to demonstrate to the Americans that it can disrupt energy flows across the whole broader region, even into the Mediterranean Sea.
​  But Tehran has since vehemently denied it was behind the alleged drone strike, with on Thursday its Foreign Minister Abbas Araghchi issuing a statement raising the prospect of an Israeli false flag.
​  "Egypt is an important friend and partner in the region, and its security is of utmost importance to us," Araghchi wrote on X. "We must all be vigilant against Israeli plots and false-flag operations designed to undermine regional peace."​   
https://www.zerohedge.com/geopolitical/iran-fm-accuses-israel-false-flag-after-mystery-drone-strike-egyptian-port

  Trump says Medicare and Medicaid may not survive as war spending takes priority​  
While the remark initially referenced childcare, Trump quickly expanded the idea to include broader social programs. “Medicaid, Medicare, all these individual things… they can do it on a state basis,” he said. “You can't do it on a federal [level]. We have to take care of one thing: military protection—we have to guard the country.”   https://www.msn.com/en-us/news/other/trump-says-medicare-and-medicaid-may-not-survive-as-war-spending-takes-priority/ar-AA1ZZsz4

​  Russia is reportedly providing Iran with satellite surveillance and signals intelligence that is helping Tehran locate U.S.  military forces across the Middle East and improve its ability to counter American  military operations, according to U.S. and European officials cited by NBC News.
​  The report, published on July 31, 2026, states that the intelligence sharing includes satellite imagery and signals intelligence collected from communications networks, radar systems, and military equipment. Officials familiar with the matter told NBC News that the information is helping Iran identify U.S. military positions and interfere with American-made aircraft and precision-guided munitions used in strikes against Iranian targets.​   
https://www.thedefensenews.com/Report--Russia-Providing-Iran-With-Satellite-and-Signals-Intelligence-to-Counter-US-Operations/

US Withdraws Troops, Patriot Batteries From Northern Iraq Amid Iranian Attacks​   https://www.zerohedge.com/geopolitical/us-withdraws-troops-patriot-batteries-northern-iraq-amid-iranian-attacks

​  Well if the President says so... President Trump Announces Deal for Hamas to Disarm While Israel Withdraws from Gaza   
According to the announcements: Hamas agrees to gradually surrender weapons in exchange for Israeli troop withdrawal, under a phased plan announced by Donald Trump.   "As disarmament is completed, Israeli forces will withdraw, and the International Stabilization Force will work with a new Palestinian police force to take responsibility for Gaza being safe for its residents and its neighbors."
​  Verification & Oversight: A verification committee will monitor disarmament and troop withdrawal, with weapons stored under a new Palestinian administration.  
​  International Mediation: Agreement brokered by Egypt, Qatar, Turkey, and the US-led Board of Peace, aiming to enable Gaza reconstruction and humanitarian access.​   https://theconservativetreehouse.com/blog/2026/07/31/president-trump-announces-deal-for-hamas-to-disarm-while-israel-withdraws-from-gaza/

Full text of the roadmap to complete the implementation of the Trump plan in Gaza​   https://english.palinfo.com/news/2026/08/01/367635/

​  As Gazans suffer, Israel says No to ceasefire package – Daily Update
The Palestinian group Hamas has agreed to a written agreement for the second phase of the Gaza ceasefire based on a “comprehensive package” of reciprocal and simultaneous commitments, conditional on Israel’s full implementation of the first phase, a Hamas spokesperson said, adding that the agreement should be treated as a single, integrated package. “If Israel does not implement (its obligations under the agreement), we will not implement ours either,” Hamad said.
​  *NOTE: According to the first phase of the Gaza ceasefire agreement, signed by Hamas and Israel on October 9, 2025, the IDF was required to withdraw troops to specified lines and not return; all military operations were to be suspended; and Israel was to begin allowing entry of at least 600 truckloads of humanitarian aid per day.
​  Today, Israel has not only not withdrawn, it is holding more of Gaza than before – from 53% to approaching 70% (with possible plans for 100%); military operations have continued, with almost daily attacks and at least 1,200 Palestinians killed; and an average of about 85 truckloads of aid have entered Gaza per day.
​  The Israeli government has rejected a proposal reached by mediators in Cairo with Palestinian factions and is insisting on the complete disarmament of Hamas* as a key condition for any progress on US President Donald Trump’s plan, according to the Israeli newspaper Yedioth Ahronoth. The report said Israel has made clear it will not withdraw from the so-called Yellow Line until Hamas is fully disarmed and the Gaza Strip is completely demilitarized.​   
https://israelpalestinenews.org/as-gazans-suffer-israel-says-no-to-ceasefire-package-daily-update/

​  Israel kills 19 in Gaza as attacks escalate despite latest Trump plan
Israeli ceasefire violations mount as strikes target critical Gaza infrastructure and residential buildings.​   
https://www.aljazeera.com/news/2026/8/2/israel-kills-five-in-gaza-despite-trumps-hamas-disarmament-plan

Israeli Strikes Kill Two in Gaza, Destroy Medicine Storage Warehouses​   https://english.aawsat.com/arab-world/5302361-israeli-strikes-kill-two-gaza-destroy-medicine-storage-warehouses

G​aza R​ights C​enter warns of spiking cancer deaths in Gaza amid travel restrictions​   https://english.palinfo.com/news/2026/08/01/367657/

​  Ben Gvir voices arrogant remarks against Palestinian women prisoners
Far-right Israeli National Security Minister Itamar Ben Gvir verbally attacked a Palestinian woman prisoner during a raid on Ofer Prison, near the Giv’at Ze’ev settlement northwest of Ramallah, after she demanded basic rights inside the prison.
​  A video showed Ben Gvir responding to the prisoner’s complaints about detention conditions by saying, “The food should not be good. This is not a hotel.”
​  The prisoner had spoken about the poor quality of food given to Palestinian women prisoners, the lack of clean water and their deprivation of access to fresh air, all of which are considered basic rights that must be provided to detainees.​  
​  Ben Gvir told the prisoner that “anyone who does bad things should think about what they did, and anyone who commits a crime should learn, especially if it is a crime against the people of Israel,” according to his remarks.
​  Although the prisoner denied committing any crime, Ben Gvir continued attacking her, saying, “This is not a hotel. In the past, it was a hotel. Now it is no longer so.”​   
https://english.palinfo.com/news/2026/08/01/367654/

UN rights chief warns of unprecedented rise in settler violence and West Bank annexation​   https://english.palinfo.com/news/2026/08/01/367647/

​  Israeli settler tells BBC attacks on Palestinians are justified as revenge​ 
An Israeli settler in the West Bank told the BBC he considers attacks on Palestinians justified as revenge. Settler violence against Palestinians is reported to be rising as settlements and outposts continue to expand across the territory.​   
https://www.vespernews.com/en/news/a1be865f-12be-4340-ba3c-98d859301169

​  After Israel killed her three sons, she found hope in a newborn. Then he was killed too
Fatima Nofal gave birth to Zaid after losing three sons in an Israeli air strike in 2023.
Fifteen months later, another Israeli strike killed him in central Gaza​   
https://www.middleeasteye.net/news/after-israel-killed-her-three-sons-she-found-hope-newborn-then-israel-killed-him-too

​  Kamikaze Drone Slams Into Crowded Russian Black Sea Beach, Killing 3
Audio from the footage appears to capture Russian air-defense forces firing on the incoming drone moments before it struck the crowded beach. It remains unclear whether civilians were deliberately targeted or whether the drone was damaged by automatic fire, causing it to deviate from its intended flight path.​   https://www.zerohedge.com/military/kamikaze-drone-slams-crowded-russian-black-sea-beach-killing-3

​  Is Morocco Weaponizing the Ceuta Immigrant Flow in Behest of the US?
The timing of this latest migrant crisis is the critical variable that connects the actions of Morocco with the strategic objectives of the United States, forming a nexus that suggests a possible coordinated pressure campaign against Spain, a campaign made all the more effective because Ceuta’s physical isolation from the European mainland makes it a logistical bottleneck where even a moderate increase in migrant flows can trigger an immediate and visible state of collapse, and the crisis erupted almost concurrently with explicit threats from the administration of President Trump, who has been vocal in his criticism of the Spanish government for its refusal to commit to a defense spending target of five percent of GDP for NATO, for its prohibition on using the military bases at Rota and Moron for any potential operations against Iran and for deepening economic ties with China, including awarding contracts to Chinese tech giant Huawei for sensitive infrastructure.
​  This pressure has been amplified by senior Republican figures in Washington, most notably Representative Mario Díaz-Balart, a close ally of Secretary of State Marco Rubio, who declared in an April 2026 interview with El Español that“Ceuta and Melilla are not in the geographic territory of Spain, they are in the territory of Morocco, and that kind of thing is established, negotiated, and discussed between friends and allies.”​   
​  The statement effectively shows Washington’s willingness to entertain Moroccan territorial claims as part of the broader diplomatic confrontation with Madrid.   
https://www.globalresearch.ca/morocco-weaponizing-ceuta-immigrant-flow/5935475

​  Italy Suspends Schengen Travel Agreement With Spain After Horrifying Ceuta Invasion​ - Europe's Right-Wing Blasts Spanish Socialists For Border Failure
Riots erupted in Ceuta as Illegals Clashed with Security Forces
​  Mass Migration Invasion Of Military-Aged Males From Morocco Invades Spanish Enclave"Looks Like World War Z!"​   
https://www.zerohedge.com/markets/spains-ceuta-invaded-thousands-illegals-and-military-aged-men-storm-border-morocco

​  Escape Key, Ceuta
On July 30, 2026, roughly 60,000 people crossed from Morocco into Ceuta — a small Spanish enclave on the northern tip of Africa with a population of 83,000.
​  Something will be done. Something is always done. The question worth asking — and the one that never gets asked in the middle of a crisis — is whether that something makes the next crisis more likely, or less.
​  Morocco has done this before. In May 2021, around 8,000 people crossed into Ceuta over two days after Moroccan authorities appeared to loosen border controls. The 2026 surge is larger by an order of magnitude, but the mechanism is the same: Morocco controls the border and adjusts the flow when leverage is needed. Migration analysts noted that ‘these kinds of organised movements don’t happen without, at minimum, passive collaboration from Moroccan authorities’.
​  The EU’s response to the 2021 crisis was to expand border infrastructure, increase Frontex funding, and accelerate the development of digital border management systems. None of those measures reduced Morocco’s ability to open the tap again. If anything, they increased Morocco’s leverage — because each opening now produces a larger crisis, which produces a larger concession, which funds more infrastructure, which makes the next opening more consequential. The cycle feeds itself.
​  The EU’s Entry/Exit System became fully operational on April 10, 2026⁴ — less than four months before the Ceuta crisis. It replaces passport stamping with biometric data collection across 29 European countries: facial images, fingerprints, and personal data registered in a centralised EU database every time a non-EU national crosses an external border. Over 45 million border crossings have already been recorded.
​  The system is presented as a way to detect overstayers and prevent identity fraud, and on those terms it works. But what it creates is a centralised biometric identity database covering every non-EU national who enters Europe. That database can be linked to the EU’s digital identity wallet framework, eIDAS 2.0⁵, which every member state is required to offer by late 2026. Or it could be connected to financial compliance systems through interoperability rules that already exist⁶. ​  
​  The border tool becomes an identity layer — but once built, that won’t necessarily stay at the border.
​  A crisis like Ceuta makes the argument for accelerating it. Sixty thousand people overwhelming physical border controls in 24 hours is a compelling case for automated biometric processing...
..The pattern across all three measures is identical. A crisis occurs. Emergency measures are introduced. The emergency measures become permanent infrastructure. The permanent infrastructure doesn’t reduce the likelihood of the next crisis — in some cases it increases it — but it never gets reversed. The Entry/Exit System, ETIAS, and the Migration Pact were all designed, legislated, and deployed before the Ceuta crisis occurred. The crisis didn’t create the legislative acts. It justifies them — retroactively, publicly, and permanently.​.. a biometric identity database covering every non-EU national who crosses a border, a pre-screening system that evaluates travellers before they board a plane, and an emergency clause that suspends fundamental rights whenever a third country decides to open a border. The infrastructure was allegedly built to control migrants, but once the database, the pre-screening, and the emergency powers exist — they exist for everyone.​   
https://escapekey.substack.com/p/ceuta

​  Trump says Medicare and Medicaid may not survive as war spending takes priority​  
While the remark initially referenced childcare, Trump quickly expanded the idea to include broader social programs. “Medicaid, Medicare, all these individual things… they can do it on a state basis,” he said. “You can't do it on a federal [level]. We have to take care of one thing: military protection—we have to guard the country.”​   https://www.msn.com/en-us/news/other/trump-says-medicare-and-medicaid-may-not-survive-as-war-spending-takes-priority/ar-AA1ZZsz4

​  DoJ appears to ignore New Mexico deadline for key Epstein ranch files
State attorney general set 31 July deadline for documents relating to abuse of girls at Epstein-owned Zorro ranch​   
https://www.theguardian.com/us-news/2026/aug/01/doj-new-mexico-epstein-documents

​  Celia Farber, Land Of The Free: CIA Preparing Criminal Case Against Broadcaster Tucker Carlson Over Pre-War Interviews With Iranians: "They Read My Texts."   https://celiafarber.substack.com/p/land-of-the-free-cia-preparing-criminal

​  Wichita Man Sues City To Rip Out Its 200-Camera Flock Dragnet
A Wichita machinist, Mason Grimmett, sued his own city this week, arguing that the roughly 200 Flock license-plate readers the police department has bolted around town amount to warrantless dragnet surveillance forbidden by the Kansas Constitution. The complaint, filed in Sedgwick County District Court by the Kansas Justice Institute, does not ask for money - rather, it asks a judge to declare the program unconstitutional and shut it down.​   https://www.zerohedge.com/markets/wichita-man-sues-city-rip-out-its-200-camera-flock-dragnet

​The death of a thousand dollars: China's AI Knife Fight: DeepSeek's New Model Runs 100x Cheaper Than Anthropic's Flagship   https://www.zerohedge.com/ai/chinas-ai-knife-fight-deepseeks-new-model-runs-100x-cheaper-anthropics-flagship

​  What Does Glyphosate Have to Do With Cheap Factory Farm Meat? Plenty.
A significant percentage of the glyphosate sprayed in the U.S. is used to grow crops to feed farm animals, not humans. While President Donald Trump has defended glyphosate as crucial to maintaining food security, that’s an overly broad characterization. In truth, glyphosate has largely made factory farm meat production cheaper, as fewer weeds lower the cost of producing animal feed.​   
https://childrenshealthdefense.org/defender/glyphosate-cheap-factory-farm-meat/

​  Impact of feed glyphosate residues on broiler breeder egg production and egg hatchability
Glyphosate is the active substance in glyphosate-based herbicides, e.g. Roundup. Its widespread application on feed crops leaves residues in the feed. Glyphosate has antimicrobial and mineral chelating properties and we investigated whether there is an association between feed residues of glyphosate on the one side and broiler breeder egg laying percent and egg hatchability on the other side. Twenty-six feed samples from five conventional flocks producing hatching eggs were analysed for glyphosate. Data on laying percent and egg hatchability from periods following each feed sampling were then associated with feed residues of glyphosate. The average glyphosate residue level was 0.09 mg/kg, maximum was 0.19 and minimum was 0.004 mg/kg...
..The range of glyphosate concentrations in feed was narrow and should be kept in mind when interpreting both significant and non-significant associations with glyphosate residue concentrations. In nine of 24 analysed conventional eggs the concentration of glyphosate in yolk was above the detection limit however below the quantification limit indicating that traces of glyphosate are common in conventional eggs.​   
https://pmc.ncbi.nlm.nih.gov/articles/PMC8481226/

​  Jessica Rose, Ph.D. It doesn’t matter if it’s GOF or not - it's dangerous
An email from NIH's Senior Program Investigations Officer with some very revealing questions and 'answers'​   https://jessicar.substack.com/p/it-doesnt-matter-if-its-gof-or-not

​  RFK Jr. warns of the dangers of gain-of-function research: "Lyme disease almost certainly came from these experiments, which is now devastating our country." "RSV came from a laboratory, which is now the biggest killer of children in our country." "And of course, COVID-19... all of those have been linked credibly to gain-of-function research." "So it's something with enormous cost and no proven benefits."​   https://x.com/KanekoaTheGreat/status/2084030292256497995

​  Behind Closed Doors: What the Inventor of mRNA Told Fauci About COVID Vaccines and Lipid Nanoparticles
Newly released documents made public by Sen. Rand Paul reveal that Nobel laureate Drew Weissman privately alerted Dr. Anthony Fauci to some concerning findings about the genetic material, or lipid nanoparticles (LNPs), used in COVID-19 vaccines — that when injected into pregnant mice, mRNA-LNPs crossed the placenta and entered the fetus.​   
https://childrenshealthdefense.org/defender/behind-closed-doors-inventor-mrna-fauci-covid-vaccines-lipid-nanoparticles/

​  John Leake, Why Prosecuting Fauci is Off Limits
Discovery and prosecution of the former NIAID director would expose the entire rotten edifice of the US government. The liabilities would be astronomical.​   https://www.thefocalpoints.com/p/why-prosecuting-fauci-is-off-limits

​  Will AstraZeneca Have to Pay Medical Expenses for Woman Injured During COVID Vaccine Trial?
AstraZeneca can’t be held liable for injuries sustained by a woman who participated in the drugmaker’s COVID-19 vaccine trial,
a federal appeals court ruled last week. However, it will be up to a lower court to decide if the company waived its legal immunity by having trial participants sign a consent form promising the drugmaker would pay participants’ medical expenses if the vaccine caused injury or illness.​   
https://childrenshealthdefense.org/defender/astrazeneca-not-liable-medical-expenses-brianne-dressen-injured-covid-vaccine-trial/

​  Disappointed Trump Pressed RFK Jr. to Find Link Between Vaccines and Autism, and Reduce Number of Shots Required for Kids
President Donald Trump is pushing U.S. Health Secretary Robert F. Kennedy Jr. to do more to investigate a possible link between vaccines and autism
, according to a Wall Street Journal report based on anonymous sources “familiar with the matter.” White House spokesman Kush Desai said the countless parents who have questions and concerns about “America’s skyrocketing autism rates have long been ignored if not mocked.”​   
https://childrenshealthdefense.org/defender/disappointed-trump-pressed-rfk-jr-link-vaccines-autism-reduce-number-shots-required-kids/

​  (Long) A Midwestern Doctor, How To Determine The Risks and Benefits of Each Vaccine
Knowing how vaccines work is necessary for understanding which ones are likely to help, which ones are likely to harm, and the forgotten alternatives to immunization they medical industry buried.​   https://www.midwesterndoctor.com/p/how-to-determine-the-risks-and-benefits

​  Paul Marik MD details how all modes of being healthy seem to be good for your brain, too:  Rethinking Brain Health: A Systems Approach to Preventing Cognitive Decline - Preventing Cognitive Decline: A Multi-Axis, Systems-Based Approach   https://paulmarik.substack.com/p/rethinking-brain-health-a-systems

​  Study Finds Daily Marijuana Use Surpasses Daily Alcohol Consumption Among US Adults​ 
Daily or near-daily marijuana use has surpassed daily alcohol consumption in the United States, reaching 20.9 million to 21.4 million daily users compared to roughly 17.2 million daily or frequent alcohol drinkers.​   https://www.zerohedge.com/personal-finance/study-finds-daily-marijuana-use-surpasses-daily-alcohol-consumption-among-us

​Illegal Smile, John Prine, 1971   https://www.youtube.com/watch?v=MmjnQjRvPUQ

  Climate Physicist, Anastassia Makarieva, co-originator of the Biotic Pump Model, details how the amount of heat going into the air of our planet does not add up to the amount of energy needed to drive all of the observed movements of air. It falls short.  A Detective Story, Chapter 2: The Questions That Nobody Asked
Satellite-Era Mismatches in Atmospheric Power Assessments​   https://bioticregulation.substack.com/p/a-detective-story-chapter-2-the-questions

​Smiling Anyway (​pictured with Jenny at our Yoakum homestead)


Friday, July 31, 2026

What End Game

 Anti-Imperialists,


  Hubris is the tragic flaw, thinking that one can just power-through and bulldoze one's opposition by force of will and violence. Donald Trump was not that way in his first term, but somebody or something or both seem to have gotten to him this time around. 
  Trump can't bulldoze Iran, and Putin in Russia won't give him the win he needs either, quite the contrary. They are both bleeding his military supplies, which can't be replaced this year, and giving him nothing but impotent rage. 
  Will anybody give this narcissist an off-ramp before November? Iran won't. Iran is rubbing his face in it until he capitulates in humiliation, which he is not capable of. Iranians are snickering and turning the knife in the wound, because he more than deserves it.
  Trump's buddies Xi and Putin are not giving him his off-ramp either. Xi is escalating, shipping a huge cache of modern weapons including high-grade MANPADs to Iran, which will keep American helicopters, and US Marines out, and may also be useful to Iraqi militias and Ansar-Allah if Iran shares.
  Israel is lying low, letting Americans die for Israel. Americans have retreated to Jordan, Israel's "neighbor", and are getting pounded there by Iranian missiles.
  What might come next? Might US forces retreat further to Israel, or just vacate the theater? Will Trump find an off-ramp that lets him abandon his Israeli masters to their inevitable doom? They certainly embody the most hubris of all players upon the global stage these days.

  Gold & Geopolitics, Daily digest: 2026-07-31
The big delta: an AI hedge fund detonated and got liquidated into Citadel, and the resulting 24-hour short-squeeze printed Microsoft's best day since 2008 (+16%) — even as the Fed held 9-3 and the long bond hiked for it, with the 30Y punching to 5.2%+, the highest since 2007. Iran's IRGC claimed three destroyed F-35s at a Jordan base and hit US installations across Kuwait and Bahrain while Trump reportedly "exploded" over the lack of a strategy. Continuation: Ukraine-Poland fallout, Ceuta migrant surge, Hormuz/oil squeeze, gold above $4k with physical tight.
​  Situational Awareness blows up; Citadel scoops the book, sparks a 24h AI squeeze​ - Leopold Aschenbrenner's AI fund — ~$45B NAV on July 1, up 439% net through June — sold the bulk of its public equity portfolio to Ken Griffin's Citadel after levered AI bets collapsed (Kobeissi, GoshawkTrades). Assets said to have fallen to $10B, down from $45B in under a month (zerohedge).
​  Long AI infra, short software, ~4x leverage — both legs went against it in three weeks. Half its Anthropic stake also reportedly sold (MartinShkreli).
​  The liquidation lifted the tape: Citadel squeezing the names higher — $NBIS +26%, $IREN +26%, $SNDK +24%, $BE +24% (aleabitoreddit). Positioning went "panic to squeeze in less than 24 hours"​...
..The contagion tail: ~$500B in TRS excess leverage still out there; at least 5 hedge funds with massive total-return-swap exposure to memory/momentum names — a "circular liquidation squad" ...
​..The Fed held 9-3; the long bond hiked instead​ - FOMC held at 3.50-3.75% with three dissents for a hike (Cleveland, Minneapolis, Dallas) — the most hawkish split since 2016 — against 1.5% Q2 growth and 3.3% core PCE (shanaka86).
​  The 30Y ripped to 5.24%, a level last seen in 2007, as the market concluded the Fed is making "another huge policy error" (zerohedge)​...
​..Contrarian read on the driver: less about Warsh's dissents than the $95B supplemental with $75B earmarked for munitionsTreasury supply crowding out private AI borrowers (spomboy). JPMorgan flags Warsh's task forces as "covers to redefine the inflation challenge away" (jam_croissant).​   https://no1sdailydigest.substack.com/p/daily-digest-2026-07-31

  Gold & Geopolitics, Daily digest: 2026-07-30
The war came off pause hard: the US ran a night of airstrikes on southern Iran (Qeshm, Abadan, Sirik, Nurabad) after Iran hit a US base in Jordan, and Saudi-US strikes killed 20+ in Iraq — while Russia threw its largest Kh-101 barrage in over a year at Ukraine, with one cruise missile landing in Poland. ​  Markets are the other front: Warsh delivered a hawkish 9-3 hold, the 30Y tore to a post-2007 high, Meta cratered on capex while the KOSPI kept printing history to the downside. Continuation but accelerating: oil supply tightening under a functionally closed Hormuz, AI credit spreads widening, gold sitting above $4,000.
​  US strikes Iran overnight after Jordan base attack; residential areas hit. CENTCOM ran fighter-jet and ATACMS strikes (fired from Kuwait) against southern/western Iran, hitting Sirik, Nurabad and Qeshm (MenchOsint, zerohedge). Tasnim reported a residential area struck on Qeshm Island (zerohedge); a Tehran-side account says a father, mother and 2-year-old were killed there, two children wounded (Marandi). Trigger was an IRGC ballistic-missile attack on the US Muwaffaq Salti base in Jordan, all reportedly intercepted...
​  Sequence overnight: Iran fired ballistics at US forces in Jordan (6 Patriots launched in response), then CENTCOM struck back with jets and ATACMS from Kuwait (MenchOsint, MenchOsint). Additional strikes reported on Abadan and Piranshahr near the Erbil border (ejmalrai).
​  Saudi-US joint strikes pounded Iran-backed PMF in Iraq, killing 20+ (zerohedge); an Iraqi source puts it at 23 killed, 32 wounded (ejmalrai). Iraq's president rejected use of its territory and called the strikes a sovereignty violation (zerohedge). Iraqi resistance factions gave the government a one-week deadline (to Aug 6) on disarmament (MenchOsint). 
​  The interceptor math is the story. CSIS estimates US Patriot inventory has fallen from 2,330 pre-war to under 830 (≥65% below February), THAAD ≥38% below (shanaka86). CENTCOM's Cooper reportedly pitched a 10-14 day campaign to reduce future interceptor demand; the Joint Chiefs' Caine warns the shortage argues against it (shanaka86). Lockheed just got a Patriot contract worth up to $58.6B to rebuild stockpiles (ILRedAlert). HIGH.
​  China set to deliver up to 400 shoulder-fired air-defense launchers (QW-12/FN-16, ~$60-70M) to Iran within weeks (zerohedge, MyLordBebo). 
​  Iran rejected Oman's 50-50 Hormuz plan and asserted sole authority over "safe" transit lanes (shanaka86). Trump reportedly erupted at national-security officials who "can't agree on strategy" (FaytuksNetwork). A FOIA release put US troop casualties at 400+ in the first six weeks, with the official death toll quietly revised 18→14​...
..The fiscal read: Treasury needs $671B of privately-held borrowing this quarter and dealers see a $1.3T funding gap across 2027-28 at current auction sizes​...
​..Wrong-way risk in the open: Nvidia is reportedly in talks to guarantee ~$250B of OpenAI lease/debt so it can occupy a 10GW Ohio campus — against a disclosed guarantee book of just $3.5B (shanaka86). MSFT disclosed $329B of leases not yet commenced (zerohedge). 
​  Credit is where it's cracking: JPM warns the next leg lower spreads beyond single stocks to indices, flagging circular financing and NVDA CDS widening as "more concerning" than hyperscaler CDS​...
​..Oil: Hormuz functionally closed, reserves draining, Mediterranean now a target​ - Roughly 8 commodity vessels crossed Hormuz Tuesday vs ~125/day pre-war; product tightness is masking a crude-supply shut-in as tankers can't load (HFI_Research). WTI spiked ~8% above $86 on Trump's "hitting them hard" (Hedgeye); Brent ~$91 (zerohedge). 
​  SPR fell to 307.7M barrels, lowest since 1983; weekly crude draw ~7.2M, SPR -5M, Cushing stuck at tank bottoms (steve_hanke, zerohedge). Diesel option volatility broke 200 (JustDario). 
​  New vector: the US-owned FSRU Energos Winter caught fire after a suspected drone strike at Egypt's Damietta port — outside listed war-risk waters, and it was the import lifeline, not the export plant (shanaka86, dana916). Meanwhile Qatar sent its first LNG cargo through Hormuz in three weeks — using the Iran-designated corridor, transponder on (SStapczynski).​..
​..Russia-Ukraine: record air barrage, Poland impact, Odessa strangled​ - Russia hit Kyiv, Lviv, Ivano-Frankivsk, Rivne, Kryvyi Rih and Odessa-region ports, targeting drone/missile production (Flamingo, Neptun) (MyLordBebo). Ukraine's Air Force claims interception of 54 of 61 cruise missiles and 265 of 284 drones, but only one of nine ballistics and none of four Zircons (MyLordBebo). 
​  A Kh-101 impacted eastern Poland (~90 km from the border); Warsaw scrambled jets and called air alerts (AMK_Mapping). 
​  Odessa blockade is costing Ukraine ~$70M/day in idle exports; three ports handle ~$70M/day and two-thirds of H1 exports went through Greater Odessa (MilitarySummary, KShevchenkoReal).​   
https://no1sdailydigest.substack.com/p/daily-digest-2026-07-30

​  Gilbert Doctorow, News X World: IRAN HITS US LIVE: IRGC Claims Major Attack On U.S. Base, Jordan Intercepts Missiles
I say in this first segment of today’s interview with News X World dealing with Iran’s claim to have destroyed 3 American F35s and damaged 3 more on the ground in Jordan none of us commentators knows for sure what losses each side in the conflict is experiencing due to the ‘fog of war.’ The fog of war is not a natural meteorological phenomenon but is rather severe war censorship imposed by the sides to keep their losses out of public view.
​  Per News X World, the only statement from the Jordanian authorities is that they shot down 5 Iranian missiles. Not a word of denial that some missiles got through and hit the US planes parked on the Jordanian air base. Accordingly, we may assume that the Iranian claim is justified.
​  Where is this war headed? Again no one can say with complete confidence. Yes, the U.S. is being humiliated not just by Iran enjoying economic leverage thanks to its control of the Strait of Hormuz but now also by signs that US military bases in Jordan and the Gulf States are coming under very effective attack from Iran. And yet, there always remains the nuclear option if President Trump is cornered and sees no other way out of this disaster of his own making.​   
https://gilbertdoctorow.substack.com/p/news-x-world-iran-hits-us-live-irgc

​  Moon of Alabama, July 29: War On Iran: – U.S.’ Missile Defense Stock Is Severely Depleted
Last night Iran fired some 6 older liquid-fuel missiles against U.S. positions in Jordan. The strike was probably a reply to U.S. and Saudi strikes on Iran friendly forces in Iraq.
​  It was reported that the U.S. expended at least 10 Patriot missiles to take down some of the incoming Iranian ones.
Patriot missiles are down to some 800. Of the longer range THAAD, useless against drones, there are some 250 left to fire.
​  Another few dozen days of intense fire exchange will leave all U.S. bases in the Middle East unprotected.
After the strike U.S. President Trump pledged revenge:
​  President Trump was cited by Fox News as saying the U.S. would hit Iran hard in response to the attack. “They’re going to get a beating,” chief foreign correspondent Trey Yingst early Wednesday quoted Trump as telling him.
​  Trump doesn’t learn.Iran will respond to any attack and the U.S. situation will worsen.​   
https://www.moonofalabama.org/2026/07/war-on-iran-u-s-missile-defense-stock-is-severely-depleted.html

​  Yves Smith at Naked Capitalism presents the case that Iran will not let Trump out of this war until he is defeated: Iran War: Jordan Strike Shows Iran Intensifying War to Exhaust US Economy and Military; Trump Takes Bait by Retaliating   https://www.nakedcapitalism.com/2026/07/iran-war-jordan-strike-shows-iran-intensifying-war-to-exhaust-us-economy-and-military-trump-takes-bait-by-retaliating.html

​  July 30: IRGC Strikes Jordan Again After 2-Hour US Bombardment Kills Iranian Troops, Civilians - Hormuz Traffic Creeps Higher
Iranian officials are also saying that US bombardment of Qeshm island has killed a family. In Qeshm island, the Director General of Crisis Management of the Hormozgan Governorate said search and rescue efforts are underway amid mounting casualties there.
​  "So far, two children have been pulled out from under the rubble and transferred to medical centers, and efforts are ongoing to rescue three other members of this family," Mehrdad Hassanzadeh said. 
​  In response Iran says it has again targeted a US airbase in Jordan, and claims to have taken out three F-35 stealth fighters, though there's been no indication of this from the Pentagon side. According to details via Al Jazeera:
​  In a statement directed to Jordan, the IRGC says in response to a US attack on Qeshm island that killed two parents and their child, aerospace fighters targeted a ramp and maintenance shed at the al-Azraq airbase, which hosts US F-35 fighter jets, with several ballistic missiles, state news agency Fars reports.
​  The IRGC said that it had completely destroyed three F-35 aircraft and caused “heavy damage” to three others.
​  The IRGC stated that "A number of enemy officers and technical and maintenance personnel were also killed in this attack. Our region is no place for the infanticidal army that cruelly slaughters innocent families in the middle of the night while they sleep."
​  They added that the war will continue until "the last American occupier is expelled from the Islamic lands" and that Muslims in Jordan and the region want this too.​..
​..NBC on Thursday cites that "The president is exasperated" citing a Trump ally. "I don’t think he believed it was going to be this difficult to get the Iranians to agree to a deal.” The source added "there was not a real strategy for how long or what they should do to get to the endpoint."​...
​..University of Chicago political scientist and foreign policy realist author Robert Pape that the war will stumble along and likely expand even through the midterms: "The victory rhetoric [from Trump] doesn't match escalation reality," he said. "It is out of sync." Then he emphasized: "I think it will actually be after the midterms," he said. "Between now and January, this is not going to be over."   https://www.zerohedge.com/geopolitical/2-hour-us-bombardment-kills-iranian-troops-civilians-hormuz-traffic-creeps-higher-irgc

​  Stealthier, faster, deadlier: Iran unveils new suicide drone- IRGC’s jet-powered weapon poses fresh challenge to US forces in Middle East
Iran has closed the Strait of Hormuz, vowed to widen the war, and insisted it will not let Washington dictate the terms.
“We will not allow America to determine the timing of war and peace,” Esmail Baghaei, a foreign ministry spokesman, said, adding that Iran would “defend ourselves for as long as necessary”.​   
https://archive.md/Vsa5c#selection-2265.4-2269.79

​  Iranian press review: Iran relies on speedboats to keep Strait of Hormuz closed
Meanwhile, former IRGC navy chief calls for an end to the war with the US, students accuse Iranian embassy of working with Belarusian security services​   
https://www.middleeasteye.net/news/iranian-press-review-iran-relies-speedboats-keep-strait-hormuz-closed

I heard about this last winter. These are excellent, small, heat-seeking missiles.China To Arm Iran With Hundreds Of MANPADS Despite Trump Warnings   https://www.zerohedge.com/geopolitical/china-arm-iran-hundreds-manpads-despite-trump-warnings-report

​  What interests might be served? Why Ukraine’s Strike on Iranian Assets in the Caspian Sea Seeks to Ignite a World War​   
The recent Ukrainian strike on an Iranian cargo vessel in the Caspian Sea marks a significant and potentially dangerous escalation in the geopolitical landscape, effectively merging the US proxy war in Eastern Europe with the other ongoing US conflict in the Middle East. This attack, which resulted in the death of a crew member and injured another, was quickly confirmed by Ukrainian officials who justified it as a legitimate strike on a vessel used for military logistics between Russia and Iran. Ukrainian President Volodymyr Zelensky explained the attack within a broader narrative of an expanding threat, publicly alleging that Russia is providing crucial satellite intelligence to Iran (which Russia denies). This narrative was leveraged to argue that the conflicts are inextricably linked, with the stated goal of necessitating a unified international response against what was described as an axis of aggressors.
​  The geopolitical calculations behind Kyiv’s decision are complex, appearing to be a high-stakes gambit aimed at galvanizing its Western allies and pushing the US to make its war against a multipolar transition something more explicit. Some analysts posit that the move was designed to curry favor with the US administration by demonstrating Ukraine’s utility as a more aggressive partner, aligning with a strategy to escalate pressure on Iran and Russia simultaneously. Conversely, Iranian officials have offered a different interpretation, suggesting that the attack was instigated by Israel to draw Europe directly into the Middle Eastern conflict.​   
https://www.globalresearch.ca/ukraine-strike-iranian-assets-caspian-sea-seeks-ignite-world-war/5934854

​  Andrew Korybko, July 29: What’s Behind The Mutual Iranian-Ukrainian De-Escalation?
The US, Iran, and possibly also Russia appear to have calculated that it’s not in their interests, only in Ukraine’s and Israel’s.
​  Iranian Foreign Minister Seyed Abbas Araghchi’s latest tweet came as a surprise. He wrote that he “Was assured by Ukrainian FM @andrii_sybiha that the attack on an Iranian ship was unintentional and Ukraine seeks no escalation. Iran does not seek escalation either, but made clear any attack on our citizens or interests is unacceptable. There must be restitution for losses.” This came two days after his prior tweet where he accused Ukraine of attacking an Iranian cargo ship in the Caspian at Israel’s behest.​   
https://korybko.substack.com/p/whats-behind-the-mutual-iranian-ukrainian

​  Why Did Trump Just Give Saudi Arabia the Fast Track to a Nuclear Weapon?
The U.S. has signed a landmark civilian nuclear agreement with Saudi Arabia, allowing domestic uranium enrichment under U.S. oversight.
​  The agreement marks a significant departure from previous non-proliferation agreements such as the UAE's.
Critics warn the deal could accelerate Saudi Arabia's path toward nuclear weapons, especially given Crown Prince Mohammed bin Salman's past pledge to match Iran if it acquires a nuclear bomb.​   
https://oilprice.com/Geopolitics/Middle-East/Why-Did-Trump-Just-Give-Saudi-Arabia-the-Fast-Track-to-a-Nuclear-Weapon.html

​The jaws of death: Israel’s Yellow Line, a Shifting Edge of War Pushing Gazans from Home   https://english.aawsat.com/arab-world/5300805-israel%E2%80%99s-yellow-line-shifting-edge-war-pushing-gazans-home

Hamas slams Katz for his call to destroy another W. Bank refugee camp​   https://english.palinfo.com/news/2026/07/28/367439/

​  'We're here to stay': West Bank Palestinians defy Israeli settler attacks
Settlers burned homes and a mosque in at-Tuwani.
Residents say it is part of a campaign to push them off their land.​   
https://www.vespernews.com/en/news/d4a816de-1eb2-49d4-ad85-7459310c1d71

Israel seizes 22 dunums of Palestinian land near Jenin​   https://english.palinfo.com/news/2026/07/28/367434/

​He is accused of sexual assault by a female aide. ICC Chief Prosecutor Karim Khan dared to hold Israel to account – that’s why he was brought down   https://israelpalestinenews.org/icc-chief-prosecutor-karim-khan-dared-to-hold-israel-to-account-thats-why-he-was-brought-down/

​  Brute-force approach: Israel Is Paying Millions to Train AI Chatbots How to Talk About Gaza. It's Working.
Former Trump campaign manager Brad Parscale is overseeing an operation posting hundreds of blog posts on behalf of Israel, with the goal of infiltrating artificial intelligence.​   
https://www.dropsitenews.com/p/israel-brad-parscale-ai-chatbots-gaza

​Helena Glass, America’s AI Action Plan: “AI is 99% about War. New Ways to Destroy Societies”. Whoever Has the Most Data Centers Wins   https://www.globalresearch.ca/america-ai-action-plan-whoever-has-most-data-centers-wins/5934856

​  An intelligent human: ‘Hell on Earth’: Roger Waters on Palestine, Apartheid and the Cost of Speaking Out
Waters told Tucker Carlson that witnessing Israeli apartheid in the occupied West Bank transformed his understanding of Palestine and led to two decades of activism despite sustained efforts to damage his career​   https://israelpalestinenews.org/hell-on-earth-roger-waters-on-palestine-apartheid-and-the-cost-of-speaking-out/

  ​I suspect that Russia has also waited for US/NATO to deplete weapons reserves: Gilbert Doctorow, Russia is on the rampage in Ukraine. Why did it take 4 years for the Kremlin ‘to get in the saddle’?
​  Finally, six or eight months ago, I saw that voices were being raised within Russia asking why Putin was dragging out the war. There was a sense that Russia had the wherewithal to strike hard and force a capitulation on the enemy but was for some reason continuing to fight with one hand tied behind its back...
..Then the 40-day drone campaign announced by Zelensky took hold and created a crisis situation for the RF as a whole. The very destructive drone attacks on Russian energy and civilian infrastructure deep in the heartland of the Russian Federation resulted in the loss of perhaps 40% of refining capacity, leading to widespread fuel shortages, meaning rationing and long lines at gas pumps in much of the country. In Russia, as most everywhere, that is a politically sensitive issue. At the same time, Ukrainian precision drone strikes on residential buildings, buses and trains were causing daily civilian deaths in many different localities of European Russia...
..However, the last straw was probably the recent Ukrainian strikes on Russian oil carriers in the Azov and Black Seas. Defense of all Russian ‘shadow fleet’ traffic from Ukrainian attacks would become a monstrous and likely unachievable task for the Russian navy, just as it had become impossible to defend the refineries and oil export sites across Russia from swarming drone attacks.
​  The impact of these developments demanded change of course lest there be a threat to political stability in the country. This was all the more pressing given that elections for the State Duma are approaching – election day is set for 20 September.​..
..It now appears that in the past several weeks the Kremlin has indeed heeded public sentiment for pounding Ukraine into submission without delay using all the military force at its disposal. We heard that the tough, no nonsense General Sergey Surovikin whose defensive line successfully repelled the NATO backed Ukrainian counter offensive of 2023 has been recalled from his political exile in North Africa to participate, possibly to lead the change to a dynamic, brutal and massive Russian offensive. This has translated into utter destruction of Ukrainian port facilities and vessels, both container ships and bulk cargo ships, in Odessa and Nikolaev, on the Black Seas as well as Izmail on the Danube, opposite Romania. These measures were complemented by attacks on ships in the Black Sea en route to Ukraine or departing Ukraine. In effect, Russia has established an effective blockade of Ukraine.​..
..All of this brings us back to the initial question of why it took the Kremlin so long to change from a war of attrition strategy to a knock-out blow strategy. I am now coming around to the view that the answer lies not in the personality of the President but in the political forces that limit and perhaps even control his decisions on waging the war. I mean here the oligarchs who have imposed constraints on Vladimir Putin from the day he was advanced to the presidency by Boris Yeltsin more than 25 years ago...
..It has taken this long and this far into the loss of deterrence, meaning the loss of Russian sovereignty, for the oligarch insiders to be pushed from the feeding trough and for the Kremlin to see its survival in changing course on the war.​   
https://gilbertdoctorow.substack.com/p/russia-is-on-the-rampage-in-ukraine

​  It has become known how the EU “legitimizes” the seizure of ships and confiscation of cargo
European bureaucrats resorted to a ruse and developed a mechanism that, in their view, would solve the problem of legitimizing such actions. The main thing was to obtain a pretext for seizing the ships, and they figured out how to do this.
​  Such vessels typically fly the flags of small third-world countries, which is how they profit. As soon as a vessel on the EU sanctions list enters waters near a European country, Brussels exerts powerful political pressure on Panama, Honduras, and other countries, resulting in the flag state registry immediately revoking its registration. Thus, the vessel loses its nationality, which is the basis for its arrest.
​  Located in the holds, on deck and in tanks The cargo is declared contraband, which entitles it to be confiscated and subsequently sold to the captive state.​   
https://en.topwar.ru/287052-stalo-izvestno-kak-es-legitimiziruet-zahvat-sudov-i-konfiskaciju-gruzov.html

​  [Sorry for AI dreck, but important topic] The End Of Freedom - The Last Breath Of A Dying Continent
In 2026, 333 million Europeans—more than the entire population of the United States—have fallen into energy poverty, a euphemism that cannot conceal the raw human suffering it describes, a bureaucratic term that sanitizes the screams of families watching their lives dismantled piece by piece.
​  Since 2021, utility costs have surged 47%, while wages stagnate in a cruel arithmetic that reduces families to penury. The numbers do not lie, even when governments do. Behind every percentage point stands a human being with a name, with memories, with children who ask why the heat does not work.​..  
  In Greece, 40% of households now face the impossible choice between heating and eating ​... Greek winter of 2026 brought temperatures that dropped to -8°C in regions where insulation remains a luxury​...  
​..One in four European children now experiences food insecurity​...
..Beneath the visible governance, a parallel architecture operates with mathematical precision that would impress any engineer. Digital ID systems have penetrated 89% of the population, harvesting biometric data at unprecedented velocity—fingerprints, iris patterns, facial geometry, gait analysis, voice signatures... 
..The average European appears on surveillance cameras 300 times daily, a density of one lens per thirteen citizens that renders privacy obsolete, that ensures the watched internalize the gaze, that transforms free citizens into self-policing subjects who no longer require external control because they have built the prison within their own minds. Social credit architectures have advanced beyond theory into implementation; your carbon footprint, vaccination status, social media sentiment, and political expression now determine access to housing, travel, banking, and employment.​.. 
​..In China, the system was explicit, overt, acknowledged. In Europe, it arrives wrapped in sustainability, in public health, in security, in the language of care and protection that disarms opposition because who can argue against safety, against health, against the planet​   https://www.zerohedge.com/geopolitical/end-freedom-last-breath-dying-continent

​  Simplicius, Germany Draws Up "Secret Plans" to Hamstring AfD on Eve of State Elections
Die Welt and other outlets broke a story about Chancellor Merz drawing up plans to isolate German states where AfD may win a majority in the future, so that Germany can retain its role as key central NATO transport hub in the war against Russia being stirred by European elites.​..
​..Just like how the EU began studying ways to break its own “democratic” charter and allow initiatives to pass without the required unanimity all to bypass the intransigent positions of states like Hungary, now individual EU states themselves are figuring out ways to “bend” democratic processes to shackle and squelch their own individual federal regions. Of course, this is elementary at this point compared to the course of outright banning the AfD as Germany has been trying to do under “extremism” laws.​..
..Germany in particular has taken the lead in co-opting Ukraine’s rear because it provides them with an unexpected benefit: manufacturing jobs. The earlier NYT piece admits that most of the workers at the German Helsing factory building drones for Ukraine are all lay-offs from collapsing German auto production lines.     https://simplicius76.substack.com/p/germany-draws-up-secret-plans-to

​Distant adult-male foreigners with very different customs, many with war trauma, were invited and paid to enter European countries by European political elites.

​  DEI Is KILLING British Policing – Think-Tank EXPOSES The Truth​ - Hundreds of millions poured into anti-racism ideology while victims of knife crime are left to die under two-tier justice​   https://modernity.news/2026/07/29/dei-is-killing-british-policing-think-tank-exposes-the-truth/

​  Germany’s Migrant Crime Crisis EXPLODES​ - Of the 1,087 suspects identified in 751 recorded gang rapes last year, 53 percent were foreign nationals.
Non-Germans make up less than 17 percent of the population. The 772 victims were overwhelmingly German: 619 of them, or 80 percent, including 565 women.​   
https://modernity.news/2026/07/29/germanys-migrant-crime-crisis-explodes/

​  John Cleese: "Some Cultures Are Better Than Others"​ - "I am not a racist. I am a culturalist," he stated in a post that now has over ten million views, adding "I believe that some cultures are better than others. I prefer cultures that do not advocate stoning, pederasty, wife beating, female genital mutilation, and beheading opponents. Call me old-fashioned..."​   https://www.zerohedge.com/geopolitical/john-cleese-some-cultures-are-better-others

​  America’s Murder Problem Is Smaller Than It Looks
Does the United States have a higher murder rate than its peer countries? Yes – but new research shows that statistic obscures how murders in the U.S. are extremely concentrated in very tiny areas.
​  In 2025, the U.S. murder rate fell to just under 4 murders per 100,000 people. During the first six months of 2026, data compiled by the Council on Criminal Justice shows that murders in the nation’s 30 largest cities declined by another 18%. If that decline reflects the national trend, and that is likely, the U.S. murder rate will fall to approximately 3.25 per 100,000 people this year.
​  Even at that level, the U.S. murder rate would remain about 70% higher than Canada’s 2024 homicide rate of 1.91 per 100,000 people and Australia's approximately 2 per 100,000.
​  Nevertheless, the United States has recently made remarkable progress. Since national recordkeeping began in 1900, the country has never recorded a murder rate this low.​..
​..The Crime Prevention Research Center, which I head, finds that 31 counties with the highest murder rates – just 1% of all U.S. counties – contain about 20% of the nation’s population but account for 41% of all murders. Expanding the analysis to the 63 highest-rate counties (2% of counties) captures 30% of the population but 54% of all murders.​.. 
​..Roughly two-thirds of all murders in the worst 2% of the counties occur within about ten-block neighborhoods, whose populations represent only a tiny fraction of their counties’ residents. Much of this violence is associated with street gangs and repeat offenders​...
..Research has consistently shown that 5% of the criminals account for most crime. Marvin Wolfgang’s landmark Philadelphia birth cohort studies found that roughly 6-8% of offenders accounted for the majority of serious violent crime, including about 71% of murders, 73% of rapes, 82% of robberies, and 69% of aggravated assaults.​..
​..Who commits murders also differs dramatically across demographic groups. In 2020, black men made up about 6.0% of the U.S. population but accounted for 49.7% of known murder offenders – about 8.3 times their share of the population. Black women accounted for 5.5% of murder offenders while making up 6.43% of the population, or about 0.85 times their population share.
​  By comparison, white men (including Hispanics) comprised 30.3% of the population but 35.7% of murder offenders. White women accounted for just 6.1% of murder offenders despite making up 31.3% of the U.S. population. Asian men and women had the lowest rates of murder offending, accounting for only 0.43 times and 0.06 times, respectively, their shares of the U.S. population.
​  Many look at these numbers and say this proves the criminal justice system is racist. Many Democrats think the share of blacks in prison shouldn’t exceed their share of the population​ ... The problem is that these discussions ignore the race of the victims. Ninety percent of black murder victims are murdered by other blacks. If you make it so there is little or no penalty for murdering blacks, you ensure that more blacks will be murdered.​   https://www.realclearpolitics.com/articles/2026/07/29/americas_murder_problem_is_smaller_than_it_looks_154377.html

​  Alberta independence petition exceeds signatures needed to proceed
Elections Alberta verified that 223,000 citizens have signed a petition to hold a vote on separation from Canada, but a legal challenge is pending.​   
https://www.lifesitenews.com/news/alberta-independence-petition-exceeds-signatures-needed-to-proceed/

  Gold & Geopolitics, Weekend at Alphabet’s​ - A record quarter, propped up and waving
Alphabet owns a bunch of stocks in other small and mostly insignificant companies that absolutely have not much free float but are part of the Nasdaq index nevertheless. Names like SpaceX. And then there’s that one tastefully unnamed private company.
​  So because those prices went up, they booked the difference as “profit”.
Everybody knows the unnamed one is Anthropic. Alphabet won’t say it, much like any dabbler in the ways of magic won’t say Voldemort.
​  And yeah, this part I can report with a bit of glee: $21.9 billion of that gain went out as cash. You can book a rocket at whatever fictional price you like, but the tax man always gets his due.
​  Real, hard cash, wired-to-the-Treasury cash, levied on money that does not exist even yet.​..
​..In Korea you have ?had? the Mag2, in the US you have the Mag7. You have leverage at both sides - which I reckon is now a bit less now in the former.
Korea went from ATH into a bear market in about two sessions and it is still going down (full disclosure: I am still short Korea). Bloomberg says there’s a sixty-day correlation between the KOSPI and the Nasdaq 100. They said that when it’s climbing. Didn’t hear it lately, which is kind of peculiar. Or worrying.
​  Every element of that setup exists in the US too. But of course, the US does everything BIGGER and BETTER.
So… margin debt is at a record $1.5 trillion, up 49% in twelve months.​..
..Korea’s version of “this time it’s different” was launching single-stock leveraged ETFs on the two companies holding up the index. The US’s is booking a rocket’s paper valuation as national corporate profit...
​..The US needs to refinance about 30% of their debt, THIS year alone. AI needs a lot of money for fast depreciating GPUs and their companies are not profitable (hence Nvidia is bankrolling the whole AI space - I’m sure it’s purely selfless and not to collapse the house of cards).
​  And the last few weeks, stocks started trembling.
In about a week from now, the biggest IPO of our times (or of ANY time for that matter), these locked-up shares can get sold.
I’m not saying it’ll crash tomorrow. Not even the day after. But maybe in a week we’ll see some real fireworks.​   
https://no01.substack.com/p/weekend-at-alphabets

South Korea Has Several Market Rescue Options As Crash Crushes 700,000 Retailer Traders​   https://www.zerohedge.com/markets/south-korea-has-several-market-rescue-options-crash-crushes-700000-retailer-traders

​  CNN Poll: Americans doubt Trump is paying enough attention to the country’s most important problems
A record-high 73% of US adults say that President Donald Trump hasn’t paid enough attention to the country’s most important problems, a new CNN poll conducted by SSRS finds, with just 27% saying he’s had the right priorities.
​  That comes amid increasingly bleak views of the Iran war, stagnating economic unhappiness, and broad discontent about Trump’s approach to these challenges.
​  Roughly two-thirds of Americans think that Trump’s policies have worsened economic conditions and that his military decisions in Iran have hurt the US. Around three-quarters say the president is not in touch with the problems ordinary Americans face in their daily lives.​   
https://edition.cnn.com/2026/07/29/politics/cnn-poll-donald-trump-midterms-polls-iran-war?cid=ios_app

​  Celia Farber, A Terrible Day For Anthony Fauci: Solid Humiliation, Gagged By Lawyers, Unable To Fauci-Spin It, Looked Grey, Hands Shaking, Invoked 5th Amendment Clear Through - His Foes Spoke To The American People   https://celiafarber.substack.com/p/a-terrible-day-for-anthony-fauci

  A Midwestern Doctor, What Fauci’s Diary Reveals About America’s Health Care Apparatus
Numerous lines of evidence show Fauci lied to us about the pandemic's biggest questions — origins, severity, lockdowns, and masks — all of which was just exposed at an explosive hearing.
​  Yesterday, a rather contentious hearing occurred where Fauci was subpoenaed by the Senate to testify over what happened during COVID, which was immediately preceded by the private diaries (which HHS Secretary RFK Jr. team found sequestered on government HHS servers) being released to the public.
​  The hearing (after opening statements), began with Fauci giving a statement claiming he had been a dutiful servant helping the government for decades, that he was facing a malicious prosecution that put science itself at risk, and that he would be invoking his 5th amendment rights. Following this, Democrat members of the committee repeated this message, while Republican senators gave scathing criticisms of his conduct throughout the pandemic (eclipsing everything we’ve seen thus far), and Fauci, over a hundred times, in response to each question stating:"On the advice of counsel, I respectfully declined to answer based upon my rights under the Fifth Amendment to the Constitution.​"   
https://www.midwesterndoctor.com/p/what-faucis-diary-reveals-about-americas

The Contempt Vote They Scheduled Before Fauci Left the Hearing Room​, W. Campbell Douglass, MD​   https://dutytodissent.substack.com/p/the-contempt-vote-they-scheduled

​  John Leake, President Biden's Preemptive Pardon of Fauci - Beginning of pardon period precisely coincides with NIH review of Ralph Baric and Peter Daszak's proposal for NIH grant “Understanding the Risk of Bat Coronavirus Emergence”   https://www.thefocalpoints.com/p/president-bidens-preemptive-pardon

  Meryl Nass MD, Fauci is being called back by Aug. 14 by the HSG Subcommittee on Investigations, chaired by Ron Johnson.
And Aaron Siri's thoughts (and mine) on Fauci's pleading the 5th​   https://merylnass.substack.com/p/fauci-is-being-called-back-by-aug

  ​Fauci can't ever talk or he'll be Arkancided in his car. John Leake, Fauci Inquisition is Distraction from the Documents of Malfeasance and Crime
Watching today’s Senate hearing, I cannot rid myself of the perception that it is a distraction from documentary evidence of malfeasance, fraud, mass negligent homicide, and murder.​   https://www.thefocalpoints.com/p/fauci-inquisition-is-distraction

​  Peter McCullough MD, BREAKING--Pericardial Effusions Skyrocketed During Pandemic
Salvucci et al. drop a bombshell: subclinical myopericarditis surged with vaccination rollout, peaking in 2022​   https://www.thefocalpoints.com/p/breaking-pericardial-effusions-skyrocketed

​  Pierre Kory MD tells 3 important stories here: Professor Paul Marik Identified The Cure for Sepsis. I Watched Medicine Bury It.
Becoming Paul Marik's close colleague was the most inspiring turn my career ever took
, until the same partnership got us both excommunicated from academic medicine and ended his career at the bedside.​   
https://pierrekorymedicalmusings.com/p/professor-paul-marik-identified-the

​  Paul Marik MD on Sabine Hazan MD's work: The Gut Microbiome and Cancer: What This New Study Tells Us—and Why It Matters - Summary of Hazan et al., 2026   https://paulmarik.substack.com/p/the-gut-microbiome-and-cancer-what

  Dr. Marian Laderoute explains how a special function of the nasorespiratory branch of the immune system gets hijacked by mRNA vaccine-products to make others sick from "shedding": Further substantiation that injury by shedding (bioweaponized HERV-K102) occurred - New data from Dr. Avindra Nath’s research group of the NIH mentioned in the Fauci diary.   https://hervk102.substack.com/p/further-substantiation-that-injury

Immunocompetent (pictured this morning with thriving okra plants)