Money & Markets Report: July 17, 2025
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July 17, 2025
Money & Markets
~ Publishes on July 17, 2025 at 6:00 PM CST ~
Solari’s weekly Money & Markets reports are hosted by Catherine Austin Fitts and John Titus. Catherine and John discuss the latest financial and geopolitical news—each week summarized by an evocative theme—and monitor significant trends in areas such as “Fed Watch,” “Space, Military, and Global Turf Wars,” “Hey Robot,” and “Pharmageddon.” They also track and celebrate noteworthy pushback around the world. Money & Markets is published on Thursday evenings, with the exception of the last week of the month and the last two weeks of August and December. Subscribers can access Money & Markets in either audio or video formats (both downloadable).
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There is something brewing in the world of AI that is converging to create a massive burst of the commercial AI bubble. And basically, the bubble hasn’t burst yet but there are sign of massive fraud emerging, this is something many people who have tried to use the LLM AI systems have found but everyone keeps getting gaslit that “other people” are somehow getting fantastic productivity gains.
One of the first big claims that coincided with the release of ChatGPT was that coders were see ten fold increases in productivity and that with AI a Jr. coder could code at a Sr. level overnight.
The reality: when actually tested in the real world, coders using AI felt 20% more productive, yet when performance was measured, they actually were 19% LESS productive – yet had deceived themselves.
The actual study:
https://metr.org/blog/2025-07-10-early-2025-ai-experienced-os-dev-study/
and 5 min video on the study
https://www.youtube.com/watch?v=96j1cIMYV1U
The next claim is that AI agents can automate all kinds of basic office tasks. I have even heard claims that an AI agent is like a PhD level intern.
The reality: In a Carnegie Mellon Study, many models fail over 90% of the time. The best model (which was the Google Model) fails over 70% of the time. Would you hire a worker who only does their job correctly 30% of the time?
The research paper:
https://arxiv.org/pdf/2412.14161
a short video on it:
https://www.youtube.com/watch?v=9ELXACQ6aMo
Then you have this Gartner study that found: “only about 130 of the thousands of agentic AI vendors are real.” Yet over 60% percent of the companies they had surveyed had invested in these AI agents.
https://www.gartner.com/en/newsroom/press-releases/2025-06-25-gartner-predicts-over-40-percent-of-agentic-ai-projects-will-be-canceled-by-end-of-2027
Damage from the hype has already been done, especially in the tech sector. I know many people who lost jobs due to layoffs because managers all thought they could get away with fewer staff. But what are the financial consequences to companies that went in on the hype only to find their coders are 20% slower or their agents screw up 90% of the time? The damage from the snake oil will be considerable. Unlike the dot-com bubble, it is not just the tech companies that will fail – they may bring down their clients.
One last item – a short video of the head of AI at Oxford saying LLMs are just a “hack” but have no inherent problem-solving ability.
https://youtu.be/7-UzV9AZKeU
Sean Reynolds of NRP (News for Reasonable People) reports that criminals 1st Portland’s largest building, “the big Pink” sells for 88% less! Predicts financial disaster for blue, criminals 1st cities and states. 30 minutes approx.:
https://youtu.be/VLtR9uGUTaI?si=FQa0qvUgaTccL06H
Catherine,
I have been paying enough attention to the legal issues currently surrounding South Park’s handling by Paramount+. I would normally not suggest you put eyes on these issues, but it’s looking like there may be more going on with this issue than just a contractual dispute. There’s additional news that has come out in the last week that Paramount+ has removed all episodes from its global streaming platform and currently is working on a list of episodes it will permanently remove once it “resolves” its issues. This is screaming deep state tactics, but I wanted your and John’s take on this. This show has occupied an important place in international artistic commentary on a whole slew of things that often flies in the face of the powers that be – only show I can think of that had a reasonable treatment of the vaccine issue that even got a shout out from The Highwire shortly after it aired. Is Hollywood capable of roping in its assets to make “stupid” contract decisions to destroy a property by keeping it in a legal limbo for too long?
Article below
https://www.hollywoodreporter.com/business/business-news/south-park-creators-threaten-legal-action-deal-1236297367/
Catherine, in your worldly meanderings if you are in France and or Switzerland between 22 and 23 July 2025, don’t forget your blood donation @ CERN! Neferious ritual timing??
https://hse.cern/blooddonation#:~:text=Next%20blood%20donation%20campaign%20at,your%20eligibility%20to%20give%20blood
I did not know CERN did blood collections.
super creepy x 10
To keep the industrial complex on both sides of the isle going one needs soldiers. The Ukraine has spent theirs and seem to be down to teens. Sadly, they will be mowed down fast and soldier kiddies and todlers would be too embarissing. This means boots on the ground from Europe and that needs to be pronto. Could this be why wacky Nato allies like Germany, France, Great Britain, USA are doing everything in their power to make Russia attack EU countries so the public will cheer them on? The war rhetoric is of the charts in Europe. My, my, how the west is devolving, giving our precious kids to hungry moloch!
How Ukrainian teens are training for war
https://www.youtube.com/watch?v=8MdI1tJpagA
Read the comments section, cheering kids on in adapting to war. I found the comments section modt disturbing, it shows how lost most westeners are!