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. Yes, it is a major reset of the oil and gas flows – the goal is continued support to the dollar syndicate.

      1. So-is the transition to the multi-polar world no longer happening?

        I thought the announcement of the withdrawal of American troops from Germany (ostensibly in an effort to encourage Europe to be less dependent on the US Military-yeah, right), may have been another step towards multipolarity.

        1. US is shedding the obligations of Unipolar leadership – so far it is preserving the privileges.

          1. So. Based on all of the above, these are my current predictions.

            Any input from Solari subscribers would be most welcome.

            1) USD to remain as world reserve currency (for now). Propped up by the fact that almost every country on the planet is in a dollar debt trap AND owns some US debt and equities, which they don’t want to tank.

            2) However, the Petrodollar phase of USD dominance is over. The Iran war has exposed this (deliberately). Assuming everything we’re hearing from the Middle East is real (although I doubt this), when the Gulf States really needed American military protection, it was found wanting. Regardless, another half a trillion dollars has been added to the Defense budget for 2027.

            3) Stablecoins are going to be used as the next phase of USD dominance. Creating new, global demand for dollars and US debt, in the same way the Petrodollar did for five decades.

            4) America is still likely to become more of a regional player than unipolar hegemon. Cuba seems to be next on the list for annexation. Add it to Canada, Greenland and Venezuela.

            5) New Federal Reserve chairman, Kevin Warsh, to push for more money printing and lower interest rates. Asset prices (in fact, the prices of everything) to continue to balloon, based on almost nothing except continual currency debasement.

          2. On #2 – US is now the #1 source of oil and gas- with an emphasis on gas. That is supportive of the dollar that offsets some of the loss of the gulf support. On #5 Warsh talks the opposite game, so will be interesting to see what he does. Interest rates right now are headed higher.

        2. “So-is the transition to the multi-polar world no longer happening?”

          What America did very right is keep the rest of the word fighting amongst themselves and use as many proxies within the fools as they could find. Europe is one of those big fools! Corruption is so popular and of the charts worldwide, a nobody with a little power seems not shy to betray his neighbor. In essence it always comes down to CAF’s button story. The world needs a big leap on the ethical front but very few seem willing.

          Maybe, when half of the worlds population perishes due to this created debacle for the dollar syndicate, more may wake up and willing to push that red button?

  1. Thanks, Catherine.

    I wasn’t able to respond to your response, hence my new comment here. Very good points.

    So if a nation state wants to purchase (relatively expensive) American energy, they’ll need dollars to do so. Yep, I see how that partly offsets the Gulf States pricing their oil in something other than USD.

    On Warsh-my guess there is that it’s largely theater, and the usual promises and “tough talk” before someone actually starts a job in public service, and does the total opposite of that which they promised on the campaign trail.

    Isn’t he required to be dovish on monetary policy simply to keep the current game going?

    Incidentally-Warsh is married to the daughter of Ronald Lauder, of the Estee Lauder cosmetics dynasty. Lauder and Trump were apparently contemporaries at Wharton Business School in the late 1960s. Lauder’s also been one of Trump’s staunchest supporters on the annexation of Greenland-which is a rich source of minerals essential to the manufacture of his company’s products.

  2. I understand the president stayed near his wife who stayed near someone else. Based on the description of the excuse it didn’t sound unrealistic. The other thing is Trump is almost 80. 80 year olds do not move very fast. Maga status seems to be holding with the voters, see maga wave in Indiana. The “Trumpian” supporters that I know seem to want to see the same sort of “vote as a team” that we see with democrats. One article described Fetterman as a dino, made me smile. The point was there are very few “dinos” and a lot of “rinos”. Time will tell if this maga wave remains strong. I’ve wondered if the choice for a maga is considered just more preferable one than a socialist (distributionary) candidate – real fear of either losing everything or being taxed into eating dog food because food stamps will be handed to illegals.

    Interestingly, I don’t hear the older people complain much about their 401ks at work, as they seem to do that when there is inflation or low-return fear. So that must be holding. I see ag land, which should be softening, staying high. Why? Maybe that land is leveraged by farmers who need operating cash and can’t sell for less. In terms of California housing, seems to be softening, but frankly that should drop a lot more. I see the houses similar to my house, which is smaller and more of a starter home, dropping as much as 10-15%. Watch the houses with association fees, but also the houses with solar leases. Those leases are with the person not the house, so the buyers may not want to pick those up. The sellers also seem to want someone else to pay installation and loan fees for the installations made. I purposefully refused to upgrade from a swamp cooler on the roof to a solar 15-21 panels and refrigerated air. Turned out to be a great move, more mobility in transitioning to a different property. However, I am seeing houses in places like Kansas not coming down just yet. They are being held on the market at a higher level as empty houses. Very interesting. I would not leave a house empty in a blue state market. Better to take a loss and cut all ties. Another interesting point is California wants to make it so all future individual dwellings built have a permanent tax associated with it. That will make an old shack even more attractive.

    1. Solar is an incredible scam. I had a system quoted at around 75k in Nevada. This did not include a backup battery system, that would have been about 90k. You are right, there is effectively no warranty on this installation. The solar panels are manufactured in China, so you have very little hope to get any service help there. The installation company can essentially disappear within a few years (once the cash flow cycle of installation turns into negative cash flow cycle of repair), while the buyer remains on the hook for the entire thing. A subsequent installation company will be hesitant to do repairs on a system someone else put in, unless they are very well paid for it. Add to that potential home insurance claim problems if ever your roof leaks. And in NV, you are not paid for any electricity that is sent to the grid. Finally as you noted, it makes the home harder to sell because the new Buyer does not want to deal with these inevitable issues. Not even going to the disposal issue of the panels, where no one could explain how that would work.

      I looked into simple solar panels and generators, you can get a portable system for under 1k. 2-3 solar panels and a generator. Set it up in your yard and run some extension cords. Enough to run a fridge and smaller appliances. Those larger panels must be no more than 1k each, so for a 20 panel system at 75k, the bulk of the cost is paid to the installation company which are fly by night operations.

      Maybe someone has a better experience, I would rather get some brackets and extension cords and not have to deal with the overhanging liabilities.

      1. Good Day AB;
        I do hope you wander back to your comment, I would love to discuss this with you. I also wanted to try and connect with Ron and ??? ( I forgot her name). They are working manual well-pumps and Ron had the link for a company. It seems there are a few of us trying to figure this out.
        We bought one of the portable solar systems. We wanted an easy way to keep a fan running in the greenhouse and keep the fridges operating during emergencies. So this is an area we’ve been digging into and learning about. I’d love to discuss with anyone else who has been digging into this area. We live in the woods, so full on solar with the costs and the destruction they do to the ecosystem (batteries don’t break down, etc) we have been hesitant and leery, but we are evaluating everything at this juncture. So, I’d be good if anyone else also wants to to maybe open up a proton.doc that we can list what we are learning and ideas how to implement them A hand well @ 10,000 or a portable solar system for 10,000 that will run the well when needed and maybe keep a few lights? A small solar system that is powered when extra is needed by a gas generator to charge the batteries if needed to make sure the well pump, fridges, etc are working? I found some panels made in the USA – $300.00 for a 400w panel. I saw a video where an old farmer set them up on a trailer that he can move with the sun if needed. We’re pretty DIY friendly. This gentleman even had a crank so that he could angle the panels for winter sun and summer sun. My suggestion is don’t get the portable panels – they’re a waste of money. Get the system, but not the panels. 4 panels are 400-600w. These others that I have found are one panel 400w and take up less space plus have a 25 yr warranty. The portable ones only have a 10 yr warranty. If you feel like it: kozisix@proton.me We also will be able to hard-wire the portable system to our circuit box on the inside of the house. At least my husband says he pretty sure he can do it. This way we can designate which breaker get juice from generator. My husband says the panels are universal, we should be able to connect them together even if they are from different manufacturers. But again, we’re still digging and learning.

        1. Ron was talking about The Simple Pump. It is a hand pump system that fits on a drilled well. It can be used side by side with the electric pump on the drilled well. I also bought one…quite a few years ago. Before covid. It has not yet been installed. My husband always thought he could do it if an emergency arose; however, it seems like the time to install it is probably now. I was glad to read that Ron thought it worked great. My husband put quite a bit of research into it when we bought it.
          Their website now has dealers…we bought it right from the company at the time. Local dealers are a good thing because I can now take the installation off his plate and contact someone to do it!

          1. Hi Donna,
            I found Ron’s link to the simple pump. I fear our opening is too small, but have added it to the list of will this work for us? I am getting the water tested. With every step, there is another ??? For safety do we need a Birkley, and with the Birkley it’s more filters, more storage room, and on and on. Then it’s getting the water into the house, and … It’s amazing how much is involved in each thing to just have the bare necessity. I have been trying to get some information on wood generators.

          2. I have a whole house filter and a Birkley-type filter. If I was living full time in TN I would do more – likely a reverse osmosis system. Good water is invalulable.

  3. ZeeeMedia report says data centers are being classified as military operations and will be protected as national security.

    1. I just searched online and the info offered me in the USA 3000 exist and 1500 underway sooo 4500 total so far . 50 states and 4500 data centers makes no sense unless being used (as a global data hub which I read recently on a post I can not remember who to credit) . Thank you for your comment because w that kind of control I can’t see why classified as military operation. I do not consent to this security control state

  4. I bumped into another way the war is squeezing Americans. When I went to the currency exchange, they wouldn’t buy back shekels or dinars due to the war. They would however have been happy to sell me them, just not buy them back. This policy started in March and seems to be trending nationally.

  5. MMA fight to be held on White House lawn. Clown world is peaking.

    1. Good Greif this country has become a circus. The probably have a betting booth in the partially constructed ballroom😆

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