Money & Markets Report: May 7, 2026

Justin Woods
May 7, 2026

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Money & Markets

The Inside Trader’s Apocalypse

May 7, 2026

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Money & Markets

The Inside Trader’s Apocalypse

Catherine and John open with the “inside trader’s apocalypse”—questioning insider trading, prediction markets, and what they see as a staged assassination narrative serving to distract from a costly White House ballroom build, while Vance pushes stablecoins and digital tokens.

On Iran, they track the escalating conflict: contested missile-strike and Hormuz reports, rising gas and oil prices, U.S. crude exports drawing down inventories, and a broader energy and financial war aimed at squeezing China’s energy and capital costs.

The roundup: Gulf states (notably the UAE) angling for Fed swap-line access; China ordering firms to defy U.S. sanctions on Iranian oil; Florida price cuts and rising fees; unrest in Germany; expanded Israeli propaganda funding and AIPAC’s spending against Thomas Massie; a massive Utah data-center power plan; crypto grifting and concentrated prediction-market profits; DTCC tokenization timelines; and what Palantir’s USDA deal means for food-supply control.


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89 Comments

  1. This is such a grim Money & Markets that all I’m going to say is YAY! Catherine’s bangs are back! And Catherine, I love your primaveral white blazer. Sure, it’s before Memorial Day, but there’s no need to abide by the Memorial Day/Labor Day rule anyway. It’s always been arbitrary, as it obviously doesn’t apply in the great fashion capitals of Europe. Your colorful scarf is equally invigorating. And John’s pale blue seersucker shirt! A perfect gentleman’s spring look. I love his new home’s decor, too.

    Okay, one more comment. As someone who has repeatedly reported to TwitterSupport 2 fake Solari accounts, I’m at a loss. I’m not sure Elon’s the problem. I don’t trust him at all, but from what I hear he’s focused on the SpaceX IPO and not involved in the minutiae of Twitter. I’m sad to say I think you have enemies in the management layers beneath the C-suite. I’ve heard rumors that those layers operate with impunity and regularly ignore Elon’s wishes. I’m not saying he’s your biggest fan, because it’s unlikely he is, but I am saying removing the ability to report a fake of a popular account is not the level of subtlety I’d expect from a man with Elon’s savvy. It’s too provocative. Your blue check has reappeared, so that should help people differentiate real from fake. I don’t know if you paid for the blue check or if it was conferred on you according to Twitter’s notable people standard. It was definitely not there for part of the time when we had that misunderstanding about Syria’s decision to boycott the World Cup in response to one of the Minnesota ICE shootings.

  2. America, that country with a unique constitution. What could have been if “constitution promotion” would have been your number one export. What a missed opportunity with power and greed as its flagship export with many more countries following suet with population betrayal for American crumbs.

    Primitive planet indeed. This is going to be a hard lesson worldwide. How hollow that “never again” after WW2 sounds. Wonder if humanity will ever shed the 7 deadly sins?

    1. The US Constitution is great.

      Unfortunately, those who are now in power (such as Blackrock) aren’t required to obey it.

      Over time-those calling the shots have been less and less the organs of the US Federal Government.

      1. Partly agree, but since the population at large finances it all due partly of ignorance and or desinterest, we are not exempt of the burden it all causes. I sometimes wonder if humanity will ever get there in sufficient numbers in not betraying oneself.

        Humanity is running out of time with being physically hooked up to the internet planet wide and forced into a technological hive mind. Here in Europe, energy is running out which I consider good and bad simultaniously. I wonder how good missie von der Leyen her app will work without electricity.

        I suppose the current phantom reality bothers me. Shops are still full like always as if nothing has changed. Shure, prices are up, but not many seem aware what is around the corner. I wonder how many people will get stranded in foreign countries amids their vacation because they thought all is as usual.

  3. Thank You , I look forward to checking out the wrap up with Robert Temple and the list you have researched even deeper pertaining to sabotaged refineries and other supply chain issues. Invaluable information this website shares and sadly too many people I know will not access it no matter how much I try. Many are afraid to know truth. I am so grateful to have found Solari.com thank ou again

  4. DEDICATED TO DR JOSEPH FARRELL FOR THE LOVE & PRESERVATION OF CULTURE
    A respectful correction for Catherine :)”life is a stage “…. All the WORLDS a stage.
    Here is the soliloquoy by melancoly Jacques. I also provide a link to my late great friend and colleague Bille Brown who played Jacques at Belvoir Street in Sydney Australia .

    https://www.youtube.com/watch?v=jYS-yZPUO_8

    As You Like It, Act II, Scene VII [All the world’s a stage] The Seven Stages of Man

    Melancholy Jacques ( pronounced jake-wheeze)

    William Shakespeare
    1564 –
    1616

    Jaques to Duke Senior

    All the world’s a stage,

    And all the men and women merely players;

    They have their exits and their entrances,

    And one man in his time plays many parts,

    His acts being seven ages. At first, the infant,

    Mewling and puking in the nurse’s arms.

    Then the whining schoolboy, with his satchel

    And shining morning face, creeping like snail

    Unwillingly to school. And then the lover,

    Sighing like furnace, with a woeful ballad

    Made to his mistress’ eyebrow. Then a soldier,

    Full of strange oaths and bearded like the pard,

    Jealous in honor, sudden and quick in quarrel,

    Seeking the bubble reputation

    Even in the cannon’s mouth. And then the justice,

    In fair round belly with good capon lined,

    With eyes severe and beard of formal cut,

    Full of wise saws and modern instances;

    And so he plays his part. The sixth age shifts

    Into the lean and slippered pantaloon,

    With spectacles on nose and pouch on side;

    His youthful hose, well saved, a world too wide

    For his shrunk shank, and his big manly voice,

    Turning again toward childish treble, pipes

    And whistles in his sound.

    Last scene of all,

    That ends this strange eventful history,

    Is second childishness and mere oblivion,

    Sans teeth, sans eyes, sans taste, sans everything.

  5. I assume the trade statistics are in current dollars? Imports from Japan seems flat, but JPY has depreciated 50-60% against the dollar since 2021, so a lot more is being imported from Japan than the stats you shared lead you to believe. FX rates between USD and other currencies have been comparatively stable, so less of a concern. Personally, I am sad that the economics no longer justify buying some of my favorite products from the US, and that those AI training jobs you mentioned a couple of weeks ago are paying more than more substantial jobs here in Japan.

    1. Excellent point. Yoko. Given the relative currency movements, I am surprised that the imports fro Japan are not higher. Need to think about that.

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