Money & Markets Report: July 2, 2026

Justin Woods
July 2, 2026

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Money & Markets

Caligula is Blushing

July 2, 2026

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Trump’s Threat of 100% Tariffs on Tech Tax to Europe Is about Who Will Control the Digital Train Tracks

Money & Markets

Caligula is Blushing

John Titus and Catherine Austin Fitts open with the U.S. 250th anniversary and preview Titus’s “War for Bankocracy” episode 4A on Alexander Hamilton, the Bank of New York, and private credit addiction. They discuss the Supreme Court allowing Trump to fire heads of many independent agencies while temporarily blocking the removal of Fed Governor Lisa Cook, and argue the Fed is treated as “special.” They review EIA and SPR data showing continued petroleum reserve drawdowns and predict potential post‑election energy rationing, alongside debate over U.S. logistics buildup in West Asia and commentary on JD Vance’s remarks about refilling oil stocks. They highlight surging sports betting and a large illegal wagering market, framing addiction as top-down policy, then cover Supreme Court bribery/gratuities doctrine, alleged Trump/Lutnick self-dealing, AI-driven power-sector M&A concentration, geofence warrant limits, hospital AI screening for intimate partner violence, Microsoft protest over Gaza surveillance, Albania protests, Cuba opening banking/energy to foreign capital, UK arson targeting Starmer, Axios’s Israeli ties, Trump tariff threats over EU tech taxes, AI-stock market concentration risks, and an NDAA provision integrating U.S.-Israel military planning delayed for two weeks.

00:00 July 4th Kickoff
01:24 Bank of New York Origins
02:35 Fed Versus Lisa Cook
07:31 Midterm Convention Talk
09:12 Strategic Oil Reserves
12:35 Hormuz And Rationing
14:44 Iran War Logistics Debate
19:05 Vance MOU Gaffe
23:11 Oil Price Mystery
25:56 Sports Betting Boom
35:06 Tokenization And Addiction
37:02 Bribery Made Legal
38:59 Trump Lutnick Deal Web
41:33 Pentagon Payback Bets
42:21 Cantor Fitzgerald Seabed Deal
44:46 Addiction Economy Playbook
47:43 Citizen Vigilante Propaganda
50:22 Tariffs And Digital Railroads
57:08 AI Bubble And 401k Risk
01:04:38 Cuba Banking Privatization
01:08:35 Starmer Arson Mystery
01:16:42 Israel Watch Gaza And Axios
01:22:23 Sudden Darlings Pressure
01:24:58 Gold Market Infighting
01:27:43 AI Power Sector Mergers
01:31:46 Geofence Warrant Ruling
01:35:23 Hospital AI Surveillance
01:39:55 Microsoft Gaza Whistleblower
01:47:31 War Powers Pushback
01:49:53 Markets Charts Breakdown
01:52:43 Solari In House Updates
01:59:24 War for Bankocracy Finale
02:05:15 July Fourth Sign Off


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47 Comments

  1. Love you guys. As you mentioned 2030 and you own nothing. Big picture that still rings in my head 2030 you own nothing and USA is no longer a super power. Seems we are still on that road. Catherine you have and continue to hammer on this. Still not sure how many really understand or for that matter the two wars, all things digital, on going two wars, icing on the cake how much this administrations grifting hurts little people. Keep on being the light!!! Maybe more and more will wake up. Many Well Wishes to you both. Side note I65 is still very full of cars and trucks, that is one way I keep up with how the economy looks.

  2. Catherine and John, remember the story you guys covered on people in NC not being able to rebuild because of insurance companies putting up money road blocks. Now as John pointed out number one son is into rare earth in NC. Sad the raping of America gets bigger and bigger. Or raping of the little people, however you might want to phrase it. John as you point out the draining of the oil stores has to have a bigger reason because it sure is not logic driven??????

  3. Not sure about what was said about nuclear.
    Fission is about uranium/plutonium. (Mostly)
    Fusion is about Deuterium/Tritium.
    I had a look at Copenhagen Atomics. (Thorium/Uranium Fission)
    I’d need to do much more investigation before investing, but it looks more promising than some other projects. It’s at least a year behind China, and criticality seems at least a year in the future.

  4. You sure are right about the targeting of males in the sports and betting and marijuana. I see young men ambling around our vast new low income housing developments, in the middle of the day. The excavator, an energetic ambitious young man, cannot hire help with scheduling and paperwork. (He tried to hire my visiting Hong Kong son!) The small local family appliance store is short handed. The small family HVAC needs at least one more reliable technician to take into the partnership. The post office is always hiring mail carriers but the young people can’t take the pace. I hear this from all the small local business I deal with here in Ithaca. My lawn care crew has 160 lawns! And the superb biodynamic farm needs two more hands to milk. These are all decent jobs with potential, even the milking.

    1. I see this as well. We are bifurcating between those who enjoy being productive and those who do not.

  5. I still wouldn’t call these people… “smart”.

    I would call them devious…

    If they were smart (actually intelligent) we would be on a path of productivity of making a happy, fun world for everyone…

    A parasite can be devious… (creative in being devious) (and extremely good at it)… but it’s life cycle is tied too… and runs out at some point.

    Within the confines of the system that allows it to be devious, as that system collapses. Due to it not being smart at all in the long term.

    Language matters.

    Devious only works for soo long, because it is not actual intelligence… it’s just working a prexsiting system.

    As the system corrodes… the ability to be devious evaporates and becomes harder and harder… costs more money

    Give it a minute.

    We’ll see how intelligent these people are.

    There in a panic rush to build this all out now… (like right now).

    Time is on our side in this. Or they would not be in a panicked rush.

    =) j

    1. Devious means there building off a system that was already put in place for them…

      Intelligent??…

      There barley holding a system together…. having every advantage of the system having been already built for them for maybe hundreds or thousands of years ago.

      That doesn’t strike me as very intelligent at all…

      Hence the problem…

      Smart people all over the world figuring out easier ways to do things that DO NOT require those idiots… who proclaim themselves to be in charge.

      AND… that is exactly why their system is dying and their panicked…

      It’s the evolution of a planet… cosmic forces that can not be stopped by man.

      They want to go back to feudalism… unfortunately for them life is forwards… backwards is not an option.

      As much as they want that. This is us going thru…

      1. Real intelligence is all the people creating new ways to make life easier and happier and more productive for each other…

        That’s not the same as knowing how to game a rigged casino.

        The people gaming it all are losing that battle at an exponential increasing rate.

        Hence the poisoning and the mind control/entrainment and the addiction pushing… anything to slow down actual intelligence… which is bursting out every where…

        You can only cap a damn for soo long… it’s over.

        They had there time, the ocean beats at the beach everyday (unyieldingly) no amount of human anything stops time or change…

        It is the Divine gift to us all… change is all there is.

        =) j

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