Debt Rattle July 31 2026
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Leonardo da Vinci Head of a Woman 1470s • IRGC Strikes Jordan Again After 2-Hour US Bombardment (ZH) • Roasting Fauci Is Fun, But There’s No Do-over F
[See the full post at: Debt Rattle July 31 2026]Fauci 1984 – 2022 head of the CDC. During the time big pharma and big medicine was turning the medical practice in The United States into a cynical scam, Fauci held his position. As childhood disease proliferated, Fauci held his position. While the childhood vacination schedule increased to 72 innoculations, Fauci held his position.
1. Do Not try to sob Democrats, Democrats.
2. Do Not tell me that during the time the aforementioned industries were writing the bills for the House and Senate NO ONE KNEW who Anthony Fauci is.
Let us have a look at The Congressional historical data of the lobbyist visits to it’s members.There was increasing notice of the relationship between illness in The United States and the growth of for profit only healthcare. The congress and the media pooh poohed every one of the claims. Not only did they dismiss the information they initiated character assasination against those giving the warnings.
THE CITIZENS OF THE UNITED STATES WENT ALONG TO GET ALONG.
so run around with your hair on fire like imbeciles, my bladder may be full, i won’t help” We hold these Truths to be self-evident, that all Men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty, and the Pursuit of Happiness-”
this will never die in the human heart, and Larry Klayman can go know himself with a rusty chainsaw
Will we ever have had enough of money grubbing charlatans?
not as long as there are sports, Hallmark movies and the bachelorette on televisionOPEN THE LINKS IF YOU ARE INTERESTED IN THE INFORMATION.
https://www.csis.org/analysis/last-rounds-status-key-munitions-iran-war-ceasefire
Last Rounds? Status of Key Munitions at the Iran War Ceasefire
Photo: U.S. Navy photo via DVIDS
Photo: U.S. Navy photo via DVIDSTable of Contents
Many Munitions Have Acceptable Inventories
The Seven Critical Munitions
Long-Range Precision Fire Against Ground Targets
Highly Effective Air and Missile Defense
Deliveries Take Many Years
Low-Cost Alternatives
A Methodological Primer on Missile Calculations
Conclusion: Risk in the Next WarReport by Mark F. Cancian and Chris H. Park
Published April 21, 2026
Available Downloads
Download the Full Report————-
https://www.iranintl.com/en/liveblog/202607245785
LIVE
updated 45 minutes ago
IRGC targets two tankers in Hormuz as Iran receives bodies of forces killed in Iraq
—————-https://robcampbell.substack.com/p/ukraine-and-world-affairs-including-0f6
Ukraine and World Affairs (including Iran/ME): Weekly Update.
31st July 2026
Dr. Rob Campbell————-
https://simplicius76.substack.com/p/germany-draws-up-secret-plans-toGermany Draws Up “Secret Plans” to Hamstring AfD on Eve of State Elections
Simplicius
Jul 30, 2026
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https://geopolitiq.substack.com/p/us-iran-skirmishes-restart-are-rafUS-Iran skirmishes restart – Are RAF and NATO bases in Cyprus and Bulgaria next Iran’s targets?
Plus news and updates from Lebanon, Turkey and Yemen.
Ismaele
Jul 30, 2026
————-Pepe Escobar discusses Iran’s blistering offensive that is hitting US bases in Bahrain, Kuwait, Iraq and elsewhere everyday even as US strikes subside. The geopolitical analyst and journalist has written two columns on the matter and will apply them to the latest developments in this must watch show
What End Game https://drjohnsblog.substack.com/p/what-end-game
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 munitions — Treasury 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-2026-07-31Gold & 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-closedI 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
July 31, 2026
War On Iran: – U.S. (Again) Blocks Strait Traffic
This ain’t gonna solve Trump’s problem …A Qatari tanker passing taking the Iranian channel through the Strait of Hormuz was a quite hopeful development for energy markets.
Al Mayadeen English @MayadeenEnglish – 6:27 UTC · Jul 30, 2026
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.
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The U.S. though, despite being an ‘ally’ of Qatar and Pakistan, did not like the precedence …
MenchOsint @MenchOsint – 9:40 UTC · Jul 31, 2026⭕️ 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.
bigger
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In consequence the Strait is again closed.
Iran Nuances @IranNuances – 13:12 UTC · Jul 31, 2026Persian Gulf Strait Authority reiterated that transit through the Strait of Hormuz is currently impossible due to ongoing US military aggression. It added that once stability and calm are restored, permit applications will be processed and issued in order.
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.htmlThe 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-ad85-7459310c1d71Israel 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-gazaHelena 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-toDistant 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-alphabetsSouth 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-americasThe 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-augFauci 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-skyrocketedPierre 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
Call it a ROSE.
Meanwhile US 10 year yield exceeded 4.7%. Debt,(LEVERAGE), is compounding faster than economic growth (resulting from decreasing money velocity) and this will accelerate.New idea: We only post videos from people who are right once in a while.
Better than a 10% ratio. They can be wrong 8.9 out of 10 times and be good faith. That should eliminate almost everyone getting posted lately.
“picking up the sword in the first place is proof that the swordsman is already dead.” — DBS
Maybe. But if I were an evil guy I would want you to think that. This is exactly what gun control activists say. Then I can abuse you at will and laugh. ANY use of ANY sword fro ANY reason is evil and death. There is no self defense at all. And no Just War at all. All human impulse over all time is mistaken.
Unless there IS self-defense, and there IS Just War that has rules, and I can pick up that sword. To save England and the Cul de Sac with my children on it in Rotherham.
If you want to say there’s a good chance I’ll die using the sword to do this, we all say “I know.” That doesn’t make it immoral. No different from jumping into a river to save your kids.
“”Looks Like World War Z!”: Spain’s Ceuta Invaded By Thousands Of Military-Aged Male Illegals
You are not allowed to stop them. It is immoral not to give them everything they want or resist them in any way. Yes? Just hand your daughters over now, saves time.
[Iran] “The United States is the aggressor.
The root causes of the current situation are clear: The United States’ ongoing unlawful actions pose a serious threat to regional stability,This can also be true, but I’m concerned that no one addresses any alternate and additional facts, like IRAN declared war on US. We are the aggressor, responding to a war long since declared? Where famously Iran is shooting off bullets hourly with many many proxies?
I’m against them doing this, they may have perfectly good reasons, but engage with the facts here.
“Zionism and Jihadism are neither any better than the other.” [All nations act for their own interest] — Charles
Right. So why the emotionalism about it? Some can be LESS wrong, but that doesn’t hep emotionalism here. It just clouds your thinking.
“Tariffs increases the cost of all goods and services.
Tariffs increases the cost of imports and exports.
Tariffs increase the cost of inflation.
Energy costs are also increased.
The US tariffs are increasing the cost of energy that they import.”Except this never happened. Yet. It’s easy 1/10th of the inflation under Biden, who had no tariffs. It’s all cost of oil right now, and even that is half of what was predicted. That’s the fact, saying the above was the allegation, which turned out to be wrong.
“Alastair Crooke: Iran DESTROYS THREE F-35s as US Attacks BACKFIRE, Trump in PANIC MODE”
Trump has actually been panicking non-stop since 2016. He’s been falling on the ground, weeping and crying, and never seen on the golf course nor at 5-star dinners or nothin’. Boy is he tired! Media sez! Why would they lie?
They report non-stop Feelz, and zero facts. Daily. So have their reporting and predictions been good? Or not so good?
“LARRY C JOHNSON – IS THE DEPT OF WAR COVERING UP THE TRUE NUMBER OF CASUALTIES?”
Absolutely. Over 1,000 but below 5,000. Again, all reporting focuses on us and not on Iran. Half the war is entirely unreported. Iran has taken no damage at all and in fact is STRONGER than when they started you say. So thanks, United States, and if only we can keep bombing them more, they’ll be stronger and happier with each bomb that falls. Right? That’s what you’re reporting. Well, you’re welcome, Tehran. Happy to help a pal.
Does this non-stop thing make any sense to anyone? Use your heads.
Possibly Iran HAS taken damage they don’t like and 10:1 more damage than the U.S. or even our area assets? Otherwise they would be happy, right? The commentariat would also be happy, and not upset with the U.S. They would not claim “Empire” and “The U.S. is dictating”. Like the MoU being IRAN’s MoU, their own actions, statements, prove we agree the U.S. is pounding the hell out of Iran and they know it. They are upset because we’ve bombed them to powder all over and they have no air defense and are living in caves.
Then they SAY the opposite. But their own actions reveal they know what the reality is, they are just lying, making things up to win on the Internets. Give nations that bomb anyone they can reach a nuclear missile. This seems like a good idea to them because then their ego wins points online. No. I don’t prefer that, and quit yanking my crank because your own actions and approach show you think Iran is getting clobbered. I respect being mistaken, and I respect the idea that Iran has the just side in the war, fine. But I don’t respect open, transparent liars to my face. It’s insulting. I also think you’re lying to yourself, so you can’t think straight, why would I listen to you.
Now will that MATTER? Matter if the U.S. bombs the hell out of them if they just don’t surrender? That was always the problem and Remains to be seen, but stop lying about it.
We know ahead of time what questions not to ask. We know ahead of time where to stop, what to avoid saying. We know because we don’t know. We don’t know, but we also know ahead of time not to ask. Stop.
https://eir.news/2026/07/news/lead/
A Dialogue of Civilizations: Development or World War III
That is the provocative title of the lead panel of the upcoming July 31 EIR Roundtable Dialogue, which over the course of the day will include presentations and deliberation among prominent political, religious, economic, and youth leaders from 14 countries on every continent. It will truly be the seed crystal of the kind of Dialogue of Civilizations needed to pull humanity back from the brink of systemic economic breakdown and impending nuclear war.
Both of those dangers are increasing appreciably by the day. British-centered financial interests are on a drive to convert their two leading geopolitical wars—Ukraine and Iran—into a single world war, and at the same time widen the theater of war in all directions to include more countries. The visit of the two British policy stooges—Israel’s Bibi Netanyahu and Ukraine’s Volodymyr Zelensky—to the United States for meetings with President Trump on Tuesday, July 28, serves as a useful metaphor for how the British are intent on bringing their two wars into a single operation.
Russian military analyst Alexander Stepanov, from the Institute of Law and National Security, which is a division of the Russian Presidential Academy of National Economy and Public Administration (RANEPA) in Moscow, explained to Sputnik that precisely that was the purpose of the July 25 Ukrainian attack on an Iranian ship in the Caspian Sea. “The strategic aim is to widen the escalation zone, push it into a new phase, and facilitate the involvement of NATO countries under the guise of legal justification,” Sputnik paraphrased Stepanov. “What is emerging is an additional belt of instability, created through the use of terrorist methods carried out by US proxies,” Stepanov said.
Gideon Rachman, the chief foreign affairs commentator of the Financial Times, came to a similar conclusion, albeit coming from an opposite policy direction, writing on July 27 that an “axis of adversaries” has come into existence, due to the “growing alignment between Russia, China, Iran and North Korea.” He said that one of the advantages of Ukraine joining in the attacks on Iran is that “US efforts to blockade Iran are also hampered by the fact that Iranian goods and oil can cross the Caspian to Russia. Disrupting that route would help any American effort to collapse Iran’s economy.”
Kremlin spokesman Dmitry Peskov was blunt about the implications of the newest attacks for global security, and the actions Russia is prepared to take: “The geography of the Kiev regime’s terrorist activities is expanding, which again highlights the need for a successful and complete special military operation.” The threat posed by the Kiev regime “must be prevented and totally eliminated.”
Schiller Institute founder Helga Zepp-LaRouche stated in her July 29 weekly webcast:
“If this thing is not stopped, we are so close to a catastrophe of human history that I can only say: people who are concerned must step forward and express their views. Because I think only if we have a public discussion, not only that this has to stop, but also what should be done instead,” can a solution be found. She elaborated: “I have been advising since the beginning of the war in Ukraine that we need to move to a new security and development architecture, because it’s very clear the old order is breaking down—it has broken down…. The so-called unipolar world has broken down completely. You have multipolar chaos in the world. So, I think we are really on the edge of a disaster if we don’t turn this around very rapidly.”
You can participate in the July 31 EIR Roundtable here.
Do you want a surprise ,,, ask your AI
F-35s etc. out of service. How many Confirmed, probable, maybe, rumored
What happens when you drill a hole in the bottom of your fishing boat?
US, Israel planning a strike on Iran’s energy.
Hehhehehehe
D:
Have you been right about anything? Ever?
Go try to take delivery of a barrow of crude and find out the true cost
The world is changing and the U.S. is about to get beaten down
You always tell me to grow up. And you are right as I like to trust and much of my life has been living in a deception
I believe in truth and honor as the correct way to live;
not lies and deception and crime and killing (U.S. & Israel)
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