Monday Watch

Around X:

• @Business   

• Retired Brig. Gen. Mark Kimmitt explains the global risk to US forces and allies with stockpiles of critical munitions running low. “Every Patriot [missile] that’s shot in the Middle East is one that can’t be shot at an incoming Chinese missile.”
• Well-timed rain across major growing regions have buoyed the outlook, prompting many analysts to upgrade their initially dire forecasts for the 2026 crop. 
• Here’s the latest news and analysis on the oil market. 
• Here's what's moving markets today. 
• Here’s what you need to know to start your day. 

• @Zerohedge 

• Trump Says "We Are Low Keying It" With Iran As Options For Walking Away Have Drastically Narrowed. 
• Netanyahu says Trump's new Gaza plan is unacceptable. 
• No Hikes For You. 
• Agents Over Humans, Opticals Over Memory, Open Over Closed: Goldman's Top Tech Trader's 10 Most-Watched Charts. 
• Harris Renews Calls To Pack The Court Despite Poll Showing Most Americans Agree With Its Decisions. 
• Watch: 'Privileged Idiot' DSA Co-Chair Has Absolute Porridge For Brains. 
• NEW: More drama on the Pentagon's 1260H list. A US judge blocked the Defense Department from enforcing its designation of WuXi AppTec as a Chinese military company, granting temporary relief to the major pharmaceutical contractor: 
• Trump son-in-law Jared Kushner paid $120 million for a swath of coastal Albania to build a resort. Problem is the seller is an Albanian gangster (based in Miami, of course), and the land belongs to a bunch of villagers. @WSJ uncovers this wild story: 
• Here is the magnitude of hedge fund re-grossing over the past few days in AI themes versus the de-grossing from late June to the end of July. Conclusion: Not a lot of re-grossing. 
• S&P 8000 'Here We Come': Goldman Partner Sees Even More Demand Outweighing Record Equity Issuance. 
• Rich-Kid Mamdani Ally Wants To "Abolish Rent"; Could Hawley Reform Bill Stop College Indoctrination? 
• Abdul El-Sayed acknowledges that Americans would pay higher taxes under his proposed government-run, socialist healthcare system. (video) 
• AOC starts process of freezing her eggs, hints at 2028 mindset: 'I think it's badass'. 
• "Lie To People Who Want To Be Lied To": How To Make A Political Fortune As A Far-Left Democrat. 
• UK Police Literally Have An 'Elite Squad' To Flag Spicy Social Media Posts...
• The Democrat Embrace Of Islamo-Socialism Is Party Suicide.
• Apple Tests Chinese Memory Chips As Supply Crunch Pushes PC Giants Toward CXMT.
• New data centers are being paused. Data centers must disclose their plans to: pay their own way. provide their own power. reuse their own water. reduce the cost of electricity. & avoid disturbing neighborhoods. -@GregAbbott_TX.
• Turkish FM Affirms Defense Pact With Pakistan, Saudi Arabia Is Same As NATO's Article 5.
• Fire Erupts At Saudi Aramco's Jazan Refinery As Iran-Backed Houthis Claim Drone Strike.
• From "Designed Viruses" To "Digital Telepathy" – AI Panic Kicks Into Overdrive.
• Turkey Restricts Black Sea Traffic As Drone Attacks On Commercial Vessels Spike.
• Sports Illustrated’s headline is “Sophie Cunningham got a bitter taste of karma” by getting clotheslined. Sports media is broken. It’s way more left wing than political media.
• Our investigation into Dr. Anthony Fauci’s phone is only just beginning. We have already recovered 34,000 text messages, 522 voicemails, and 3 contacts — spanning from 2014 to a few days before Fauci left the NIH. We will continue to scour every piece of evidence to deliver the truth to the American people. (video)
• The Trojan Horse Inside Your Head: How Government Propaganda Is Quietly Dismantling Free Thought.
• Diarrhea-Gate: One Sinaloa Farm, 345 Sick, And Two Restaurant Chains Down Double Digits.
• Iran's Mehr Releases Video Of Supreme Leader Mojtaba Khamenei For 'First Time' - Except It's Old.
• The Rarest Asset In A Fourth Turning: The Freedom To Act.
• Trump-Backed "El Tigre" Takes Power In Colombia As Right-Wing Wave Sweeps Americas.
• WNBA To Hold 'Listening Sessions' After Second Former NBA Star Says He's A Woman, Declares For Draft.
• JUST IN: WNBA Commissioner announces the league is meeting to review what a woman is, after multiple former NBA stars announced plans to join the league.
• If tariffs are inflationary, should tariff refunds be deflationary?
• tech fund inflows.
• Ukrainian Drone With Huge Explosive Payload Hits Bulgaria Near Vital Gas Pipeline.            
• *US SIPHONING ARMS SUPPLIES FROM ASIA, EUROPE DUE TO WAR: NYT. *US ARMS STOCKPILES AT TROUBLING LEVELS: NYT CITING OFFICIALS. 
• 'Leadership Is Rotating': This Is What Goldman Traders Are Watching Outside Of AI. 
• "We're Here To Destroy The White Race": Democratic Socialist Of America Hero Declares War On West. 

• @CNBC

• S&P 500 futures are flat as traders wait for possible Strait of Hormuz deal, inflation data ahead: Live updates.
• How a small Israeli startup was linked to rogue AI hacks at OpenAI, Anthropic and Meta.   
• Pentagon pushes defense companies to boost weapons production after concerns of depleted stocks. 
• SK Hynix said on Friday it will invest 54 trillion Korean won ($38.1 billion) to build two new memory chip manufacturing plants, as demand for the components, which are key to AI, continues to grow. The South Korean tech giant announced a 35.2 trillion won investment in a fabrication plant, or fab, in Yongin called “Y2,” with 19.1 trillion won earmarked for a facility in Cheongju called “M17.” 

• @MarengoFS 

• $RKLB Earnings Preview.

• @MarioNawful

• The former head of Mossad was just quietly placed in charge of one of the largest military industrial conglomerates in the United States. Lt. Col. Anthony Aguilar argued that changes everything about how the U.S.-Israel relationship actually works. "Everything from microchips that go into the F-35 to sensors that go into the Patriot missile interceptor program, to drone technology, to communications and radios. They touch everything, and the guy in charge is now an Israeli Mossad agent." While Congress fights over $500 billion in unbudgeted war costs, the integration is already done. (video)

• @GenFlynn

• Breaking: The Storm has arrived! In the old days, one would ring the church bells warning of an incoming storm. People from all around would understand exactly what was happening. Right now, church bells across the country are ringing…the question is anyone listening? Without accountability of those who committed the most egregious crimes of treason or conspiracy to overthrow our government are placed in checkmate, the storm will not subside and in fact it will only grow in intensity. Warning, the storm is here!

• @ShadowofEzra

• Michigan Democrat primary winner, Jeremy Moss, says: “I don't think it's wrong for Israel to use America as a pawn, America is not our homeland”. (video)

• @KobeissiLetter

• BREAKING: US corporate profits before tax as a % of GDP are up to a record 14%. This ratio has nearly doubled since the 2008 Financial Crisis. This also exceeds previous peaks of ~13% posted in 1951, 2010, and 2011. Meanwhile, US corporate profits after tax as a % of GDP are up to ~11%, also an all-time high. By comparison, this figure averaged ~5% between 1980 and 1995. This comes as nominal profits after tax have surged +101% since the 2020 pandemic, to a record $3.62 trillion. US corporations are more profitable than ever.

• @GuntherEagleman

• A “women’s” league forming a committee to define the word woman is peak woke stupidity. Common sense didn’t walk out, it got thrown out.

• @bennyjohnso

• Cop Who Was Jailed Over The Arrest of George Floyd Believes He Was Set Up To Be MURDERED. In Prison Attack to SILENCE Him. Tou Thao says if he lied, he would have been spared prison and maybe even been made police chief. He chose to speak the truth because of his Christian faith. “There’s people in government who want us dead. If we die, the truth dies.” “I could have taken the easy way out and sided with the woke mob… if I would’ve went that way, who knows, I probably could’ve been the Chief of Minneapolis.”

• @Jason

• Google’s power move is to undercut the entire token market by making Gemini free for consumers AND by going open source like they did with android. Keep all the clever hooks in the open source models to Google franchises like YouTube, Gmail, search, android, play store, ad networks, Google suite etc The android playbook applied hard to frontier model space.

• @mcafeenew

• NICK SHIRLEY JUST EXPOSED RAPHAEL WARNOCK — MORE VOTES THAN ACTUAL RESIDENTS IN THREE GEORGIA COUNTIES! Atlanta is next on the citizen journalist’s hit list. Nick Shirley and his team have taken Atlanta by storm this week, tracking down leads from Tulsi Gabbard’s document dump on the 2020 election. They discovered that Senator Raphael Warnock, who “won” that year alongside Biden, received more votes in three separate counties than those counties even have residents.

• @GenFlynn

• The American First movement divide must end. I will lock arms with anyone who stands up for the United States of America and the Liberties we have fought for and many have sacrificed their lives for. We are the plan. America’s non negotiables: 1. Call out Covid for what it was (a crime against humanity). 2. We will always protect our children. 3. Election integrity is mandatory. 4. Sovereignty must be protected at all costs. 5. Not Anti-War, just Anti-Stupid War. 6. Demand accountability. 7. Stop using our tax money to fund all forms of corruption. 8. Recognize that this is a spiritual battle between globalism and American Christian principles. 9. Sharia Law is not compatible with Constitutional Law. 10. American Patriots will never quit. Local action = National impact I can respect Tucker Carlson’s 10-point proposal, but may suggest increased strength in a few areas. Honest, Optimistic, Wise, and United are a bit vague. I would adjust these to: Demand accountability, Demand accountability, Demand accountability…and to only unite with those who love and fight for this country. To the others…WAR. (video)

• @amitisinvesting

• BERKSHIRE IS BUYING STOCKS AGAIN FOR THE FIRST TIME SINCE 2022: - Bought $25B of stock, sold $3.7B. - Bought Taylor Morrison Home for $6.8B. - Invested $10B in Alphabet $GOOGL during Q2, now a top 5 holding. - Even bought $4.5B of their own stock back. berkshire’s back.

• @nogps1

• What right do they have? In what world should we have to endure a life where our skies and sun are covered, just because a few corrupt globalists decide this is our future... and all to further their plans to gain total control of the population, using their climate scam alibi! (video)
• You can't run from this, unfortunately... Geoengineering is now global, and it will continue unless enough people start realizing what is happening and say a collective NO!! None of us consented to this, none of us were even consulted, and there has never been any oversight! (video) 

• @JuanOsavin107Q

• A friendly reminder that commercial airlines NEVER fly in a formation like this!! And no, it's not a military air show over the city of Leicester, UK. They're spraying you like bugs. (video)

• @LaraLogan

• Just so we are clear,when children are trafficked they are raped over & over every day, often for years. That can mean thousands and thousand of times. Sometimes violently, sometimes to the point of death. These are crimes against humanity. God help us all.

• @Bitcoin_Teddy

• ICU Nurse, Tiffany Dover, was one of the 1st people in the world to get a COVID mRNA injection...within 30 seconds on national TV, she collapsed. (video)
• 5 years ago Bill Gates told the world that people had “no choice” avoiding the COVID shot, claiming the unvaxxed would “endanger their grandparents” & the vaxxed were 100% protected. Every single claim was false. All of it. And he walked away without a single punishment. (video)

• @overton_news

• Bill Maher ends his show with a brutal minute-long takedown of Anthony Fauci and the liberal elites who turned him into a self-aggrandizing celebrity. The last line of the entire thing was pure cinema. His audience burst out into a massive applause the moment they heard it. MAHER: “But you have to try awfully hard not to notice how much Fauci is energized by being embraced by one particular cultural tribe.” “It was Julia Roberts who was telling Fauci he was Jesus with a petri dish. Not Randy Quaid.” “And that side likes to think of themselves as the purely ‘Science’ people, even though keeping kids out of school that long and traumatizing two-year-olds with masks wasn’t good science.” “Fauci supported some strange policies for such an esteemed epidemiologist.” “Natural immunity doesn’t count now? Meaning, even if you’ve had the disease, you still had to get the shot?” “That sounds more like what Pfizer and Fauci’s celebrity friends wanted to hear.” “He let this shit go to his head.” “Turns out the really dangerous ‘intimate contact’ wasn’t shaking hands, it was kissing ass!” (video)

•  @ImBreckWorsham

• Is it just me, or is @RobertKennedyJr being awfully quiet about the new MRNA flu vaccine?

Night Trading

• Asian indices are +.25% to +1.75% on average.
• Asia Ex-Japan Investment Grade CDS Index 67.75 -.75 basis point.
• China Sovereign CDS 37.25 -.25 basis point.
• China Iron Ore Spot 95.25 USD/Metric Tonne +.21%.
• Crude Oil 78.87/bbl. +.9%
• Gold 4,384.60 USD/t oz. -.34% 
• Swiss Franc/Offshore Chinese Renminbi Cross 8.34 -.10%. 
  
• Bloomberg Emerging Markets Currency Index 34.52 -.04%.
• Bloomberg Global Risk-On/Risk Off Index 127.4 +1.1%.
• US 10-Year Yield 4.66% +1.0 basis point. 
• Japan 30-Year Yield 3.95% +2.0 basis points. 
• Volatility Index(VIX) futures 18.6 -.6%. 
• Euro Stoxx 50 futures -.08%.
• S&P 500 futures -.01%.
• NASDAQ 100 futures +.12%.

Morning Preview Links

BOTTOM LINE: Asian indices are modestly higher, boosted by technology and industrial shares in the region. I expect US stocks to open mixed and to rally into the afternoon, finishing modestly higher. The Portfolio is 100% Net Long heading into the week.

Today's Headlines

Around X:

• @Zerohedge 

• US Official: Hormuz Deal Is Imminent, Upon Which US Will Lift Blockade Of Iranian Ports. 
• Joint Chiefs Chair Pushing For Iran War Off-Ramp, Warning Escalation Will Backfire. 
• Iran's Economy Is In Shambles As War Takes Its Toll. 
• *ADNOC CONFIRMS VESSEL TARGETED IN HORMUZ EARLY SATURDAY: WAM. 
• IRAN VERY CLOSE TO DEAL WITH OMAN ON HORMUZ MANAGEMENT: ARAGHCHI. HORMUZ OPENING LINKED TO COMPENSATION FOR US VIOLATIONS: IRAN. ARAGHCHI: TEMPORARY HORMUZ ROUTE TO BE BASIS FOR MAIN ROUTE. 
• Existing Power Plants Are "Bedrock" In Supplying Data Centers: Constellation CEO. 
• Trump To Announce $180 Million Grants For Mining Industry.       
• What Else Are They Hiding?
• EU Cohesion Breaks: Madrid Socialists Impose Border Protections Against Italians After Third World Invasion. 
• Digging Deeper Inside Physical AI's Hardware Stack Powering Humanoids. 
• Oxford Union Debate Debacle Exposes The Real Limit Of Free Speech In Britain. 
• Iran Issues List of Demands, Dampening Hopes of Reopening Strait of Hormuz. Head of Iran’s Supreme National Security Council said that the waterway will remain closed until the United States met certain conditions. 
• Hillary Clinton Warns Dems: GOP's Anti-Communist Messaging "Very Effective" As Marxist Hijack Party. 
• I haven't even been publicly trans for 72 hours and I'm already getting so much hate. I just want to hoop with my girls in my feminine era! Why can't y'all be happy for me? (video)
• Ukraine Faces Growing Air Defense Crisis As Patriot Supplies Dwindle. 
• Hunter Biden, who has sat down with Candace Owens, Nick Fuentes, and Shawn Ryan in the past year, is appearing on Tucker Carlson’s show on Monday. Hunter: “I love Candace. I like Thomas Massie and Marjorie Taylor Greene. I like that there are people that have kind of woken up.” (video) 
• Texas Energy Giant Oncor Supports Governor's Data Center Freeze.
• The WNBA Is At War With Its Biggest Stars.
• Citi cuts Micron price target on peaking memory prices. Citi downgraded Micron, arguing that both DRAM and NAND prices will see QoQ gains decelerate over the next four quarters, with pricing peaking in the May (F2Q) quarter of next year.   
• Visualizing 75 Years Of America's Electricity Transition.
• JUST IN: Sergey Brin to reportedly take direct oversight of Gemini as Google restructures its AI leadership.
• Hasan Poker in resurfaced Clip: “We want more immigrants to come into your countries and then they’re gonna f*ck your sisters and then your daughters… We’re here to destroy the white race, b*tch.” (video)   
• The Most Crowded Hedge Fund Stocks And Themes: August Update. 
• Bessent's 'Yentervention' Does Not Fix Japan's Underlying Structural Issues.
• Reality Bites: Socialist NYC Mayor Mamdani Turns To Capitalist Bankers For Help.
• Absolutely incredible… University of California professors are now asking the school to reinstate the SAT for admissions because their new students are unable to do high school-level work. They stopped using standardized tests for admissions in 2020 to promote "equity".
• Burry's PLTR puts. (graph)
• and NVDA puts. (graph)  
• Meet The Lab-Leak Proponent Set To Take Fauci's Old Job.
• "Fire Is... Beautiful": Suspect In Spokane Wildfire Confesses "He" Planned Arson For Weeks.
• Vance: Federal Government Has Identified $230 Billion In Fraud Since March.
• Consumer Credit Jumps More Than Expected In June As Credit Card Debt Spikes.  
• Peace Plans & Payrolls Plunge Trounce Rate-Hike Odds, Spark Gold's Best Week In 7 Months.   

• @BarronsOnline

• Had bullish commentary on (RELY) and (COO).

• @IGSquawk 

• Weekend markets update: #DAX 26373 +0.02%. #DOW 54033 +0.05%. #NASDAQ 29728 +0.03%. #FTSE 10898 +0.02%. #HANGSENG 25838 -0.02%. #EURUSD 11556 -0.02%. #GOLD 4345 +0.09%. #SPCX 13325 -0.43%. #USOIL 7661 +0.20%.
• Crypto update: #Bitcoin 65048.00 +0.16% #Ether 1921.40 +0.43% #Cardano 0.2005 -0.94% #BitcoinCash 217.04 +0.35% #Litecoin 45.79 +0.57% #Stellar 0.1656 +2.29% #Dogecoin 0.0711 +2.01% #Uniswap 3.9878 -0.85% #Chainlink 8.3347 +1.65% #Polkadot 0.8177 +0.01% #Solana 76.2700 +3.33% #Avalanche 6.5500 +1.55%.

• @Overton_News

• Senator Ron Johnson reveals the single most disturbing thing he discovered in Anthony Fauci’s diaries. Johnson says this was the justification that he used to “devastate people’s lives.” JOHNSON: “One thing that I think is really being overlooked in terms of what was revealed in those diaries…” “Was early on in the pandemic, to his diary, he thought that COVID-19 would be double the flu, but he went out in public saying it was TEN times.” “He went out to the public and said it was going to be ten times worse…and that’s what he used to shut down the economy.” “To devastate people’s lives. Devastate the economy.” (video)

• @MarioNawfal

• The Cyber unit that hacked Iran's networks is now investigating five suicides in a month... -Between early June and early July, as many as five people who worked in or closely with Cyber Command took their own lives, per internal military communications, public records and more than a dozen people who spoke to Bloomberg. -The command has formally linked them as a suicide cluster, a Pentagon designation requiring specific intervention.
• This is the reality of conscription in Ukraine. A woman screaming for her boyfriend as he's brutally dragged out of the car to be sent to the front line meat grinder. Meanwhile, the politicians who send people to die on both sides gleefully claim they're winning, but they never have to pay this price (video) 

• @MJTruthUltra

• LA Times Owner; “We’re Going to have to Address the Rising Instance of Cancer in Relation to Covid Vaccines — For the first time in my career, I’ve seen an 8, 9, and 10 year-old with colon cancer. For the first time in my career, I’ve had a 13-year-old child in my clinic due metastatic pancreatic cancer.” People need to be held accountable… we simply cannot move on without it. Too many atrocious crimes were committed. Too many lives were ruined and lost.

• @EricLDaugh

• NOW: Mass outrage is erupting in Michigan after Abdul El-Sayed said he HATES their state’s PRIZED destination — Mackinac Island. “I hate Mackinac so much.” “Every time I’ve ever come here, I’ve hated it. Why am I here?” Voters are now livid. This Muslim socialist must be DECIMATED in November! This just proves they are here to spit in our face and hate the country we live in. ELECT MIKE ROGERS (R)! (video)
• BREAKING: Sen. Ashley Moody (R-FL) just RUSHED to the Senate floor and ERUPTED to pass the SAVE America Act, supporting no recess until it's done. "I am DUMBFOUNDED that I still have to come to the floor and have this debate with ANYBODY in this CHAMBER!" "PUT IT UP FOR A VOTE!" 

• @RenzTom

• Trump’s FDA gives “accelerated approval” for Moderna’s new mRNA flu vaccine. This means that they didn’t fully study this new injection despite all the info coming out about Fauci’s mRNA COVID jabs. This isn’t just a bad political move - it’s dangerous, likely illegal, and an outright attack on MAHA. We already had fully licensed traditional flu vaccines (that didn’t work) so accelerating approval can only be characterized as selling out to the corrupt pharma crews that brought us the COVID debacle. Why authorize something that’s not tested when you have something that you already claim works?
• Just in time for the new Moderna mRNA flu “vaccine” the navy reverses course and mandates the flu vaccine for almost everyone (navy order below)! They can’t poison our soldiers fast enough. This shot was not properly tested - the administration gave it expedited approval - and is basically the mRNA COVID shot repackaged. They are going to construe to force mRNA on our soldiers. Fauci’s work is carrying on despite everyone wanting accountability. This is why I keep saying that it’s not enough to go after Fauci - we have to go after the people that bought him.  

• @Hedgeye

• Combined cloud backlog at Microsoft, Google, and Amazon has surged to $1.7 trillion, growing +150% YoY.

• @EmeraldRobinson

• How did China stop the vote counting in several swing states on the night of November 3rd 2020? Can the election supervisors in Georgia and Arizona speak Mandarin? Nope. Only people inside our intel agencies could do it.

• @Bannons_WarRoom

• JOHN SOLOMON: The single greatest intrusion on our elections over the last six years wasn’t foreign. It came from the FBI and the CIA. (video)

• @DC_Draino

• Nothing to see here. Just unclassified evidence of 633,000 voter files hacked in one of the biggest swing counties right before the 2020 election. Now do you know why Fox News called Arizona so early for Biden? They already knew it was rigged.

• @justin_hart

• FDA's own file on Moderna's new mRNA flu shot, in one chart. - 3 in 4 adults 65+ had a reaction. - Day-stopping reactions, 4x the comparator. - Deaths of unspecified cause: 23 vs 9 — with zero autopsies performed. - Benefit: 137 people switched to prevent one case of flu-like illness. All FDA's numbers. Including their caveats. (pic)

• @ScottPresler

• FLOOD THE PHONES!! Tell the Senate to remain in DC until the SAVE America Act is passed. Every Senate number begins w/ 202-224-XXXX. “My name is ____. My zip code is ____. I’m asking Senator ____ to remain in DC until the SAVE America Act is passed. I vote in every election.” Peacefully. (list)

• @TonySeruga

• Scott Presler Just Exposed What They Swore Never Happens — And Now the DOJ Is Threatening Jail Time. BOMBSHELL FROM PHILLY. Scott Presler and his team at Early Vote Action just did what no state official bothered to do: they hand-transcribed thousands of non-juror names in Philadelphia — people who told the court under penalty of law they aren’t U.S. citizens — and cross-referenced them against active voter rolls. The result? 1 in 4 showed up as registered voters. Not a rounding error. Not a clerical hiccup. Twenty-five percent. Pennsylvania is a state decided by less than 5-point margins. Let that sink in.

• @BennyJohnson

• Late last night, the U.S. Senate put Voter ID to a vote. Every single Democrat voted against it.

• @Barchart

• BREAKING : Lumber. Lumber has now traded red for 11 straight days, its longest losing streak since April 2024. Timberrrrrrrrrrrrrrrrrr.
• S&P 500 volatility dispersion soars to highest level since the Dot Com Bubble. (graph) 
• JUST IN : More than 72% of S&P 500 stocks are now trading above their 200-day moving average, the strongest market breadth since December 2024. (graph) 

• @nogps1

• What they disperse comes down. It doesn't miraculously stay up there. Our air, water & soil are being contaminated with chemicals, heavy metals & nanoparticles. If l came to your home & sprayed an unknown product, would you be ok with it? I doubt it! Yet people seem ok with this. (video)
• Who else misses our blue skies??? Please keep speaking out against geoengineering and frequency programs. Document your evidence & share it with @TheGeoFight_com. Let's keep the pressure on! (video)
• Austria. Please let this destruction stop.. our air, water, and soil are being contaminated with toxicity from the geoengineering programs! Our children & future generations don't deserve this.. none of us do! This is affecting all flora & fauna... Nothing can escape this. (video) 

• @DawnsMission

• Did you notice that they are pushing the new mRNA flu shot on the elderly even though in the FDA's own file on the Moderna shot 3 in 4 adults 65+ had a reaction? Again there is no true testing, they just test it against other flu shots. Are they trying to get rid of people 65 and older?

• @JoeKent16Jan19

• This is a preview of the neocons & Israel lobby’s new talking points to merge the Iran war with the Ukraine war. This is being done to maximize the amount of resources they can steal from the American people to fund these destructive & pointless wars. Reject the propaganda. Put America 1st!!

• @Bannons_WarRoom

• LARA LOGAN: The threat in Texas is not James Talarico. It’s the machinery behind him, the lack of courage from Republicans in Congress, the RINOs, the treason, and the betrayal. This is why President Trump must use his power so we don’t walk into the midterms under the same circumstances that allowed other elections to be stolen. (video)

• @KobeissiLetter

• BREAKING: US data center construction spending jumped +46% YoY in June, to a record annualized rate of $68 billion. This marks the largest YoY increase in 12 months. Since January 2024, US data center construction spending has surged +158% and has more than tripled since 2022. Meanwhile, office building construction spending has declined by over -$25 billion since 2022, to ~$43 billion, the lowest since 2016. As a result, data center construction has now surpassed office construction by $25 billion, the widest gap on record. By comparison, office construction exceeded data centers by $57 billion in 2022. AI is prompting the biggest investment wave in US history. (graph)
• This is absolutely incredible. Corporate America is currently on pace for the biggest earnings beat EVER recorded. S&P 500 companies are beating earnings per share estimates by an aggregate +29.2%. To put this into perspective, the 5-year average stands at +7.0%, which is already historically high. In other words, S&P 500 companies are now beating already high expectations by ~4.2 TIMES the 5-year average. On top of this, the blended net margin for the S&P 500 is up to 16.9%, also an all time high. Even if you removed Alphabet’s $98 billion gain from unrealized equity investments and Amazon’s $53 billion gain from Anthropic, S&P 500 earnings growth would STILL be +32.0% year-over-year. We are in the midst of the largest investment boom in history. 

• @GrahamStephan

• What could kill the stock market rally? THIS. I don’t think people take this seriously enough… Imagine a political sweep of Congress towards democratic socialism, driven by young people dissatisfied with falling wages, rising asset prices, and out-of-reach home values. If elected, it’s a no-brainer to pass a wealth tax, increase capital gains taxes, implement “mansion taxes,” and blame capitalism for every problem imaginable. Asset prices subsequently collapse, business contract, home values plummet. This is framed as a “good thing” to level the playing field; now people can buy that same home for 35% less. Stock prices are 40% cheaper.

• @Geiger_Capital

• Since Trump took office, 1.3 Million foreign-born workers (legal and illegal) have lost a job. Meanwhile, 1.7 Million native-born Americans have gained a job. A sharp reversal of the last few years. (graph)

• @DrSimoneGold

• Bill Gates held top secret Q clearance the entire pandemic. Fauci was his private editor. DARPA briefed his foundation. His money funded the NIH. It was never about science. It was coordinated.

• @jsolomonReports

• It takes 5,000 jabs of Moderna's just-approved mRNA flu vaccine to prevent one more hospitalization compared to a standard flu vaccine, but the new shot causes six times more injuries. @alexberenson first flagged the disparity.

• @DawnMission

• While the public conversation focuses on how Fauci pushed the COVID vaccines, we cannot overlook what he did with the hospital treatment protocols. He took remdesivir—a drug that Dr. David E. Martin states was declared too deadly and unethical for use in the African Ebola trials because it carried a 53% mortality rate overall (and 85% in patients with high viral loads)—and elevated it to the standard hospital protocol for COVID. In practice, it became the primary (and essentially only) antiviral Fauci allowed for hospitalized patients. Families whose loved ones died under these protocols call the drug “Run-Death-Is-Near.”

• @Kalshi

• JUST IN: Berkshire Hathaway was a buyer of stocks last quarter for first time in 3 years.

• @NYPost

• Champion transgender cyclist Veronica Ivy now beating biological women for titles in second sport. (pic)

• @BowesChay

• In Kiev, a lone biker struggles against 10 of Crime Boss Zelenskys thugs. Passers-by honk their horns in protest, a young woman confronts the kidnappers. But all to no avail, the young mans bike is smashed, and his life stolen for NATO and Zelenskys Crime syndicate. (video)

OpenVAERS:  

• VAERS US COVID Vaccine Adverse Event Reports. 1,033,983 Reports (+194 from prior report) Through June 26th, 2026.

SKirsch.com:

• Using the MGH numbers with our own VAERS queries, we have 247 cases per million doses from the MGH study divided by 5.97 cases per million doses from VAERS. 247/5.97 = 41. This suggests that the VAERS under-reporting factor (URF) is 41X.