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. Dr Steph Young did research about what the data centers really are. Highly recommend her video. Here’s the intro she wrote:

    I kept hearing from my colleagues that if I actually cared about what’s happening with data centers and AI, I’d boycott it.

    So I went and found out if they were right.

    But what I found was that they weren’t, not fully at least.

    What I uncovered was bigger than that.

    We aren’t the customer. We are the raw material.

    Every comment I’ve ever posted online. Every blog. Every video.

    That’s what trained the AI we have access to now.

    For those of us online at all in the last 30 years, we were the ones training this thing.

    What’s more is the massive new data center buildout happening right now has nothing to do with individual ChatGPT subscriptions.

    That already runs fine on infrastructure that’s been here for years (and could continue doing so).

    The new trillion dollar buildout is for something else entirely for the future.

    It’s for training very powerful next generation AI and then fully deploying it into hospitals, courts, banks, and governments.

    The CEOs of the largest AI companies who are working with the government have told us directly, on the record.

    You and I were never the customer for any of this.

    We never were.

    We are the resource they are trying to manage.

    This is not a reason to panic.

    It’s just crucial we pay attention and know what will and won’t move the needle.

    This is a big topic, so dive in deeper with me below…

    Steph

    P.S. Here’s the full episode covering what AI is actually for, who’s behind it and the only two honest options I think we have.

    https://youtu.be/H8HHk-qkWc0?si=hHtroknaccoAIdKm

    1. Wow, this is good enough to share with a select few. Thank you. I know that forcing everyone to use AI is providing justification for the data center roll-out. What I didn’t know is that (according to Dr Steph) our queries are mostly being run through current data centers, not these new environmentally destructive monstrosities. Makes sense, since OpenAI and Anthropic apparently aren’t even making a profit. They’re being used to pump up the bubble. Strangely puts my mind at ease a bit. Even though I use AI (Brave Ask) sparingly, I struggle with being ‘part of the problem’. I’ll take the moral / ethical softening, while continuing to sparingly use privacy-based AI, as I figure out my next moves against this fast approaching control grid.

  2. I honestly suspect that Caligula gets a bad rap by the elitist Suetonius and subsequent historians.

    Appointing his horse as Consul was a perfect shot across the bow of the Roman elite, and I understand many of his policies were loved by the people!

    I discount deeply claims about his corruptions.

    1. Caligula began a massive spending boom that emptied the Treasury. The feelgood factor was off the scale.

  3. America is having it’s 250th year anniversary and it is a great time to be alive as it seems we are on the threshold of many changes.
    250 years marks 5 jubilees. A Jubilee, 50 years, is a special year of release and restoration where debts are forgiven and there’s a reset.
    The number 5 is the number of grace.

    1776 is MDCCLXXVI in Roman Numerals
    MDC = 1600 = 1+6 = 7
    CLX = 160 = 1+6 = 7
    XVI = 16 = 1+6 = 7

    Washington DC
    Longitude 77 degrees
    Latitude 38.5 degrees X 2 = 77

    Lots of energy being produced at and near the White House over the last 30 days with more celebrations the next few days

  4. Where is this money going…? Gambling, drugs, sex, pharmaceutical drugs, medicine, interest, processing fees, etc, etc where is all this money going? and bigger question for what? This is more than just corruption. It feels like all this expenditures is feeding something.

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