This week, I did interviews with Market Insider and Mario Nawfal.
On Market Insider, we discussed the surge in global money supply and the Federal Reserve’s continued easing. Their balance sheet has expanded significantly, with printing on the order of a billion dollars a day. This “money flood” is helping push asset prices toward record highs even as inflation risks rise again. We also explored the massive energy supply shock unfolding worldwide, the AI investment boom and whether it could turn into a bubble, developments in bond markets, de-dollarization trends, and practical strategies for investors navigating this complex environment.
On Mario Nawfal’s program, we discussed the fast-moving geopolitical developments involving Trump, Iran, Israel, and Hezbollah. We covered recent escalations and de-escalations, potential ceasefires in Lebanon, Iran’s strong responses and threats to key oil infrastructure like the Strait of Hormuz, and the resulting oil price volatility. We examined physical market tightness shown by large U.S. inventory draws, the difficulties of ongoing negotiations, and the broader economic and energy risks tied to these tensions.
Both conversations highlighted how monetary policy and geopolitical forces are combining to shape today’s markets.
The Iranian navy, which has been destroyed eight times, has apparently closed the Strait of Hormuz again, because the United States, for the seventh time, won the war that wasn’t a war, so now the United States has to open the Strait of Hormuz that was already open before the not-war began.
The not-war began because Iran had uranium that was totally, completely, beautifully obliterated, so they can’t build the nuclear bomb they weren’t building, which is why the United States had to start the not-war it definitely didn’t start.
Now the United States, which has nuclear weapons, is threatening to use nuclear weapons to stop Iran from getting nuclear weapons, because nuclear weapons are far too dangerous for countries with nuclear weapons to allow other countries to have.
If the United States saw the United States doing what the United States does in other countries, the United States would invade the United States to liberate the United States from the tyranny of the United States.
Well, it’s unofficially Going-All-to-Hell, everyone is hopelessly Mind Controlled, and we’re just waiting for Rachel Maddow to make it official?
That SpaceX IPO may literally “Coup” the entire system?
The next 3 to 4 weeks will be crucial to determining whether we’ve LOST the great Michael Yon; whether he’ll revert to auguring Mass Famine, War, Deception, Routes and Resources, etc., OR whether he’s permanently veered off into discussing “the Baby kicking”, “reading to The Baby”, comparing baby milk formulas, and the timing of severing the umbilical cord?
“Go Where You’re Treated Best” - Forget any kind of Fidelity to anyone or anything or any Purpose in Life…. You’re a Victim…So, Go Where You’re Treated Best, particularly if you’re one of those 7 or 8 figure Victims who wants Zero Taxes and expensive clothes and rich food and to gloat about his obnoxious material success….
Catherine Austin Fitts posts an interview with G Edward Griffin.
G. Edward Griffin just flagged it: the people running the centralized system are cornered.
When the control structure gets into trouble, history shows they don’t fix it. They launch a crisis to scare people into giving up more freedom for “security.”
Watch the capital flows, not the headlines. The setup for the next scare will likely be one of these: cyber attacks that take down infrastructure, another “public health” emergency, war or terrorism, a financial system seizure, energy/oil shortages, droughts, food supply disruptions.
This isn’t about predicting the exact event. It’s about understanding the playbook.
Solution: Get off their grid where you can. Local food, local cash, real assets, trusted community, and control of your own data. Freedom is built locally while they try to centralize globally.
Don’t submit to fear. Follow the money.
Now that’s an interview I want to listen to! Thanks @sand_kitty! Had to look it up because I had no idea Griffin was still alive. He’s 94, and his Wiki reads something like “bad man conspiracy theorist bad man.”
Sorry Sand Kitty, this wasn’t originally intended as a reply to your post!
Mario is repeating this non-backed-up assumption that can be heard everywhere in the west: that the terrible Iranian ‘regime’ (note that the enemies are always ‘regimes’, but never called that for the US, the US-backed genocidal Apartheid Israel or other allies) … that the terrible Iranians brutally and mercilessly killed tens of thousands of their own people when the latter demonstrated.
The problem with this narrative is that there’s absolutely no evidence of it, except, that is, the very specific statement that the Iranian administration made about it (a list of 3000 odd deaths, many of whom were from the security services, with names of every one) and on the other side statements by Pompeo and Mossad that Mossad agents were alongside the demonstrators (meaning that they were agents provocateurs and, presumably, shooting at both sides). The ‘terrible Iran’ claims on the western side come principally from the Palavi side and from US-backed genocidal Apartheid Israel plus US sources, which I think we can agree are unreliable on this.
And we’ve seen the differing reliability of recent Iranian statements on the one side, and that of (or lack of) US and US-backed genocidal Apartheid Israeli statements on the other.
When I see credible evidence from the western side, something like evidence we got from Iran, then I’ll start reconsidering how I understand what happened.
I still see no reason to change my opinion that the US is basically run from Tel Aviv. I just can’t see any evidence to suggest it’s wrong. Whatever Trump does in this war seems to always end up playing into US-backed genocidal Apartheid Israeli interests. Even things like the Minab atrocity can be seen from this perspective.
For a long time I cogitated about this and why the US should do that. And then it came to me that, yet again, this was simply the agenda of the genocidal Apartheidists: get the US to do an atrocity right at the start of the campaign on the lines of what they usually do; this will then put the critical spotlight on the US, so that they can get on with their heinous crimes in Iran, Gaza and Lebanon without pesky critics trying to stop them and sullying their name.
Please, do let me know if you have evidence that my theory isn’t totally right (the recent Trump-Bibi phone call won’t cut it, btw – this was, in my opinion, a smokescreen to make it look like Trump’s in charge: note that subsequently Bibi did exactly as he’d always intended).
AI estimates that if 30,000 people were killed in the Tehran protests, and the bodies were laid out on the sidewalks, they would take up 10% of all the sidewalk space in downtown Tehran. We are supposed to believe that in a few days, the Iranian government killed half as many people as Americans that died in Vietnam over a 15-year period. It would rank right up there as one of the top massacres of humans in all of history.
The oil spike isn’t the cause. It’s the cover story.
They’ll use “oil crisis” to blame the crash in AI valuations, private credit, consumer debt, student loans, Japan’s carry trade… all of it. But the real crisis is in the money system itself: too much debt, too many promises, not enough real production.
Watch what happens next: First, Kevin Warsh and the Fed hold rates to look “tough on inflation.” Then, as the debt can’t roll over, they cut rates and fire up QE again. Not to save you. To save the government debt market and the banks holding it.
That’s the pattern. Every crisis = more money printing, more centralization, more control over your cash and assets.
So don’t just watch oil prices. Watch who gets bailed out and who gets regulations. Watch which assets get re-priced and who legally owns them when the rules change. If your wealth is trapped in “paper” inside a system you don’t control, an oil spike becomes the excuse to move the goalposts again.
The fix isn’t guessing Fed moves. The fix is moving what you can back to real assets, local networks, and systems you can touch and audit. Because when they print, they don’t just devalue dollars. They devalue your independence.
I would suspect the poster of harboring anti-Israeli sentiment in posting this. But it includes a video of the Israeli official actually saying it. So maybe it is simply factual?
(I see him like a son I would be very proud of.)
