Money & Markets Report: March 5, 2026

Justin Woods
March 5, 2026

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Money & Markets

All the Marbles

March 5, 2026

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Money & Markets

All the Marbles

John Titus and Catherine Austin Fitts discuss the U.S.-Israeli war on Iran as an “all the marbles” bid to preserve dollar-system control, arguing the public rationale is false, negotiations were used as cover, and diplomacy is collapsing. They review Marco Rubio’s “imminent threat” claims, assess tactics targeting civilian infrastructure, and warn U.S./Israeli interceptor stockpiles may exhaust quickly versus Iran’s much larger missile inventory, raising risks of escalation including boots on the ground. They cover spillover impacts—UAE AWS outages, insurance-market cancellations centered in London, and Qatar LNG disruptions—plus oil, gold, Treasury, and dollar index moves and accelerated de-dollarization scenarios. The episode also links AI and the control grid: the Trump administration pressuring Anthropic, war-game AIs choosing nukes, court rulings making AI legal queries discoverable, keyword warrants, Palantir’s expanded DHS role, stablecoin programming and censorship, and state-level efforts to add guardrails against programmable money.

00:00 All the Marbles
01:31 Why Iran War Now
03:15 Oman Deal Betrayal
07:20 Rubio Imminent Threat
12:08 Dollar at Risk
15:33 Targeting Civilians
21:01 Interceptor Shortage Math
24:48 Boots on Ground Talk
33:34 Secret Weapons Debate
42:30 Collateral Damage Spreads
45:27 Insurance and Sea Lanes
49:29 Energy Shock and Maps
55:00 Oil Shock Signals
56:06 Markets Digesting Storm
58:07 International Rotation
01:02:49 Fed Trapped by War
01:04:05 Dollar Slide Inflation
01:06:55 AI Versus Pentagon
01:12:14 Nukes and AI Risks
01:13:25 AI Discovery Trap
01:16:10 Searches Not Private
01:19:20 Palantir DHS Expansion
01:23:41 Stablecoin Grift Exposed
01:28:19 Programmable Money Control
01:31:45 ICE Lawbreaking Memo
01:39:07 Young Builders Update
01:43:25 State Guardrails Push
01:47:19 Epstein Control Grid
01:49:22 Closing Reflections


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92 Comments

  1. Catherine, at 1:35 I heard you loud and clear. What you said makes perfect sense. And remember when Obama said, in his first term, that he was going to build a private army? This further proves the notion isn’t partisan in nature. It’s bigger than that. And who was the first to brag about utilizing databases to drive votes? Not to pick on Obama, but both these announcements were at the same time, and it proves in hindsight to be the same agenda. Piece parts of the same whole, which at the time seemed unrelated.

    1. Obama proudly announced that we were 5 days away from fundamentally changing America right before he was to take office. He also announced at one point that we were building a private army, just as big and just as strong as the military. Did we not see a small inkling of that with ICE?

      Trump is, as Michael Yon would say, just a leaf on the tree, as Obama or Biden was. To think and blame Trump for what is going on today is absurd. This time has been progressing for decades. The same rhetoric has been trumpeted by Netanyahu for as long as he has been on the scene. It is apparent Trump’s candle has blown out and is defeated. Even though Netanyahu may be a puppet of the Rothschilds as well, he seems more fervent in his mission. Trump does not.

      1. I don’t think it is ICE, I think it is the militarization of 30 or so Agencies. Every Agency having its own standing army of sorts. The idea of arming the IRS would fit into this scenario.

        1. I remember when Obama ordered 500 million hollow core bullets, through many agencies. I believe Social Security was to get about 150 million rounds. I don’t remember the exact number, but I verified that they indeed had an RFP posted for these bullets. I was pretty shocked to find the RFP, but I assumed that our dear government was trying to hide the large numbers by putting requesting in many agencies. It never dawned on me that we actually had secret armies in agencies or funded and armed by them.

        2. Excellent past. I remember looking at 911 and there were over 50 government agencies authorized to carry weapons.

      1. It just dawned on me, once Obama got into office, veterans were being disarmed by an Obama order, losing their rights to hold a weapon, based on how the VA interpreted what they might have said regarding their depression, PTSD, what have you. This relates to my longstanding belief that veterans support the constitution and this is something contrary to the hidden agenda we’re talking about. I only recently ran into a Marine vet in Costco who said to me, “If it happens, we’re always ready.” This is what the hidden agenda makers fear most.

        1. Spot on. I’d add that from Obama and Biden administrations worked really hard to get anyone who was patriotic out of the DoW. A lot of both civil servants and military left as soon as they could.

  2. I’m new to the Solari Report, and I think Money & Markets is essential. I’m not sure if you’ve discussed this before, but the four main DoD contractors—Lockheed Martin, Raytheon/RTX, General Dynamics, and Northrop Grumman—account for 26% of all Pentagon contracts.

    Between 2021 and 2024, these top contractors spent 139% of their free cash on buybacks and dividends, totaling $89 billion. That means they paid shareholders $25 billion more than they actually made in free cash flow, which was $64 billion, according to their SEC 10-K filings. So, these companies are paying out much more cash than they bring in.

    You can find more details at Stephen Semler’s Polygraph substack. In short, these military contractors pay out more to shareholders than they actually earn. It seems the focus isn’t really on making or delivering munitions, but plundering the system. Just more socialize the costs and privatize the profits.

  3. These advanced weapons have been used in the USA. The DOD used them on 911, Lahaina, and the California fires.

    Dr Judy Wood explained; https://www.doctorjudywood.com/wp/

    Nicola Tesla understood much of this a century ago. The Soviets studied his papers and improved his scalar energy weapons. Col Tom Beardon explained it. https://www.cia.gov/readingroom/document/cia-rdp96-00788r001900680014-4

    The US, CIA-Mossad complex, China and Russia all have these weapons. They also have craft like those seen by the USS Nimitz in 2004 that accelerate at more than 5,000 g. https://www.mdpi.com/2504-3900/33/1/26

    Dr. Steven Greer has hundreds of first hand witnesses who have seen these advanced technologies. One of them, Col Philip Corso was personally in charge of the Roswell objects.
    https://archive.org/details/youtube-jAfTY7NuceQ

    Eisenhower was briefed on ET advanced technology in 1952.
    https://ia800500.us.archive.org/35/items/majestic-12-documents-for-majic-eyes-only/Eisenhower%20Briefing%20Document_text.pdf

    The US Navy has a patent on an UFO. https://patents.justia.com/patent/10144532

    It also has a patent on a gravitational wave generator powerful enough to turn the earth into another asteroid belt!
    https://patents.google.com/patent/US20180229864A1/en?q=(Pais)&inventor=Salvatore&assignee=Cezar&oq=Salvatore+Cezar+Pais

    1. Patent are not relevant. Does not mean anything was produced or effective.

  4. Came across this European group called the “Off Movement”, who are working at “Regaining Control Over Digital Technology”. Don’t know much about them, but find it to be a necessary and hopeful direction in concept. The group is “not about switching everything off, but about regaining control over technology and ensuring that its development is aligned with human interests.”

    A few of its proposals include:

    – The constitutional and transnational protection of neuro-rights (prohibition of accessing our neural activity and collecting its data with the possibility of interfering with our mental activity).

    – An international legislation for the prohibition of autonomous lethal weapons.

    – The pursuit of a “technological de-escalation” in areas where technology has a proven negative collective impact, and its deployment poses a substantial risk to the population.

    – A right to disconnection that guarantees access to services – especially public services – in a non-digital capacity.

    – The obligation of tech companies to provide access to data that allows third parties, within the framework of the law, to autonomously analyse how their platforms and algorithms function.

    – The expansion of protocols aimed at validating the ethical appropriateness of algorithms used by companies and governments.

    If nothing else, this movement point in a direction we as a people should be pursuing:
    https://www.offm.org/en/manifesto/manifiesto-off

  5. NY Times lead article today – “Hanging Up”

    “Sometimes it feels as if our phones are our captors, and we’re in perpetual search for a device or a detox that will release us. We’re constantly negotiating: I’ll keep my devices out of the bedroom. I’ll wait 15 minutes after waking before checking social media.”

    “(During a 6-day tech fast, one student reflected), “In not being able to communicate over distance, I have to be more invested in communicating where I am.” It seems simple: communicating where we are. But how often are we truly invested in that? How often can we say we’re not at least partly invested in communicating elsewhere, only half-aware of what’s happening before us?”

    “The organizer of the tech fast told .. about a previous project to establish a tech-free dorm at St. John’s. Over time, the project’s focus shifted from being “anti-tech” to “pro-community.” Yes! That feels like an important distinction .. Rather than frame our plight as what we’re against, rather than focusing on what we are cutting out, we might frame it around what we’re seeking: community, connection, presence. ”

    This is a movement growing in strength and numbers, and it’s most certainly worth heralding!
    https://www.nytimes.com/2026/03/07/briefing/hanging-up.html

  6. To answer the question – why is Rubio saying that? I chuckled and thought “because it is true.” Rubio is saying Iran (other countries) out produce the US in war production because they very likely do. A lot of countries out produce the US. There are probably a lot of reasons that include, regulation, unions, safety, environmental protection laws, western budgets tend to have large welfare/healthcare wedges that other counties don’t.

    If one wanted to profit off of misery, this would be a time to invest in this industrial base. There will be a military complex boom to replenish the expendables. That would be a “red button” big bonus in retirement 401Ks moment. That’s pretty much what I think the M&M analysis points out.

  7. WOW, I’m really shocked by how John struggles with the secret weaponry that governments have in their arsenals. Yes, we don’t know exactly what governments and secret governments have but something wacky and explainable is going on. At least recognize that…

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