Money & Markets Report: March 13, 2026

Justin Woods
March 13, 2026

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Money & Markets

Long term pain

March 13, 2026

When Supply Chains Break and There Is No Place-Based Resiliency, Then Money Can’t Solve Your Problems
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When Supply Chains Break and There Is No Place-Based Resiliency, Then Money Can’t Solve Your Problems

Money & Markets

Long term pain

John Titus and Catherine Austin Fitts review an “unprecedented” week with 12 videos, arguing that the Iran war is rapidly destabilizing energy and supply chains as the Strait of Hormuz disruption drives oil higher, threatens LNG production (Qatar force majeure), and spikes fertilizer costs for U.S. farmers. They discuss Iran striking U.S. bases and communications, a cost-and-time imbalance in air defenses, and warnings that the conflict could break Western economies and markets. Domestically, they cover private credit fund withdrawal gates at BlackRock and others, concerns over pension marks, and claims that DHS/ICE actions target dissent, including reports that many accused “attackers” are U.S. citizens with no convictions. They also discuss European vulnerability to gas, shifting Russia sanctions, Israeli intelligence ties in U.S. tech, proposed local ICE partnerships, and Solari updates on local politics, programmable money, scams, impersonation alerts, and resilience actions like gardening.

00:00 Welcome and Week Ahead
01:03 Private Credit Gates
05:21 Morgan Stanley and 2008 Echoes
06:21 Nasdaq Kraken 24 7 Trading
07:02 DHS Noem Fallout
11:34 Crackdown on Dissent
15:45 Iran War Trade Lanes
21:35 US Bases Hit in Gulf
25:29 Drone Swarms Cost War
33:54 Propaganda Short Term Pain
38:05 Energy Shock and Famine Risk
41:36 Leadership Contrast and Polls
58:08 Europe Gas Squeeze
59:19 Europe Cut Out Deal
59:48 Gas Prices Surge
01:00:18 India Oil Shock Risks
01:01:41 BRICS Fractures Exposed
01:02:50 China Spokesman Pushback
01:05:55 Dog King Leadership
01:07:48 Israeli Spies In Tech
01:12:38 Sanctions And Oil Supply
01:15:36 Europe Weapons Shortage
01:20:03 Data Center Company Towns
01:25:59 Idaho ICE Mandate
01:32:56 Massey And Pushback
01:35:17 Billionaire Decade Charts
01:39:04 Oil Dollar Lockdowns
01:41:19 Local Politics Toolkit
01:42:58 Programmable Money Fight
01:48:17 Gold IRA Scam Warning
01:50:53 Impersonation Crackdown
01:52:38 Resilience And Signoff


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80 Comments

  1. Catherine, wanted to give you a shout out for the very timely 3 hour interview with Tiffany Cianci covering the private equity industry. The last few weeks Blue Owl, Cliffwater, Blackrock, and Morgan Stanley are all reporting problems.

    As I listened to this packed full of information interview I reflected back 40 plus years when high yield bonds, (junk bonds) were used to cannabalise companies. Many times used by small companies to take over much larger companies. Sam Wyly of Sterling software is an example. The junk bond king, Michael, eventually did serve a couple of years in jail for security fraud. but he was a very hard worker for Drexel Burnham putting deals together starting early in the morning holding meetings before the markets opened at his home in Encino, Ca. with high powered financial people. If not at home the meetings would be at Drexel at 9560 Wilshire Blvd with people like T-Boone Pickens, Ivan Boesky, Carl Ichan, Tom Spiegel, and Sam Wyly would gather around Michael’s X shaped desk before employees would report for work. Jimmy Goldsmith would attend Drexel’s Predators Ball at the end of the year.
    I suspect Michael took a plead for security fraud to keep is brother, Lowell, out of jail. Tom Spiegel of Columbia Savings and Loan who was a major player with Michael even had his own parking space at Drexel Burham’s office in Beverly Hills.

    The less people who know Me and My power, the easier it is to confuse them about truth.

    Prayer is good, prayer with repentance is better, prayer with repentance and fasting is best

    1. Milkens are still at it: in education as a service provider and getting state scholarship voucher schemes passed to funnel money from public schools to them; and administering corporations’ employee retirement plans by acquiring the real pension assets in exchange for annuities in insurance companies they form outside the US. Rotten to the core.

  2. Hi Catherine, John, great show, and the quality of your presentation is top notch.
    I had occasion to ask a friend about AI in our Civil Service (I’m in N Ireland). I was stunned to hear that they were encouraged to use M$ Co-Pilot. The punchline, though, was that prior to that everyone was given training in implementing the UN’s 17 SDGs. For our DoHealth Palantir is almost certainly in on the ground.
    And the upper levels have access another system, not public knowledge.
    I’m currently thinking about how to frame some questions to our local politicians as to whether guardrails are in place. For example, to prevent illegal and unlawful implemetaion of regulations.
    BTW I’ve concluded that the use of AI to select and target weapons is, in itself, a War Crime.
    If anyone has any suggestions, I’m all ears.

  3. Fertilizer? I am a small farmer who buys about 4000 lbs per year in bags. My supplier buys what he sells to me by the truck load. So my purchase was just before the war started. Even then my cost was up 15%. I feel for those farmers who are getting all the cost passed on to them by the day or week. My supplier had also said the next shipment would be a lot higher. I don’t think people have a clue what the cost of diesel is going to do to pretty much everything and especially food related increases. So the little people will be hurt again. Thankful I bought all the fertilizer I need for the year, yet what about next year? As we were told a few months ago “affordability is a hoax”.

  4. Milkens are still at it: in education as a service provider and getting state scholarship voucher schemes passed to funnel money from public schools to them; and administering corporations’ employee retirement plans by acquiring the real pension assets in exchange for annuities in insurance companies they form outside the US. Rotten to the core.

    1. Wow! That is an incredible interview/conversation. The weaponization of insurance is concerning… just think of the ramifications if done to us. In fact it’s already happening with skyrocketing premiums in health, auto, home, business, etc.

      1. This weaponized “tool” could be used to accelerate their 2030 agenda in so many ways! Yikes!

        1. Destruction of Edom and global famine stacked as functions in this Jewish war.

      1. Just finished. Excellent. Insurance. Food, Helium. Consolidation. Very good coverage. What the US just did to the gulf states is breathtaking. Between the Gulf and Europe, US is attacking its allies.

  5. Iran has been preparing for war for decades. Period. The US military has been spent the last 10 years social issues in the military. This is no bueno…

  6. About your earlier question on DEW:

    Trump’s “discombobulator” used on the guards in Venezula and others is known. It is called Reltron. It works by causing non-kinetic brain injury generally known as Havana Syndrome.
    Reltrons are run by the U.S. Space force and there are approximately 200+ in orbit.

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