Become a member: Subscribe
John Titus and Catherine Austin Fitts argue the Iran conflict can be “lost” on three circuit breakers—military, energy, or financial—and contend the U.S. effectively lost due to inflation, energy constraints, and financial pressure rather than battlefield outcomes. They discuss an unreleased U.S.–Iran memorandum of understanding that reportedly requires halting Israel’s bombing of Lebanon, reopening the Strait of Hormuz, ending blockades, and major money flows to Iran, alongside unfreezing funds. They cite precision Iranian strikes on U.S. Gulf bases and expensive air-defense systems, and report the UAE paid Iran billions to stop attacks, raising questions about U.S. basing. They connect war-driven energy shortages to dangerously low commercial oil stocks at Cushing, rising producer prices, and looming rate pressures, then pivot to domestic control-grid issues including internet censorship bills, AI/crypto lobbying, data-center impacts, and stablecoin rulemaking.
00:00 Welcome and Setup
00:36 Three Circuit Breakers
01:22 Who Lost and Why
02:55 Congress and Central Banks
03:58 Cabinet Competence Critique
05:50 US Iran Memorandum
09:40 Deal Terms Breakdown
12:15 Lead Up and Trump Claims
17:22 Iran Precision Strikes
20:40 UAE Pays to Exit
24:21 Gulf Finance and Security
28:06 Dubai Financial Hub
32:49 US Energy Achilles Heel
38:26 Rates Inflation Fallout
40:50 Control Grid and AI
43:35 Deeper Model Failure
45:04 US Brand Rejection
46:25 Inflation Shock Headlines
47:57 Shrinkflation and Quality Drop
48:27 Dynamic Pricing and Shadow Work
54:50 Iran War Defeat Questions
57:16 B-52 Crash and Media Shift
59:44 Internet Censorship Push
01:05:08 China Auto Export Surge
01:11:50 Biometric Banking Weirdness
01:13:31 SpaceX IPO Index Game
01:17:33 Israeli Election Meddling
01:19:24 Ukraine Biolabs Confirmed
01:22:59 Biowarfare and Silk Road
01:23:57 Tulsi Gabbard Motives
01:25:29 Wyoming Data Center Boom
01:29:11 Crypto Mine Water Secrecy
01:34:54 Data Centers Tax Breaks
01:36:55 Tech Lobbying Influence
01:38:39 Pushback Albania and Ukraine
01:42:06 Markets and Control Grid
01:44:34 Turtling for Cash Update
01:47:13 Programmable Money Guardrails
01:50:43 Grand Tour and Organizing
01:55:53 Defeating the Nothing
01:58:48 Wrap Up and July Plans
Latest solari report & ask catherine
Log in or subscribe to the Solari Report to enjoy full access to exclusive articles and features.
Already a subscriber?














































































































When you listen to Simon Dixon lay the strategies out, it amounts to these leaders playing their part to then see who of these players GETS the best DEAL!
Update on Florida AI Data Center law – I wrote before how the new AI Data Center law in Florida is terrible. It is terrible, but it does however contain a good provision. – It preserves the authority of local governments over planning and land development regulations.
Two counties have now enacted permanent bans on AI Data Centers and 7 counties have enacted 12 month moratoriums and several others are in the process of passing legislation.
Things are moving fast here, because the new law takes effect on July 1, 2026.
Faye, which counties?
Things are changing fast – There are now 3 counties have a permanent bans. Jackson, Wakulla and Walton
Moratorium in 7 Counties – Franklin, Nassau, Pasco, St. Johns, Holmes, Citrus and Hernando.
Related topic – Florida has over 100 new laws that take effect on July 1, 2026. I looked at a few of these when they were bills and I could not believe such obviously corrupt bills would even be proposed. It looks like a few passed, but I haven’t looked at the final language. The reason I mention this is that they had to do with zoning and taking away local control. I’ll post what I find out.
I recommend you all subscribe to and read Patrick Wood’s substack. He says military victory over Iran was never the goal but an economic reintegration. . He calls it the “missing node” India, Middle East-Europe Economic Corridor and Iraq-Turkey Development Road.
When you read it the 300 billion makes perfect sense. He says that it’s a private investment fund to invest in energy, logistics, manufacturing and transport.
Maybe all of Trump’s ranting, “we have a deal, we don’t have a deal, we have deal” is not as crazy as it sounds. He also talks about peeling Iran partway out of the Russia-China orbit by offering a richer patron.
Iran is not just about Iran, it is about City of London using Iran as a proxy for endless wars. Yes, we are in the middle of a major shift in the geopolitical world as the power shifts from Europe to a new structure. Most likely in the very near future the Sunni nations will agree to a pact with Israel. We live in fascinating times.
Joyce, I recommend watching Marco Rubio giving his speech at the recent Munich Conference.
Thanks Robert , I will have a look, but I don’t think the Sunni Arab nations, especially Saudi Arabia, cannot enter a full pact with Israel without some kind of two-State “solution” or some kind of internationalization of Jerusalem as capital of the Abrahamic faiths.
The Saudis need something to maintain their image as the protectors of the Islamic faith.
Yes, interesting days to say the least.
Excellent point about the two-State solution. Looks like the Kurds are going to be making mischief in Iran.
Can’t imagine who would put them up to that?
Enjoyed the savagery of this week’s M&M’s, would have loved to be a witness of the wall street side of our fierce lady of Fitts at the airport, the cocopuff reference for that joke of a “war” clown is on point and Titus’s mouth scan sample made my week, thank you for the laughs.
And, airline bookings need to be made in stealth mode, boomers! Get some tech savvy kid to set you up, it will save you serious cash. The algorithms are getting smarter at tracking, but so do stealth methods and the kids with very creative ways around the extractive main lines.
Catherine and John, thanks for commenting on Tusli Gabard’s disclosure. I’d wanted to write and ask what you thought of it. At first I thought it was amazing and wanted to show the clip to my teen Cambodian students. But I recalled that she was one of the WEF’s Young Global Leader graduates and just saw the leaked list of attendees to Sam Altman’s private “Dialogue” meetings, and she was on it, along with folks like Jared Kushner, the big Tech bros, the head of the ADFL, etc. I didn’t know she was also a member of the CFR. So if she associates with the globalist elite to that degree, I’m not sure if that’s the kind of thought leader I want to promote to my young students. Any further thoughts?
I did not listen. My understanding is that she essentially corroborated what we already knew. The Russians had provided detailed briefings when they went into Ukraine and Nuland was forced to confirm a bit in testimony. I don’t know why she did it, but I am confident she had establishment support to do so.
What do you think of Patrick Wood’s take on the Gulf states role in this as presented in his very recent book The New Economics of Technocracy: You Will Own Nothing? I haven’t heard a response to his take on the current Middle East dynamics, the Trump Family’s connections, etc., and how the architecture for the global control grid is basically being piloted in the ‘new’ Gaza plan, and how IMEC will facilitate a major arena in the rapidly developing NWO. Iran will play a role.
Can you provide a synopsis? Or does he have a summary on his website. Requests to read books and watch videos are over 100 + each per month.
I suspect that Joe Kent is being promoted as our new hero. Why do I say this, many people have quit, but how many are then on almost every alternative media program? I am wondering if Tulsi is now being positioned to join him.