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. Another great M&M!
    My understanding is that the value of tokenization, is that the collateral changes ownership regardless of custody, and the ability to reverse the transaction doesn’t really exist. (Those are not positives for most of us, but that is my understanding of the “appeal” of tokenization).
    For example — you are living in your house — you have direct custody of it — no squatters can move in — but if it is tokenized, some blind trust in Panama can transfer ownership to themselves — regardless of custody. Also note, if that happened, the buyer is is outside your local legal jurisdiction making reversal of the transfer more difficult.

  2. As far as Texas turning blue, I heard it was due to the Hispanic swing vote. They’re disturbed about the ICE raids including targeting hardworking immigrants who have lived there for decades. They thought Trump would only target the criminals. Young Latino voters wanted to protect their parents. Plus the economic difficulties.

  3. Two retired engineers whose career was with a big oil company told me that $5billion was spent recently by a company buying refineries in Kansas and Oklahoma that haven’t been used in years. One of these would take at least a year to become operational. They think they must have inside information for making these purchases as they don’t make economic sense.

  4. Solari published an article on 401K or retirement and how to protect your retirement from the AI bubble. I can’t find the article, can anyone help?

    1. That’s the problem now. No way to know what’s true. Super qualified subscriber thinks the accident story is legit. Remarkable coincidence, but could be so.

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