Money & Markets: November 5, 2026

Jeroen van Straaten
November 5, 2026

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Money & Markets

The Plan Is Insane

November 5, 2026

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Money & Markets

The Plan Is Insane

John Titus and Catherine Austin Fitts record on November 4 around John’s theme, “The Plan Is Insane,” Senator Chris Murphy’s verdict on the Iran war plan he was briefed on. They open with the midterm results, which they read as a rejection of the control grid and the data-center push rather than a mandate for either party. Then the plan itself: Trump channeling Boris Yeltsin, his contradictory clips on gas prices, the Pentagon’s plan to keep bases running if the civilian grid goes down, Peter Thiel’s sudden break with the Iran war set against Palantir’s double conflict of interest, Christine Lagarde’s early exit from the ECB ahead of a possible Le Pen presidency, and Navy deployments stretched to 11 months. Anthropic’s S-1 lists “catastrophic or existential risks to humanity” among its risk factors while asking investors for about $100 billion: investor-assisted suicide, as they put it. They cover Americans putting groceries and gas on credit, the unanswered questions in the Palm Beach Learjet crash footage, Israel killing police officers in Gaza, and MEP Dominik Tarczyński on the fight over Poland’s currency. In Hey Robot: Trump backs AI self-regulation, 50 companies worth over $25 trillion reject tokenization, and Binance probes what may be the biggest crypto heist ever. Then Pharmageddon (CVS pays $315 million over opioid prescriptions), pushback against Adobe and a Kentucky data center, and Solari In House: Taylor Hudak and Tim Caban on getting your retirement savings out of data centers, Tom Shaw’s pushback poetry, Friday’s video with Congressman Thomas Massie, a warning about imposters, and the November 12 meet and greet in Burlington, North Carolina. They close on one point: a rejection is not a mandate. Next week Catherine joins from Thailand.


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52 Comments

  1. Catherine, the proposed next governor of the ECB is Klaas Knot, former governor of the Dutch Central Bank. He is the most promising candidate to follow Christine Lagarde.

  2. Thank you for a great money and markets! I am not computer savvy so there’s a good chance my idea below is not very good.
    I am not sure if this idea could help deter the damage from imposters but if perhaps very short ads, pop up/or the like on those sites. The time and money involved for Solari to try to curb maybe the $ for quick short ads scheduled to be played ( if possible) on those sites explaining ? ‘Solari will never phone, text, email you directly- these sites claiming may be spam/ imposters.
    Or , Catherine is no longer booking consultations and refers potential customers to the Solari.com website ( I am not sure if this is true but I am trying to think of what the mini add could say) or other ideas the Solari team can come up with. If those imposters have sponsors imagine sponsoring them and they have to show Solari’s ad.

  3. There are nearly 40 million distressed student loan borrowers (ie hopelessly underwater on their loans) in the country with around 70% being independent or republican. Only 30% identify as democrats.

    The past two years with Trump have been an icepick in their eye. Forcing people into new, worse repayment plans, and announcing the renewed wage garnishment policies in the months before the election put the issue at the top of these people’s minds. They vote in far higher percentages than average. Nearly 20% of the adult GOP base have the loans, and 85% are underwater. Our group poll among student loan borrowers showed that 80% voted blue. Far, FAR higher than in previous years

    The dems, nationally, beat the GOP by 14.5 million votes.

    So the student loan issue was very, very relevant to this contest.

    Treasury staff tried to warn the Trump people that announcing wage garnishments just before the election was a very bad ideas. “The demographics are bad for us”. “These are not who you think they are”. No one listened.

    Let them burn. They earned it.

    My only regret is that the Democrats didn’t deserve the victory.

    I think this axe swings both ways, though. Voter volatility is extremely high and increasing.

  4. Yesterday, I heard Armstrong say that Lagarde quit so she can run against Le Pen and stop Le Pen from becoming President of France. The election is April 2027.

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