Today’s Highlights:

• Bond yields soaring around the world due to nations debt addiction, with no end insight

• Brazil now on track to elect a right-wing Zionist president, bringing nearly all of South America under Zionist control

• Trump investment fund makes huge investment in poly market “event betting” platform

Investments to watch:

• Any US corporation with a large presence in oil/gas or mining in South America (in particular, rare earths and critical minerals)

Overview:

The global financial system is once again discovering that borrowing money forever eventually makes borrowing money expensive. Sovereign bond yields are surging from Japan to Europe to the United States as governments pile new debt on top of old debt, then borrow even more money to pay the interest on the money they already borrowed. A flawless system, provided nobody ever asks how the bill gets paid.

Meanwhile, the Trump family’s 1789 Capital is reportedly putting $300 million into Polymarket, further intertwining the administration, its family business interests, crypto and the rapidly expanding prediction-market industry. This comes while suspiciously well-timed political wagers continue raising questions about whether some bettors know considerably more than the people on the other side of their trades. Apparently insider trading becomes much more innovative when you add a slick app and call it an “event contract.”

And in South America, Brazil may become the next battleground in the continent’s dramatic political realignment. A string of governments has moved toward leaders friendlier to Washington, Israel and foreign investment, potentially opening enormous oil, lithium, silver and rare-earth resources to U.S.-aligned capital. Whether this represents an organic rightward political cycle or something being intentionally engineered is the question I’m asking (and I know my answer.)

Read more

Today’s Highlights:

• New jet powered drones deployed by Russia, beating down Ukraine, as it draws even more assistance from its neighbors

• US Treasury Secretary says Hormuz will be “a worthless piece of water” in two years, confirming my previous prediction.

• Amazon sued over using algorithms to manipulate price is paid by advertisers; even as the same advertisers, manipulate price is paid by us

• US and Iran trade missile strikes again even as “cease-fire” is claimed to be holding

• As nuclear power comes roaring back due to AI, one formerly bankrupt company stands to benefit

Investments to watch:

• Cameco: Canadian energy company and one of the world’s largest uranium producers owns half of Westinghouse Electric, which will likely be the recipient of huge US federal government contracts for nuclear reactors (along with a direct government ownership stake) to power AI/data center boom

• Brookfield Asset Management: owns the other half of Westinghouse Electric

Overview:

War is apparently on a technological speedrun. Russia is now hammering Ukraine with next-generation jet-powered drones, while Iran and the U.S. continue exchanging missiles during a “cease-fire” that increasingly seems to mean war (just with better branding.) Meanwhile, Washington is openly talking about making the Strait of Hormuz strategically irrelevant by rerouting Gulf oil through pipelines—an interesting development for anyone following where those pipelines might eventually lead (more on that below.)

Back home, Amazon is being sued for allegedly using secret algorithms to make advertisers pay more—the same basic concept corporations call “innovation” when algorithms are used to squeeze more money out of us consumers! And Westinghouse, bankrupt less than a decade ago, may soon enjoy an $80 billion nuclear renaissance because AI suddenly requires enormous amounts of reliable electricity. Apparently cheap nuclear energy is environmentally acceptable again now that billionaires need it to power their data centers.

Read more

This district, called Condesa, …

Read more

Today’s Highlights:

• Trump confirmed deal to exploit Venezuela vast oil deposit at no cost to US… So who’s paying?

• Depletion of US munitions and leadership chaos is practically an invitation for US rivals to attack it

• Wise long-range planning has made China more well-stocked and shock-insulated on energy than any nation in the world

• Unions are breaking ranks with democrats to back pro data center candidates so they can keep high-paying jobs

Investments to watch:

• L3Harris: I called this out last week, then the Wall Street Journal did a feature on this company as a great potential investment a few days later – but for very different reasons than I did. On the rare occasion my conspiratorial/counter-narrative perspective happens to be aligned with the Establishment – you better take note.

Overview:

Today’s stories all point toward the same uncomfortable reality: the existing order is becoming more unstable, and it’s only a matter of time before some major opportunistic moves are made – and they may be very unexpected.

Look what’s going on. Washington shoved aside both diplomacy and democracy to take a direct economic stake in Venezuela’s enormous oil reserves, potentially turning American “national-security” power into a tool of blatant imperialist resource theft. At the same time, years of support for Ukraine followed by the Iran war have depleted some of America’s most important advanced munitions to levels officials describe as “beyond critical,” raising questions about how many additional crises Washington could realistically handle at once.

China, meanwhile, appears to have spent years preparing for exactly this environment. Beijing has accumulated an estimated 1–1.4 billion barrels of crude inventories while aggressively expanding renewables and electrification, giving it considerably greater insulation from an oil shock or maritime disruption. Back home, the same scramble for strategic advantage is reshuffling traditional political alliances: blue-collar trade unions are breaking with longtime Democratic allies and repartnerting with Republicans, just to seize the chance to capture the tsunami of money flowing into AI/data center construction – while its flowing.

The pattern I’m watching for right now is opportunistic realignment. Governments are breaking rules to scramble for resources while regional conflicts in Russia/Ukraine, Israel, and Iran threaten to boil over into wider wars – this means the rules and alliances that for generations looked permanent are suddenly looking pretty malleable when resources, security and livelihoods are on the table.

In an increasingly unstable environment, the important question may no longer be who is allied with whom? It may be who sees an opening - and who is both capable and willing to rush forward and seize it first? This is a fundamentally unstable environment that may have some big surprises in store.

Trump confirmed deal to exploit Venezuela vast oil deposit at “no cost to the US”… So who’s paying?

What’s being reported: The Trump administration has struck an extraordinary deal giving the U.S. a foothold in more than 65 billion barrels of proven Venezuelan oil reserves—roughly 20% of the country’s estimated 300 billion barrels, the largest reserves in the world. Interim President Delcy Rodríguez granted a 100-year lease to a joint U.S.-private venture that would instantly become the world’s second-largest corporate holder of proven reserves after Saudi Aramco. Washington will hold a 55% economic interest, split between equity and physical production, with priority reportedly given to replenishing the depleted Strategic Petroleum Reserve as production ramps up.

The Pentagon’s Office of Strategic Capital1 is also structuring a 35% U.S. stake in NABEP, Venezuela’s second-largest private producer after Chevron, using “penny warrants” that provide substantial equity ownership with minimal upfront capital. Washington would additionally receive preferential rights to purchase 20% of NABEP’s production at cost. In other words, the U.S. government isn’t simply reopening Venezuela to American oil companies—it is positioning itself as owner, customer and strategic beneficiary of Venezuelan production.

That may also lead to a larger story: a major U.S. government/military presence as a stakeholder in Venezuela dramatically reduces the political risk for American corporations considering similar investments there. Chevron is poised to benefit first and soonest.

What they’re not telling you: This whole “deal” is laughable because it simply proves that the US operation to oust Maduro was nothing more than government-sponsored large-scale theft of natural resources (which the US is well known for, especially in Latin America.) The current regime is the exact same regime as existed before under Maduro - just minus Maduro - and is being run by his second-in-command, Delcy Rodriguez. Despite the US narrative to bring democracy to Venezuela, both the Rodriguez regime and the Trump administration have suspended elections there indefinitely until a number of conditions are met (which will likely take years, and are intentionally vague to begin with.)

This “deal” has pissed off both Venezuelans and American oil producers. Venezuelans know they are being raided by a capitalist empire, and that Rodriguez is nothing but a US-backed puppet who - without there being any elections - has no right to give up claims to the country’s previously nationalized natural resources. American oil producers also feel ripped off, with the US government investing in foreign oil infrastructure instead of infrastructure operated in America, and owned by Americans.

Here’s the clincher that will make all this make sense – almost immediately after the coup, 200,000 barrels of Venezuela was rerouted to Israel’s Haifa refinery, for the first time since 2020. Though the US did all the heavy lifting, Israel was the first nation to get Venezuela’s oil after the coup.

Making sense who all this is for yet?

Depletion of US munitions and leadership chaos is practically an invitation for US rivals to attack it

What’s being reported: Despite the Trump administration taking an increasingly hard line against leaks concerning U.S. military readiness, analysts continue warning that American munitions inventories have fallen to dangerously low levels following years of support for Ukraine, and the more recent conflict with Iran. Sustaining those operations reportedly required Washington to draw heavily on weapons stockpiled not only at home but with allies including Japan, South Korea and Germany, moving out munitions to meet immediate operational demands.

Even with the Iran cease-fire largely holding (so far), rebuilding those inventories could take years—even with production lines running at maximum capacity. Few analysts believe China or Russia is preparing an imminent attack on the United States itself, but the concern is broader: Washington has substantially less capacity to respond simultaneously to another major military crisis. After decades of maintaining enough force to deter several adversaries at once, the US is now overwhelmed just supplying two small-scale regional wars – meaning its ability to handle the provocation of a third is practically nonexistent.

What they’re not telling you: The real danger isn’t necessarily somebody attacking America; it’s everybody simultaneously realizing that America is temporarily less capable of stopping them from doing what they want to do. Depleted weapons inventories, global overextension, recruiting and morale problems, and questionable political and military leadership have potentially created a once-in-a-generation window for rewriting regional power arrangements.

China and Taiwan, Russia and Ukraine, or Iran and Israel are the obvious flashpoints. But I’m watching the less obvious ones: allies reconsidering American security guarantees, regional powers settling long-frozen disputes, and overlooked actors realizing Washington cannot easily absorb another war.

For generations, countless conflicts remained frozen partly because everyone assumed the American “global policeman” might eventually show up. If that assumption disappears, even temporarily, expect the unexpected: because everyone understands that a window like this may not stay open for long, and the time for them to make big moves is now.

Wise long-range planning has made China more well-stocked and shock-insulated on energy than any nation in the world

What’s being reported: While U.S. strategic petroleum inventories remain near historic lows, estimates suggest China may now hold roughly 1–1.4 billion barrels in government and commercial reserves—potentially around 600 million barrels more than the United States and enough to cover roughly four months of imports. The exact figure is a state secret, but Beijing has treated energy security as a national priority for more than a decade, deliberately accumulating crude as protection against supply disruptions.

China has simultaneously attacked the problem from the demand side. Massive investments in renewable generation, electric vehicles and domestic energy infrastructure have reduced petroleum dependence in important parts of its economy, leaving more imported oil available for strategic stockpiling and making China increasingly resilient to price shocks or disruptions to maritime supply routes.

What they’re not telling you: China has spent years preparing for precisely the geopolitical environment now emerging. While the U.S. and its allies burn through weapons and energy reserves fighting conflicts across multiple theaters, Beijing has been accumulating strategic buffers and reducing vulnerabilities. That doesn’t mean an attack on Taiwan is imminent—but the balance of preparedness is moving in China’s favor, and every additional Western conflict potentially makes the window for a successful Chinese move wider.

Unions are breaking ranks with democrats to back pro data center candidates so they can keep high-paying jobs

What’s being reported: Public resistance to the massive expansion of AI data centers continues to grow over electricity costs, water consumption, noise, environmental concerns and surveillance infrastructure. But the construction boom is creating an unusual political divide: building-trade unions are beginning to back whichever candidates will keep data-center projects moving - even when that means breaking with Democrats they have traditionally supported.

With the midterms approaching, union leaders increasingly describe data-center construction as a “once-in-a-generation” opportunity for workers to reach the upper-middle class. That puts them directly at odds with communities fighting projects that they believe socialize the infrastructure and environmental costs, while concentrating the financial benefits among technology companies, utilities, developers - and the workers employed building them.

What they’re not telling you: This increasingly isn’t a left-versus-right or working-class-versus-billionaires fight. It’s a battle between people getting paid by the data-center boom, and people getting stuck with its costs.

Trillions of dollars are being funneled into AI infrastructure, and workers fortunate enough to stand underneath that waterfall understandably want their share—even if their neighbors get higher electricity bills, strained infrastructure and few permanent jobs in return. Once again, ideology proves remarkably flexible when enough money is on the table.

The Most Dangerous Man in Europe

A Hollywood scriptwriter couldn’t even have come up with a better caricature of the prototypical “menacing, evil Nazi” than Skorzeny. He was a dark-haired Austrian, powerfully built, and exceptionally tall at 6’4 (at a time when the average man was only about 5’8!)

He also bore a giant scar stretching from his chin to his ear. Always well dressed, standing tall, and even needing a monocle to read due to his injuries, “he looked in every way the very essence of a Nazi,” as an official Mossad report by his handler would later describe him.

Skorzeny was a passionate believer in the Nazi cause, and thrived as a member of the SS, eventually working his way to the rank of Obersturmbannfuhrer, or Lieutenant Colonel. But he wasn’t just an extraordinary officer; he was one of the first “commandos,” innovating many of what would later become known as “special operations” in the postwar period. In the process, he participated in or even masterminded some of the most legendary operations in WW2 history, such as:

• The daring and extraordinary rescue of Mussolini from a mountain castle in gliders (yes, you read that right; gliders, as in plane-like airframes without engines, that coasted down to a landing zone, and were used during WW2 far more than people realize)

• An attempted assassination of Stalin, Churchill and Roosevelt at the infamous Yalta Conference

• An infamous deep-behind-enemy-lines covert mission called Operation Greif, which involved German commandos impersonating American soldiers (mostly high-ranking officers) while operating among U.S. Army units, committing acts of sabotage in the process.

His bravery impressed not only Nazi leadership and Hitler himself, but even several notable Allied leaders. Winston Churchill spoke highly of Skorzeny’s courage and audacity in the glider rescue of Mussolini, describing it as “the most daring raid in World War 2” in some accounts.

Eisenhower was both infuriated by Skorzeny, and later impressed. During the Battle of the Bulge, captured German commandos from Operation Greif planted false information claiming that Skorzeny was personally leading a raid to capture or assassinate Eisenhower in Paris. The rumor forced a furious Eisenhower to spend Christmas 1944 isolated and heavily guarded in his headquarters.

After several days of forced confinement, Eisenhower angrily broke out of his isolation, declaring that he had to get out, and that he did not care if anyone tried to kill him. He then ordered an all-out manhunt to capture Skorzeny, who had not just ruined his Christmas, but humiliated him! Skorzeny himself later added insult to injury, later saying: “It was only a rumor. You can rest assured that if any attempt had in fact been made, it would have succeeded.”

His menacing personage, and ability to pull off missions that seemed impossible, earned him the moniker “the most dangerous man in Europe” among the Allies - a moniker that was allegedly first given to Skorzeny by Hitler himself.

Skorzeny’s Greatest Escape Was Legal

After the Germans lost the war and Nazis were put on trial at Nuremberg for war crimes, Skorzeny pulled off another incredible feat, this time evading conviction – not in a daring escape, but actually on a legal technicality.

The way he escaped conviction at Nuremberg was extraordinary, because the grounds for his defense was that yes, he was a Nazi indeed - but not an executioner of the Jews.

He was a soldier, and an extraordinary one; and though he had broken rules of warfare, the Allies had done plenty of the same (a damning testimony given by a a British Special Operations executive at Nuremberg had proven that Allied spies ran operations using the same tricks as in Operation Greif.)

As a result of this, Skorzeny pulled off another legendary move: he was acquitted of all war crimes, declared officially “denazified” in 1952, and allowed to resettle in Spain where he later became a successful businessman.

But for the Jews who were now pouring in to the newly-formed Israel from all over Europe, and combining efforts to not only purge the Arabs from Palestine but to seek revenge against Nazis (vengeance is a core value in Judaism) there was no such thing as “denazification.” Anyone who had ever donned the swastika and killed for Hitler - even if they never killed Jews personally - was still a target.

And while their “war of survival” against the Arab states was priority #1, hunting down Nazis and kidnapping them for trial in Israel or simply killing them was to become the life’s work of many Jews1, especially war veterans, partizans, or former Bolshevik terrorists (and believe it or not, such operations continue to this day!)

Mossad Knows Talent When It Sees It

Needless to say, Skorzeny was near the top of Israel’s hit list. But in the early 1960s, the highest priority for Israel and its spies was not revenge, but rather protecting themselves against a new and existential threat – the advanced missile technology just developed by Egypt, which put Israel directly in the crosshairs of long-range cruise missiles that they had no defenses for.

Incidentally, it was mainly German ex-Nazi scientists who had developed this technology, in exchange for both refuge in their countries, and large salaries on the Arab countries’ payrolls. Thus, these German rocket engineers immediately went straight to the top of Israel’s spies’ hit lists.

Jews make world-class spies – this is a fact that has been reported on widely, especially in European military and political reports going back centuries. Their seemingly inborn cunning and calculating strategic thinking has much to do with that (as does their tendency to be loyal to no nation, as they consider them all temporary and beneath them, their only loyalty being to the international Jewish community.)

So in Skorzeny’s case, the fledgling Mossad - which was a new organization, barely earning its stripes at the time - it was decided that it would be smarter to recruit Skorzeny rather than to kill him.

(This decision still infuriated many top Israeli officials, and some refused to ever go along with it. But the need to stop the missile program ultimately took top priority, and having Skorzeny as an asset would get them closer to that goal - so it was decided to allow this controversial operation to go forward.)

Skorzeny was such an asset precisely because he was such a legendary Nazi. His feats were inspiring, and his bravery gave him a mythic status, and Mossad knew he had tremendous clout with many former Nazis - which could eventually lead them to the German scientists developing the missile program. He was considered a hero among Nazis, even after the fall of the Reich - and that’s precisely why he was recruited2.

Getting to Skorzeny was the first challenge, as he was considered to be far too clever (and dangerous) to be approached directly – so he was actually recruited through his wife, Countess Ilse von Finckenstein.

She was of European royal stock, a wealthy socialite, and both Skorzeny and the Countess were rumored to take lovers. So she was chosen by Mossad as a target of a seduction operation. When she found out the young man she had taken as a companion was actually a Mossad agent, she agreed to set up a meeting (likely only because she knew what they wanted from her husband - if they wanted him dead, they more than likely would have killed him already.)

Skorzeny was a seasoned spy by this time, and he too knew Mossad was trying to reach him - but he initially assumed it was for assassination. However according to Mossad reports, he was not surprised when the agents confronted him; in fact, he immediately and coldly went into negotiation mode, with a list of demands!

Though the Israeli government officially refused to approve it, Mossad gave him guarantees of their protection; he was then recruited to actually pretend to be setting up a “revival of the Reich” by pulling back together many high-level former Nazis.

He hosted a number of lavish but highly secretive “reunions” in European apartments, which none suspected were actually being paid for by Israel. Through this, he was able to gain much information about the activities of dispersed Nazis, and of the German scientists who had been in the service of Egypt under assumed identities – the head of which was rocket scientist Heinz Krug.

Krug “disappeared” in 1963, and many other scientists on the project were killed or maimed, primarily by “mail bombs” that the Mossad used extensively at the time (such mail bombs killed many postal workers and random bystanders as well - not that the Israelis cared much.)

Even as a Mossad Spy, Skorzeny Never Renounced Nazism

Though it was a gambit working for the Jews (Skorzeny would certainly have known their methods, and their moral code which permits and encourages lying and the breaking of oaths, not to mention “justice killings”), it somehow paid off for Skorzeny. He managed to live through the 60s and 70s, ultimately dying in 1975 of cancer, while other former Nazis the world over had to live the rest of their lives running from Mossad assassins - and not usually getting away.

Interestingly, though he was declared “denazified” and had even been in service of the Mossad, he actually never denounced Nazism. The former commando who had worked for far longer as a Mossad spy than ever in the service of the Third Reich was even given a Nazi-style funeral, with many former SS officers present!

Among those “in the know” his legacy is still debated, as is the extent of his part in both Nazi and Mossad operations. Among the most hotly debated things amid Skorzeny lore: why he actually agreed to doing it (which he never revealed.) In my opinion, it likely has to do with the fact that he understood that the Jews had “won the war,” and he simply wanted to avoid assassination for himself and his wife in their older years.

In any case, such is one of the most remarkable stories in the decades-long war between “Germany” and “Judea” - which you will definitely never hear spoken of in mainstream “establishment” history!

What is it? They’re called “Ghost Jobs,” and this describes the huge and growing number of job listings that are for jobs that actually don’t even exist.

Why would this ever happen? Well, one selfish reason is that companies are increasingly doing the equivalent of keeping a Tinder/Hinge profile up even if they’re in a relationship...seeing what’s out there, and seeing if something better (or cheaper) comes along.

Since it costs the companies next-to-nothing to do this, many of them do it just to pile up “potentials” for the future, just in case. It’s exploitative of the millions of people out there seeking a job in earnest, and putting a ton of effort into it...

But that’s the least bad thing going on here.

There are much more serious problems being created here, for not just applicants, but for the entire economy (and those invested in it) and I explain them all in this new video, and I hope you guys enjoy it.

Also, I filmed this one in Mexico City where I’m traveling currently, just to give it a different vibe - and I’m going to be doing a lot of my videos in unique different locations I explore in the future, looking for the best place in the world to live as an “American refugee.”

If you’re one of my paid subscribers, I’ll have some cool behind-the-scenes travel content from here you guys will enjoy too, coming soon. (If not, give my subscription a shot - you get a lot of valuable benefits, for a very low price!)

Check the vid out, give me a subscribe, and if you found the video helpful, let me know in a comment - I respond to every comment of substance on my videos.

Appreciate all you guys!

-Cato

Today’s Highlights:

• Despite fresh talks, the US and Canada leap into another absurd trade war again

• States are finally stepping in to address the “Ghost Jobs” giving a far more optimistic picture of the economy than actually exists

• Trump disclosed staggering stock trading activity with over 1000 trades made in June alone

• Gold has surged back toward highs, as the US steals more money from taxpayers to buy back its own debt

Here’s a video commentary to accompany my Counter-Narrative Intel Brief #010, hope you guys enjoy some additional conversation and context! For this one, I’m in what is quickly becoming one of my favorite cities in the world - Mexico City.

It’s come a long way from being the crowded, polluted, crime-ridden city of the 90s; today it’s a vibrant, exciting city with a ton of art, culture, history, interesting architecture, and quite possibly the best food in the world

But this video isn’t about all that: we’re talking about crazy stuff today, from high-level Jewish mafia boss Howard Lutnick sabotaging US trade for profit, to Trump trading over 1,000 times a month on a market he himself moves with his bullshit Truth Social posts, to a new phenomenon in the employment market of “Ghost Jobs” that sounds bad, but is really so much worse (and I’ll have a standalone video about that coming next.)

One bright spot: gold is surging up toward its record highs again, as the whole world gets wise to the fact that the US is coming up with increasingly desperate (and even comical) ways to pay the interest it can’t afford on the debt its hopelessly addicted to.

If you have been following me since I first started yelling at you to buy gold in 2022, you’d be up about $2,600/oz on your investment - but if you’re barely thinking about buying now, I still think it has a lot of room to run (and a lot of major Wall St. banks and analysts would agree.)

Remember, I decided to do CNI Briefs free for all of August, so non-paid subscribers can get a feel for the added benefit of subscribing. Starting September, they’ll go sub-only.

Hope you guys find the value in these “behind-the-curtain” looks and interpretations and will find it worthwhile funding my continued research!

-Cato

Today’s Highlights:

• Despite fresh talks, the US and Canada leap into another absurd trade war again

• States are finally stepping in on the “ghost jobs” giving a far more optimistic picture of the economy than actually exists

• Trump disclosed staggering stock trading activity with over 1000 trades made in June alone.

• Gold has surged back toward highs, as the US steals more money from taxpayers to buy back its own debt

Investments to watch:

• Gold (explained below in story #4)

• US defense majors (ahead of potential major escalation in Iran War; see “On My Radar” section below)

Overview

Today’s stories have a strangely consistent theme: the numbers increasingly don’t mean what you think they mean (unless you’re on the “inside” and know exactly how to move.)

Start with the labor market. Millions of Americans are being told that unemployment remains relatively low and that millions of jobs are supposedly available. Yet job seekers increasingly describe a completely different reality: hundreds of applications, almost no responses, and listings that remain online for months without apparently hiring anyone.

Now states are beginning to target the phenomenon of “ghost jobs”—listings companies post without necessarily intending to fill them. Estimates cited in today’s research suggest these could represent around 20% of online job postings – or a staggering 1.5 million jobs.

Meanwhile, another number deserves scrutiny: 1,000 trades in one month.

According to recently filed financial disclosures, President Trump reported more than 1,000 securities transactions during June alone—more than 550 purchases and roughly 450 sales—including seven-figure transactions involving Berkshire Hathaway, Visa, Mastercard, Meta and Motorola.

The official defense is that Trump doesn’t personally make the investment decisions. Independent managers supposedly do that, with representatives also pointing toward automated or AI-assisted management as another layer separating the president from individual trades.

But this addresses the wrong question. The important issue isn’t simply whether Trump personally clicks “BUY.” It’s whether a sitting president can financially benefit from assets whose values may be directly affected by policies his own administration controls.

And then we arrive at the biggest number of all: $40+ trillion.

America’s enormous debt load is colliding with stubbornly high borrowing costs, federal government officials are digging up increasingly creative mechanisms for supporting the bond market. In its latest move, Treasury officials have announced using funds from the Treasury General Account to buy back government debt – but this is money directly taken from tax revenues.

Whatever technical mechanism is ultimately employed, the larger problem is becoming difficult to disguise: financing an enormous and continually growing stock of government debt becomes increasingly painful when long-term yields remain around 5%.

Gold, at least, appears to understand the message. After pulling back toward roughly $4,100 only a month ago, gold has surged back toward $4,700. There was once a time when the US government, under FDR, made it illegal for citizens to own gold (after a nationwide confiscation was implemented.) This time, the US isn’t bothering with that – meaning if you can’t do anything about dollar debasement, at least you can hedge against it with a gold investment.

1) Despite fresh talks, the US and Canada leap into another absurd trade war again

What the mainstream is saying: Despite Trump and his administration warming to Canada in recent weeks, signaling that a new trade deal would soon be reached with America’s largest trading partner again – talks were derailed over the weekend and a fresh round of punitively high 50% tariffs were announced on $20 billion of goods from Canada. Canada responded in kind with reciprocal tariffs of its own. Canada blamed Trump for the breakdown in negotiations, saying they were “attacked” and framing Trump‘s demands as unreasonable and deceptive, while the Trump admin claimed that Canada wanted to “have the benefits of being a state” without being one.

What they aren’t telling you: The key figure in the breakdown of these talks was not actually Trump, but rather US Commerce Secretary Howard Lutnick.

Lutnick has been the extraordinarily aggressive character behind most of Trump‘s wildly aggressive tariff regime in his second term. That same tariff regime keeps coming back in varying forms, despite many lawsuits, countless complaints from America’s trading partners, and even the Supreme Court saying they were constitutional and forcing hundreds of billions of dollars of tariffs to be refunded to US companies (which itself was a scam because they were chiefly paid by American consumers!)

Lutnick himself is no foreign policy genius – what he is is a global level financial criminal, and a high ranking member of the international Jewish financial mafia that has seized control of the United States. He was heavily involved with Epstein, having visited his island multiple times, lived next-door to him in Manhattan, and even bought his Manhattan townhome for a mere $10 (Epstein’s address was “9,” and the one he sold Lutnick was “11,” creating “9-11.”)

Then he was also a mysterious character in the 9-11 attacks themselves, having functioned as the head of Cantor Fitzgerald, the Wall Street investment firm that was lost more people during the 9-11 attacks than any other single company (though “lucky Lutnick” happened to be out that morning.) In the aftermath, the company received hundreds of millions of dollars in insurance premiums (most of which it then infamously withheld from its own employees.) Then, under Lutnick’s leadership, the firm then went on to be heavily involved in the financial manipulations that would later lead to the Great Recession.

In every way, Lutnick is a cancerous tumor, not just on the US economy, but the global economy - but it has become clear that he is running the show with respect to US trade policy, to the benefit of the mafia he serves, and not the American people.

2) States are finally stepping in on the “ghost jobs” that are a growing sign of a “ghost economy”

What the mainstream is reporting: Amid increasing widespread reports of jobseekers across the country applying for hundreds of positions and never getting calls back, while job postings remain actives for months or years, growing public anger has prompted lawmakers in Pennsylvania and New York to start finding companies that post jobs they never fill.

The practice, which has become called “ghost jobs,” is responsible for an estimated 20% of all US jobs posted digitally on job sites; with total US job openings hovering at around 7.5 million, that means a staggering 1.6 million could be jobs that employers have no intention of filling.

What they’re not telling you: Why would companies advertise jobs that don’t exist – turns out there are several very self-serving reasons – and none of them are good for employees.

One reason is optionality. Companies can maintain a permanent pool of applicants so that if a position eventually opens—or an unusually attractive candidate appears—they already have hundreds of résumés waiting. It is essentially corporate window-shopping: We’re not hiring, but we’d like to see what’s out there just in case we see something we like. In this case, of course, the “product” is human beings and their livelihoods.

Another incentive is data. Every application produces a remarkably detailed packet of information: employment history, education, skills, location, salary expectations and sometimes demographic information. In an economy obsessed with feeding ever-larger datasets into algorithms and AI systems, applicant information has obvious potential value.

But the chief consumers of this data are typically not the hiring companies themselves – rather, they are those functioning as job marketplaces (the chief offender here is LinkedIn, but there are many others.) They can take the tens of millions of resumes that are uploaded and feed them into not only large scale AI model models based both in the US and abroad, but that personal data can then be harvested by government intelligence agencies seeking to create personality profiles of everyone in the country (in particular as predictive behavior modeling becomes more of a tool used by large corporations, intelligence agencies, and law-enforcement.)

Lastly is the oldest trick in corporate America: looking healthier than you actually are, to be seen as more valuable than you actually are.

A startup with dozens of open positions looks like a startup that’s expanding. A company advertising for engineers, executives and AI specialists appears successful enough to need them. That image can reassure employees, impress potential investors and create the impression that growth is right around the corner—even when nobody is actually being hired.

The larger problem is what this does to economic reality - if millions of listings are actually advertisements, résumé-collection mechanisms, speculative talent pools, or just corporate theater to prop up imaginary value, the number of job openings becomes much less informative - and the “ghost jobs” phenomenon really becomes a “ghost economy” phenomenon.

3) Trump disclosed staggering stock trading activity with over 1000 trades made in June alone.

What the mainstream is reporting: Trump recently released his trading disclosures showing that in June of 2026, the president personally made over 1000 stock trades, including over 550 purchases and 450 sales. The largest were purchases of at least $1 million worth of Berkshire Hathaway, Visa, and MasterCard, while the largest sales were over $1 million worth of Meta and Motorola.

Despite the staggering amount of trading activity, a White House spokesman said “neither President Trump, nor any member of his family has any ability to direct, influence, or provide input regarding how the portfolio is invested, or when investments are bought or sold. All investment decisions are made entirely by independent managers.” To create yet another layer of insulation from accountability, Trump spokespeople have also claimed that it is not independent managers, but rather AI that makes the trades - and that this was being done specifically to address concerns about conflict of interest.

What they’re not telling you: Last year, the president’s own accounts revealed over 21,000 financial trades of various types last year alone, from which he profited over $2 billion (largely from his so-called investments in crypto ventures - which were really a wealth harvesting from his fanatical supporters, whose meme coin investments dropped to zero while the president made a fortune.)

As blatantly corrupt as this is, it is comical that Trump’s spokespeople are using the illusion of Trump and his family being completely uninvolved with any trading activity as though that is supposed to be reassuring. Not being involved actively in trading does not mean “not benefiting actively from trading,” and the president’s $2 billion profit in a single year makes that abundantly clear.

Looking deeper, considering that the Trump family is clearly now a branch of the international Judeomasonic mafia (a connection that was probably made official through Jared Kushner’s marriage to Ivanka Trump, though the ground was laid decades earlier.) As a result, we can see patterns of the exact same kind of corruption taking place among related operatives, such as the rest of the Kushner family, the Lutnick family, Steve Witkoff, new Fed Chair Kevin Warsh, and many others.

What we are witnessing is the greatest heist against the US government ever perpetrated in history. And as blatant as it is, the most frustrating aspect of it is that that even with this happening, Trump maintains a fanatically loyal 35% of the republican party base which won’t budge, no matter how blatantly corrupt Trump and his family become, or how much they run the United States and it’s economy into the ground.

4) Gold has surged back toward highs, as the US prints more money to buy back its own debt

What the mainstream is reporting: The US is having to become increasingly creative in order to support the dollar, especially as Treasury bond yields have gone stubbornly past the 5% mark, which is major cause for alarm. Most recently, two senior Treasury officials said in interviews that the Treasury could use it’s near $1 trillion “Treasury General Account” in order to buy back the government’s own debt in order to keep bond yields down, and therefore to hold down the US government’s borrowing costs.

(Interestingly, leading up to this bold move, Trump’s Treasury Secretary Scott Bessent nearly doubled the Treasury’s General Account to $950 billion where it sits currently (compared with around $550 billion that it had during the Biden administration.)

What they’re not telling you: This is increasingly obvious to anyone with even a slide amount of economic literacy (though I fear most of the American population has virtually zero economic literacy) - but this is simply a case of the US government borrowing too much money and being unable to afford the interest payments on that debt, and printing (or stealing) more money to pay for it.

In order to keep the American population - and more importantly, the global governments and banks that hold the vast majority of the world dollars, from realizing that they are being duped - the US federal government is having to come up with creative ways to make this less obvious. In this case, the US Treasury, which operates directly under the authority of the US government and President Trump, operates a large “war chest” of money it can access in order to support the US is monetary policy goals in its so-called “General Account.”

But this money actually comes from tax revenues. So what we are seeing here is simply “monetization of debt” - another way of saying that money is being reallocated or simply printed, in order to pay the interest on money that was printed before.

Because most of the world is less easy to dupe than Americans are (especially global central banks), large scale gold purchases have recently ramped up, as it becomes more obvious that the dollar is being rapidly debased by the US government which has sent Gold surging from around $4100/oz where it sat only 30 days ago, to nearly $4700/oz where it sits today.

I have long recommended gold to my subscribers for this reason - because the US has absolutely no choice but to monetize ever more of its constantly growing debt, which means a continuously debating US currency, and an increasing price for gold. Many major financial institutions at the beginning of this year forecasted gold rising to around $6000/oz by the end of 2026 - and though the price has been jittery, mainly due to the economic shock of the Iran war, the fundamentals for that price, or higher, are still present.

On My Radar

• Gold and the 5% yield line. This remains the clearest macro signal I’m watching. If long-duration Treasury yields remain above roughly 5% while gold continues making new highs, its tells us the market believes sovereign debt stress is becoming structural rather than temporary. If policymakers respond with increasingly aggressive liquidity or debt-management measures – and they really have no other choice - my prediction of gold at the $6,000/oz level by year-end looks solid (if not higher!)

• A major escalation in the Iran War: As I wrote in this previous brief, due to Trump’s heavy entanglement with Israel and the large number of international Jewish mafia operatives in the Trump administration: despite Trump wanting to pull out of the Iran war, he will not be allowed to. As a result, his only other option will be to plunge into it deeply, in order to garner political support as midterms approach. The best way to do this will be positioning the US as a “victim” which means either a false flag attack, or a military operation gone wrong, with US forces taking hundreds of casualties and calling for “justice” or “revenge.” This will likely take place in the coming weeks, 45-60 days before midterms.

What do you guys think of the possibility of escalation of the Iran War, especially now that the US just moved another carrier group away from China and toward the Middle East?

Today’s Highlights:

• Public backlash against data centers is making politicians scramble to change course ahead of elections

• There has been more startup capital invested in California than the rest of the U.S. combined in 2026 - and yes, it’s all on AI

• SpaceX has racked up some big wins in Washington, and (like I predicted) they are defense-related

• The Israel lobby’s new demands for the U.S./Israel military-industrial merger just dropped – and they’re worse than expected

Investments to watch:

• Gold! As inflation mounts and the Fed signals a retreat, basically showing that it’s disregarding inflation and instead going to keep the economy (well, a tiny sliver of it) roaring, much of the world is now preparing for a high-inflation future by stockpiling gold. (Interestingly, the U.S. is stockpiling gold too – not by buying it, however, but by stealing it! Two months after the U.S. kidnapped a sitting president and his wife, putting his second-in-command into power as a CIA/corporate puppet, the U.S. Interior Secretary Doug Burgum flew to Caracas with twenty oil and mining companies, and returned to the U.S. with $100 million in gold. Now Rodríguez’s puppet government, with U.S. support of course, is seeking the release of another 31 tons of Venezuelan gold - worth roughly $4.63 billion - which has been held by the Bank of England since 2018. Under the proposal for “earthquake reconstruction,” the gold would be sent from London to be placed in U.S. Treasury-controlled accounts, and spent only on Treasury-approved contracts!)

• Future IPO-watch: CA based defense manufacturer Hadrian Defense, and live auction streaming app WhatNot.

Overview:

Today’s stories are basically three different views of the same extraordinary phenomenon: America is going all-in on AI, and the amount of money and infrastructure being thrown at it is becoming almost difficult to comprehend.

Start with California. Companies there have reportedly attracted an astonishing $370 billion in venture capital since the beginning of 2026—more than three times what the other 49 states combined received. More remarkably, over half of that money went to just two companies: OpenAI and Anthropic. We’re watching one of the greatest concentrations of investment capital in history, creating thousands of new millionaires, blowing up real-estate prices and pushing California tax receipts tens of billions above projections. Meanwhile, everyone outside the AI economy is increasingly asking a pretty reasonable question: what about us?

That resentment is now becoming political. Data centers are consuming enormous amounts of electricity, pushing up local costs and threatening jobs through automation, and politicians can read polls just like everyone else. Texas alone has reportedly halted plans for nearly 1,800 proposed data centers, despite Governor Greg Abbott proclaiming only last year that Texas would become the epicenter of AI development.

But here’s the contradiction I’m watching: while politicians facing voters are beginning to retreat from AI, Washington is accelerating straight into it.

Trump remains perhaps the industry’s biggest political cheerleader, while SpaceX is increasingly becoming intertwined with the military side of the buildout through Golden Dome and other defense contracts. The bigger picture, in my view, isn’t really about better chatbots at all. We’re simultaneously building enormous concentrations of computing power, data centers, satellite networks, cameras, drones and AI-enabled military and surveillance systems.

And here’s the problem for politicians suddenly discovering that opposing it might win votes: there is now an almost unimaginable amount of money riding on making sure this buildout continues.

We’ll see whether democracy—or $370 billion—has the stronger lobby come this November.

1) Public backlash against data centers is making politicians scramble to change course ahead of elections

What the mainstream is saying: Nationwide, Democrats are increasingly using the data-center issue to attack Republicans as representatives of big-money interests that are not only raising costs (of everything) but putting Americans out of work. While not all Republicans have supported the AI and data-center onslaught - and plenty of Democrats have supported it as well - opposition is becoming a major theme nationwide among Democratic upstarts challenging Trump-aligned Republicans.

One clear example of this: Texas Governor Greg Abbott, who boldly proclaimed last year that Texas would become the epicenter of AI development, but this year has dramatically reversed course, halting plans for nearly 1,800 proposed data centers across the state. (Currently Texas has over 500, the most of any state besides Virginia.)

Most importantly, the issue is putting many Republicans facing reelection directly at odds with Trump, who has become perhaps the most vocal champion of AI and Big Tech interests in the country – in fact, Trump goes so far with this he has become a pitchman for the industry, regularly touting that the dominant companies are American and boasting about their stock-market performance.

What they’re not telling you: This is a huge problem for Republicans, because Trump commands a durable, cult-like degree of loyalty from the Republican base, and has repeatedly demonstrated an almost miraculous ability to sell his voters on virtually any narrative. Candidates therefore face an uncomfortable choice: align with Trump at all costs and ride his coattails, or break with him on AI and data centers to protect themselves locally while risking the vengeance of Trump that has historically been career-ending for Republican challengers.

My prediction is that the issue may sway some state and local elections, but Trump fanaticism within the Republican Party will ultimately prove dominant. Candidates who significantly break with him will probably pay a price, in both Trump’s vicious criticism, and defunding from Zionist billionaires that funded both Trump and his allies (the Massie loss in Kentucky is instructive here.)

Something bigger is happening here – and it isn’t just Trump’s cult of personality. The enormous AI infrastructure buildout Trump is pushing isn’t simply about chatbot performance, corporate productivity, or even economic growth. It is laying the technological foundation for a much broader surveillance and control infrastructure that will be controlled by the international Zionist mafia (in fact, virtually every AI now blatantly pushes a Zionist agenda on many issues, as has been demonstrated by many people on social media.)

If I’m right about that, the powerful political and financial interests behind the AI buildout have an enormous incentive to prevent local opposition from gaining momentum, and despite what might be happening at state-level elections, they aren’t going to let this derail them. Look for a tsunami of funding against candidates opposing AI/data centers, and scandals to follow those who win in spite of that in the coming years.

2) There has been more startup capital invested in California then the rest of the US combined in 2026 (and yes, it’s all on AI)

What the mainstream is saying: California-based companies alone have drawn $370 billion in venture capital since the beginning of 2026, more than three times the amount of venture funding that has gone into the other 49 states combined. This onslaught of funding is remarkable not only because it is so concentrated, but because it comes despite a major push for a “billionaire tax” in the state that tech titans have already spent billions of dollars campaigning against.

The tsunami of money has caused home prices in specific areas to skyrocket, minted thousands of new millionaires virtually overnight, and pushed state income-tax revenues far above forecasts—$20 billion above forecast in 2025 alone, a number that will likely be dwarfed by the end of this year. Perhaps most shocking of all, more than half of this funding was allocated to just two companies: OpenAI and Anthropic. Some other companies to watch include defense-manufacturing startup Adrian Automation, as well as live-commerce platform Whatnot.

Many financial analysts are pointing out that this is by far the largest concentration of capital ever allocated to a single industry in history, not merely in total dollars but by percentage.

What they’re not telling you: This poignantly illustrates the massive bifurcation between the AI/tech economy and everyone else, but it also demonstrates the “misallocation of capital” effect that occurs whenever there is a large-scale bubble in the economy. The main problem isn’t simply that so much money is going to such a tiny group of companies and individuals; the bigger problem is that it’s not going anywhere else.

Investors with capital to deploy are increasingly ignoring other good ideas, good companies, and good entrepreneurs across other industries because everyone is chasing the spectacular gains associated with AI. This draws investment away from other critical developments the country could benefit from, which is contributing to the mounting anger toward the AI industry across the country.

The most threatening possibility here is that this extraordinary concentration of capital plainly suggests AI may be a massive bubble—and if it bursts, the consequences could extend far beyond Silicon Valley because investors from around the world are participating in it. The longer the boom continues, however, the larger the potential consequences if expectations eventually collide with reality.

I also believe this needs to be viewed alongside the rapid buildout of AI-powered data centers, domestic law-enforcement capabilities, license-plate-camera networks, and surveillance drones. Whether these developments are actually part of a coordinated strategy is another question, but taken together they are an extraordinarily powerful technological infrastructure for monitoring and controlling populations.

It is also worth noting that some of the world’s wealthiest technology billionaires have spent the last several years acquiring remote properties, second residences, and elaborate security arrangements. In the context of today’s extraordinary concentration of capital and increasingly stretched AI valuations, I would say they obviously know something we don’t (and are racing to build it out anyway.)

3) SpaceX has racked up some big wins in Washington, and (like I predicted) they are defense related

What the mainstream is reporting: SpaceX, which just experienced the largest IPO in U.S. stock-market history, is racking up defense-related contracts, particularly in support of President Trump’s “Golden Dome” space-dominance project. SpaceX has become the go-to contractor for launching large payloads into orbit, and Golden Dome—which would use thousands of military satellites to track space-based activity and potential threats around the world—could ultimately be worth tens of billions of dollars, with SpaceX positioned to receive a significant portion of that funding.

People focusing on the surface level are talking about SpaceX’s recent contract wins and projecting additional contracts in the future. What I’m looking ahead to is something much bigger: SpaceX is building out the future infrastructure for military communications, surveillance, and command-and-control using its enormous space network. Those services could eventually be leased not only to the U.S. defense establishment, but also to America’s allies around the world.

What they’re not telling you: I’ve explained this in much greater detail in another video, but what SpaceX is building could become the equivalent of the railroads in the late 1800s—except this infrastructure is concentrated in space and increasingly intertwined with global surveillance and warfare. In my view, those capabilities fit into a much broader effort by powerful national-security interests to construct an increasingly integrated global surveillance and military infrastructure.

With that agenda in mind, SpaceX could conceivably become the most valuable company in the world, and increasing international tensions—or outright war—would only make its infrastructure more strategically valuable.

We got an early glimpse of this during the Russia-Ukraine war, when Starlink became enormously important for battlefield communications and demonstrated something much bigger than the value of satellite internet itself: whoever controls the communications infrastructure can acquire extraordinary leverage over the people fighting the war.

4) The Israel lobby’s new demands for the U.S./Israel military-industrial merger just dropped – and they’re worse than expected

According to a recently released proposal by the Jewish Institute of National Security for America (yes, that actually exists) new list of demands for the U.S./Israel Military-Industrial merger now includes:

• $40B from US taxpayers over the next 10 years (as a base)

• That the US establish a “permanent” military presence and CENTCOM operational headquarters in Israel

• Israel would formally be included in Trump’s “Golden Dome” project to militarize space

• A Merger of not only the military/industrial complex of both countries, but of the supply chains for raw materials for the products manufactured by it

• A new US-Israel Mutual Defense Treaty (to “honor the memory” of Lindsey Graham)

• A new version of NATO where the US organizes/arms Arab states in defense of Israel

What will the U.S. get in return? You already know: never-ending involvement in Israel-provoked Middle Eastern wars, and the privilege of picking up the check.

Given the nearly unbroken record of the Israel lobby’s success getting what it wants in the United States, I’m going to have to assume they will get all this too (and that it will only be the beginning.)

What do you think; will the 2026 NDAA that outlines the merger between the U.S. and Israeli military-industrial complexes pass? If so, how bad will it get?

Today’s Highlights:

• Iran attacks ships, and US response is absent; Gulf allies have no idea what’s going on

• Meta Poised to take Another Legal Pounding in California Over Harm to Children

• Treasury Yields Have Risen to their Highest Level since 2007…Repeat of the Great Recession, Anyone?

• Destroying Books is a Threat To Civilization (Unless AI Companies Are Doing It)

• American Nuclear Mini and Micro Reactors Are on the Rise

• Walters’ Sports Empire Under Attack as Zionist Vultures Circle

Here’s a video commentary to accompany my Counter-Narrative Intel Brief #008, hope you guys enjoy some additional conversation and context!

Today, I focused exclusively on this story about how Iran has done more attacks on ships crossing Hormuz so far in August than it has in any other month in the war - and the US is basically doing nothing about it.

The “crickets” from the US is forcing its traditional Gulf allies to make some tough choices going forward. But what’s not a tough decision is whether ships traversing Hormuz should work with Iran and take their route, or with the US and take theirs - according to the Wall Street Journal, in August, 253 out of 255 ships took the Iran route! This means that for the real people taking real ships through Hormuz, Iran is the uncontested winner. Nobody wants to take the US route because they know Iran will retaliate, and the US won’t protect them.

This is extraordinary - but is it really as simple as “the US got their asses kicked and they’re doing all they can to hide it from the world?” I’m really not so sure.

The US, and its masters in Israel, ALWAYS use deception, manipulation, and misdirection in achieving their goals - and here I laid out what could be a plan for one of Israel’s most ambitious plans yet, and why the US might be helping them build it.

Briefs will go out daily; these videos I’ll try to do daily as well, but these are more challenging due to logistics and connectivity limitations while traveling. I’ll do as many as I can, and see if you guys like them!

Also, I decided to do CNI Briefs free for all of August, so non-paid subscribers can get a feel for the added benefit of subscribing. Starting September, they’ll go sub-only.

Hope you guys find the value in these “behind-the-curtain” looks and interpretations and will find it worthwhile funding my continued research!

-Cato

NOTE: These intel reports are for paid members, but will be FREE for all of August as a preview to all my subscribers.

Today’s Highlights:

• Iran attacks ships, and US response is absent; Gulf allies have no idea what’s going on

• Meta Poised to take Another Legal Pounding in California Over Harm to Children

• Treasury Yields Have Risen to their Highest Level since 2007…Repeat of the Great Recession, Anyone?

• Destroying Books is a Threat To Civilization (Unless AI Companies Are Doing It)

• American Nuclear Mini and Micro Reactors Are on the Rise

• Walters’ Sports Empire Under Attack as Zionist Vultures Circle

Investments to watch:

• L3 Harris (potential short term buying opportunity!): The stock of the US’s sixth-largest defense contractor fell 5% on Monday, which is thought to be because of the sudden firing of its high-performing CEO due to sex abuse allegations. (Interestingly, he lost his previous post for similar allegations a decade earlier - but L3 Harris hired him anyway. This shows that they are not opposed to hiring people with shady past - they just don’t like when it makes their company look bad. (My guess: they will find someone just as shady and recover, creating a great opportunity to buy the dip of a major contractor aligned with the New World order agenda, and which stands to benefit from Trump’s proposed massive surge of money into increased defense spending.)

• American nuclear mini-reactor companies driven by AI/data center demand: such as Oklo, NuScale Power, BWX Technlogies, Centrus Energy, GE Vernova, Canoco, and Helion Energy.

Overview:

There are a few different storylines running today, but the theme jumps out at me is that the narratives we’ve been brainwashed with for decades are now suddenly changing radically - and this is having a re-ordering effect on the whole world.

Start with the Strait of Hormuz. We’re approaching six months of war, and there have now reportedly been 70 attacks on commercial vessels and 24 civilian sailors killed; August alone accounts for roughly 20% of all shipping attacks during the entire conflict. But amid all this, the United States still seems stuck somewhere between escalating the war and pretending it can negotiate its way out of it, while every nation with ships actually traversing the strait is letting Iran set the terms.

That’s not hyperbole; an astonishing 253 of 255 ships crossing the Strait this month chose the Iranian-administered route instead of the U.S.-backed alternative hugging Oman’s coastline. That’s not some think-tank opinion poll—that’s real people with ships, cargo and millions of dollars on the line voting with their rudders to side with Iran over the U.S. It’s truly astonishing.

Back home, things aren’t exactly looking more stable. The 30-year Treasury yield has broken 5.3% for the first time since 2007, while stocks remain near record highs and everyone continues partying like borrowing costs don’t eventually matter. The last time this happened? The year before the Global Financial Crisis.

At the same time, Meta is facing thousands of lawsuits over what its own internal documents reportedly described as “exploiting weaknesses in human psychology,” particularly among children. And now, they’re paying for it.

Then there are two AI stories that almost perfectly capture our strange moment in history. AI companies are reportedly buying, digitizing and sometimes destroying physical books to feed their models—while at the same time, the Wall Street Journal warns us about Russian “bibliocide” in Ukraine! Apparently destroying books is a threat to civilization - unless there’s a sufficiently exciting business model attached to it that will “create shareholder value.”

And finally, AI’s almost comical appetite for electricity is helping resurrect something America spent decades pushing aside: nuclear power. Small modular reactors producing roughly 70–330 megawatts, and even tiny 1–20 MW microreactors, are suddenly interesting again, because somebody has to keep all those data centers running.

Funny how quickly yesterday’s completely unacceptable technologies or practices become today’s “strategic necessities” (as long as they are linked to the priorities of the U.S. deep state cabal, of course!)

1) While Iran attacks ships, US response is absent; Gulf allies have no idea what’s going on

Despite there being no meaningful progress toward either escalating the war with Iran or bringing it to an end, the attacks on commercial shipping are accelerating. August alone accounts for roughly 20% of all attacks on shipping during the entire war, which is now approaching the six-month mark. The UAE says Iran has struck seven of its vessels this month alone.

Trump’s response has been to ratchet up economic pressure on Tehran - but there has been no corresponding U.S. military response. That leaves America’s Gulf allies in an increasingly uncomfortable position: Iran is targeting them largely because of their alignment with Washington, yet Washington appears unwilling to respond militarily on their behalf. At some point, they’re going to start asking whether that alliance is worth the price (and I would imagine they have already been quietly doing that for months, at least.)

So far, there have reportedly been 70 attacks on commercial vessels transiting the Strait of Hormuz, killing 24 civilian sailors. But here’s the detail that really jumped out at me: commercial shipping is overwhelmingly rejecting the U.S.-backed route along the Omani coast and instead using the northern route administered by Iran.

In August alone, an astonishing 253 out of 255 ship crossings chose the Iranian-administered route rather than the U.S.-backed alternative—even with the continuing danger of attack!

That’s a remarkable vote of confidence from people who actually have ships, cargo, crews, and millions of dollars on the line - and that vote is not on the U.S., but on Iran!

2) Meta Poised to take Another Legal Pounding in California Over Harm to Children

Meta, which owns Facebook and Instagram, has been under fire over the last year, with cases mounting against it nationwide for allegedly causing mass-scale harm to children through the intentionally addictive attributes of its apps. In particular, teen girls were known to be suffering increasingly severe psychological harm as a result of many features of Meta’s apps, which internal executives knew about but permitted - and even encouraged - because those same features were good for engagement.

Overall, there are thousands of similar cases being brought against Meta simultaneously, including lawsuits from more than 40 state attorneys general, school districts, and individual social media users, largely based on the same legal premises. Yes, you read that right: thousands.

Meta know this was happening, too. One of its internal documents actually said verbatim that its products “exploit weaknesses in the human psychology.” It was also well known internally that these weaknesses were particularly pronounced in child users, turning them into social media addicts.

Several other cases have already taken place. Some were settled, some were dropped; but Meta lost two notable cases that set important precedents. One involved an unnamed minor user in Los Angeles who won $6 million. But the major case just took place in New Mexico, where a judge ordered Meta to create a staggering $567 billion abatement fund and also place hard limits on the amount of time young people could spend on its apps, particularly during school hours.

The new case is anticipated to be much bigger; if Meta loses, it could conceivably threaten the company itself. (Look for Wall Street to place big shorts on Meta depending how the case goes.)

3) Treasury Yields Have Risen to their Highest Level since 2007…Repeat of the Great Recession, Anyone?

What the mainstream is saying: A global sell-off in bonds is driving up borrowing costs for governments, businesses, and families across the developed world, as investors appear to be be worried about continued inflation risks. Other contributing factors include the ongoing U.S.-Iran conflict (which now has no end in sight) along with a deluge of high-yield tech-company bonds as AI hyperscalers continue feeding their seemingly bottomless need for cash to build out data-center infrastructure. \

Yields on government bonds rise as their prices fall, and they have reached multi-year highs in just the last few days, with the 30-year U.S. Treasury bond topping 5.3% for the first time since 2007. The 10-year Treasury, which is considered the premier benchmark for overall borrowing costs throughout the economy, has also approached a new high.

What they’re not telling you: Dumping of bonds is not a good sign, but the real reason is probably a large-scale shift of wealth out of bonds and into the still-surging stock market, as return-hungry investors accept that inflation is high - but the stock market is higher.

What’s been happening is that - though it defies belief - currently, stock prices remain near record highs and corporate earnings appear very strong, so none of the economic consequences of higher borrowing costs seem to have hit the stock market...yet.

Generally, it is widely understood that higher borrowing costs mean the same companies currently raking in cash will eventually have to pay higher rates on future loans they take. In addition, the companies themselves are giving high yields on their own bonds to fund even more AI; this is appealing to investors, but that high interest will have to be paid sooner or later.

In addition, higher borrowing costs for businesses will leave consumers with less disposable income to buy the products those businesses make, which is also bound to have a slowing effect on the economy.

The U.S. federal government is likely the biggest loser here. Already buried under more than $40 trillion in national debt, its borrowing costs will only climb as yields rise—and that debt is still surging upward because Washington continues running massive deficits, especially under the Trump administration, and relatively small increases in Treasury yields can translate into enormous additional interest costs as federal debt rolls over at higher rates.

Right now, there is such a frenzy in the stock market that nobody seems to know when that slowdown will arrive - or care. Everyone is simply riding the wave for as long as it lasts - but if you were around in 2007, you’ve heard that before.

(Not helping the situation is Kevin Warsh, Trump’s new pick for Federal Reserve chairman, who has so far taken a largely “hands-off” approach to managing the economy, projecting little leadership or direction and even moving to scale back much of the Fed’s current involvement in monetary policy. But as I’ve written about previously, he is directly connected by marriage to the international Zionist mafia - his father-in-law is billionaire Robert Lauder, the head of the World Jewish Congress! So something is fishy here…and we’ll find out what before long.)

4) Destroying Books is a Threat To Civilization (Unless AI Companies Are Doing It)

What the mainstream is saying: An editorial in The Wall Street Journal today discusses the concept of “bibliocide”—attacks on the written word—describing it as a common tactic of totalitarian regimes and terrorist organizations, and pointing the finger at Russia over its war in Ukraine. Comparing Russia to regimes such as the Nazis, the Khmer Rouge in Cambodia, and ISIS, the article attempts to bolster support for Ukraine and invoke fear of a Russian regime using terror to erase or rewrite history.

What prompted the editorial: a series of Russian drone and missile attacks on Ukraine’s publishing industry, particularly one major strike against the logistics and distribution center of a large publisher that caused a fire that reportedly burned 8 million books.

What they’re not telling you: It is ironic—and darkly humorous to me—that a major mainstream outlet like The Wall Street Journal is publishing this kind of war propaganda, using the idea of “protecting books” to rally support for Ukraine, while there is a quiet and sinister attack on physical books happening right here in our own country - which supposedly prides itself on being “democratic!”

If you aren’t up to speed on this: while it’s been receiving relatively little mainstream attention, independent journalists and concerned booksellers have publicized the large-scale efforts of AI companies to acquire rare and physical books from across the country to feed into their AI models, scanning them for digitization and destroying the physical copies afterward. Evidently, that’s acceptable “because capitalism” - but hitting a book distribution center during an active war is evidence of “totalitarian bibliocide!”

It’s a convenient example of how narrative and spin work in the United States—and how simple lying by omission can be one of the establishment’s most effective tools.

5) American Nuclear Mini and Micro Reactors on the Rise

What the mainstream is saying: AI is fueling renewed interest in nuclear power in the U.S., particularly in building SMRs, or small modular reactors. Long hamstrung by green-energy initiatives that have been pushed heavily over the last couple of decades, nuclear power is seeing a major resurgence as AI creates a massive new demand for electricity in the commercial sector. That, in turn, is driving new interest in developing smaller, commercially available nuclear reactors that could be used to power data centers.

Typical nuclear reactors in the U.S. are massive public utility facilities; the country currently has 94 operating reactors, which provide about 20% of the nation’s electricity. Small modular reactors would instead be factory-built in sections, transported, and assembled on-site, reducing both construction times and costs. While data centers are fueling much of the current interest in developing them, SMRs could also be incorporated into the traditional electrical grid.

Interestingly, there are also microreactors, which could be deployed wherever power is needed and used by the military, communities recovering from natural disasters, or, of course, data centers. Microreactors typically generate only about 1–20 megawatts, compared with roughly 70–330 megawatts for SMRs.

6) Walters’ Sports Empire Under Attack as Zionist Vultures Circle

What the mainstream is saying: I’ve noticed that much more in the mainstream media is being reported about federal probes into the business empire of Mark Walters, who recently sold the Lakers sports franchise for $12.5 billion after reportedly having business troubles due to the investigations.

What they’re not telling you: The pressure on Walters is convenient; the pressure is coming from Trump’s DOJ and is a blatant example of selective enforcement (because Wall Street is guilty of way worse than what Walters’ company was allegedly doing.) The result? The Lakers were suddenly sold to a team led by two Zionist Jews, one of whom is directly related to Trump himself (Joshua Kushner, the younger brother of Trump’s son-in-law, Jared Kushner, who himself has an extremely shady past, like his father did before him.)

Walters also owns the Dodgers, and it is evident that wealthy Jewish zionists are on a campaign to take over American sports just like they have long controlled the press and entertainment media, so they the Dodgers will likely go next. My prediction is that this is partially motivated by wanting to control the narratives in all “goyslop” entertainment, but also probably to benefit from sports betting in the U.S. which is dramatically on the rise.

What do you think of the fact that over 99% of the ships currently traversing the Strait of Hormuz are playing along with Iran and saying “no thanks” to the (supposedly) U.S.-protected route?

Today’s Highlights:

• China Has Quietly Become Iran’s Economic Lifeline

• A Worn-Out U.S. Navy Sends a Message Far Beyond Washington

• The Sudden Sale of the Lakers is a Jewish mafia operation, using Trump to Apply Pressure.

• I Told You So: The “Ballroom” is Now a Military Base Costing $1B+ (at least)

• Mexico’s “Fake News” Debate is Really a Zio President Muzzling Opposition

• Central Banks Are Solving Yesterday’s Crisis by Building Tomorrow’s

Here’s a video commentary to accompany my Counter-Narrative Intel Brief #007, hope you guys enjoy some additional conversation and context. Briefs will go out daily; these videos I’ll try to do daily as well, but these are more challenging due to logistics and connectivity limitations while traveling. I’ll do as many as I can, and see if you guys like them!

Also, I decided to do CNI Briefs free for all of August, so non-paid subscribers can get a feel for the added benefit of subscribing. Starting September they’ll go sub-only.

Hope you guys find the value in these “behind-the-curtain” looks and interpretations and will find it worthwhile funding my continued research!

-Cato

These intel reports are for paid members, but will be FREE for all of August as a preview to all my subscribers.

Today’s Highlights:

• China Has Quietly Become Iran’s Economic Lifeline

• A Worn-Out U.S. Navy Sends a Message Far Beyond Washington

• The Sudden Sale of the Lakers is a Jewish mafia operation, using Trump to Apply Pressure.

• I Told You So: The “Ballroom” is Now a Military Base Costing $1B+ (at least)

• Mexico’s “Fake News” Debate is Really a Zio President Muzzling Opposition

• Central Banks Are Solving Yesterday’s Crisis by Building Tomorrow’s

Investments to watch:

• American defense majors (Lockheed Martin, Boeing, Northrop Grumman, Raytheon, et al) who will benefit from a huge surge of incoming defense spending that will need to happen to replenish severely depleted U.S. munitions stocks

• Sports betting and prediction market platforms, which are surging in popularity as investors becoming increasingly risky with their money (and as more Trump-connected Jews dominate these markets)

• NOT U.S. Treasuries, because as you’ll read, the supposed high demand for these is fake, keeping rates low (because inflation is much higher than reported and everyone knows it.)

Overview:

The biggest stories in the mainstream are always the same kind of thing: who fired the latest drone or missile attack, who surged ahead in political polling for one reason or another, or what was said in the latest press conference or “Truth Social” post (which is still so comically absurd to me.)

But those are, as usual, all distractions. The biggest stories taking place are all behind the news, and have a similar trend – great powers, which today include not just nations but multinational banks and corporations – all scrambling to seize and hold power as the old participation-based “democratic” U.S.-led world order crumbles.

Today’s stories all point in that direction. China continues buying sanctioned Iranian oil through a sprawling network of private refiners and shell companies while officially pretending it has nothing to do with it. The U.S. military is dealing with embarrassing reports about exhausted sailors and depleted readiness after months of sustained operations. Mexico is floating a “fake news” initiative that critics say would give the government broad new authority over speech. And central banks continue inventing increasingly creative ways to keep debt markets functioning without admitting that’s what they’re doing.

Different economies. Different governments (and increasingly, major non-governmental entities too.) Different countries. Same basic pattern.

Everyone is trying to preserve systems that are becoming harder and harder to sustain as the old U.S.-led world order unravels. Sometimes that’s done through diplomacy. Sometimes through financial engineering. Sometimes through economic aggression like sanctions. Only occasionally through war (like the limited war in Iran.)

Interestingly, the U.S. is also scrambling to gain and retain power too, because nobody realizes more clearly that the old order is crumbling than the mafia that currently runs the U.S. itself.

It is quickly trying to put in place a new regime, but one based on power, resource control, and economic aggression, rather than “freedom and democracy.” There is an economic war going on globally right now, make no mistake about it – but that internationally connected Zionist mafia engaging in it is just as much at war against the citizens of the countries it controls as it is against rival regimes.

The only important question: what will break first (and whether you’ll be ready when it does.)

1) China Has Quietly Become Iran’s Economic Lifeline

What the mainstream is saying: According to new reports, than $30 billion worth of Iranian oil flowed into China last year through a network of shell companies supplying privately owned “teapot” refineries in China. These “teapots” aren’t China’s giant state-owned refiners; they’re smaller operators that can buy heavily discounted sanctioned crude, refine it domestically, and avoid much of the international financial system because most of those transactions never touch the U.S. dollar.

The arrangement between the companies involved and the Chinese government facilitating it is elegant in its simplicity: private firms assume the commercial risk, Beijing maintains plausible deniability, and China’s industrial base gets cheaper energy than many of its competitors, making its companies not only highly profitable but able to sustain losses from Trump’s aggressive tariffs.

What really matters: This shows us that it is becoming increasingly irrelevant what Washington “prohibits” in a world it no longer controls. What matters more and more is the creative ways major powers are coming up with to circumvent this system, which involves China, Iran, and Russia – and peripheral countries that decide its better or even safer to do business with this emerging bloc than to align with the increasingly abusive U.S.

2) A Worn-Out U.S. Navy Sends a Message Far Beyond Washington

What the mainstream is saying: Reports from one U.S. carrier after roughly 250 consecutive days at sea painted an ugly picture: deteriorating living conditions, food shortages, plumbing failures, serious mental-health problems, attempted suicides, and sailors reportedly jumping overboard. After the stories spread through family members online, the Navy ended the deployment.

What really matters: These reports arrive alongside repeated discussions about depleted munitions stockpiles following years of unpopular support for Ukraine and the recent, even more unpopular conflict involving Iran. And while we are focused on the military capabilities of rivals like Iran, and what they have been able to accomplish on the battlefield (much of which is being lied about, by the way) – Iran is taking far more than that into account.

They are taking into account the declining stockpiles of their enemy to be sure, but they are also studying it’s important peripheral factors: military morale, logistical issues, and political endurance – and perhaps most importantly, determining what opportunities this might create.

The most important actors in all this aren’t either the U.S. or Iran, however – it is our highly-capable and longtime rivals, Russia and China. They too are hearing loud and clear the signals that the U.S. has been severely weakened, depleted of both weaponry and morale, and running everything on a giant credit card with an actual economy that is rapidly in decline.

These factors by themselves don’t mean the U.S. will lose against Iran – but it does mean that if Russia or China ever were looking for an opportunity to make major moves against the United States, this is it. Knowing that not only is the U.S. weak, but that it will most certainly replenish its vast weapons stockpiles in coming years, the opportunity now is clear – but the window may not be open long.

3) The Sudden Sale of the Lakers reeks of a Jewish Mafia Operation, using Trump to Apply Pressure.

What the mainstream is reporting: Mark Walters, a billionaire with a business empire spending multiple industries, several sports franchises among them, suddenly made a deal to sell the Lakers for a record $12.5 billion to a partnership led by Disney CEO Bob Iger and investor Joshua Kushner.

What really matters: Walters only recently acquired the Lakers, and such a sudden sale would be unheard of - if he wasn’t in hot water with the Feds. Starting last year, Trump’s DOJ opened a probe into his businesses, and both DOJ prosecutors and the SEC are investigating whether certain business activities constituted fraud (despite the fact that what he is accused of - and far worse - are common practices in American corporations.)

The buyers are where it gets interesting: an unlikely coalition headed by two Jews, Bob Iger, the head of Disney and Josh Kushner, the younger brother of Jared Kushner (who is Trump’s son-in-law and connected to the international Chabad Lubavitch Kabbalist cult.)

The fact that Walter‘s business is are being targeted for investigation by the DOJ, resulting in an immediate sale of his highest profile Investment to a member of Trump‘s family, should be absolutely no surprise; it’s blatant political corruption, which has become very common place under the second Trump administration.

4) I Told You So: The “Ballroom” is Now a Military Base costing $1B+ (at least)

What the mainstream is saying: In a Truth Social post on Friday night, Trump referred to his infamous ballroom project now as a “military complex “and a “desperately needed national security structure for the people of the United States of America.” The latest photos of the projected completed projects now show a rooftop with weaponized drones, soldiers, and bizarrely, military trucks. (WTF?)

What really matters: Remember when this was supposed to be a ballroom? Apparently those were simpler times (and yes that was only a year ago.) But my long-time followers will know, I never believed the narrative around this project, which was sketchy from the very start.

In my private group, I’ve been tracking since it was first announced how this “ballroom” project evolved—from a $100 million ballroom supposedly funded through private donations to estimates that now exceed $1 billion (which somewhere along the line became being paid for my taxpayers.)

Now, in its latest grift, the Trump administration is now describing it as a critical national-security facility rather than simply an event space. This is designed both to overcome the many legal challenges against this project (which is moving so fast, they won’t work anyway) and to get it paid for by taxpayers under that classic catch-all “national security” (which in practice means “fuck off and look the other way – you aren’t allowed to see what we’re doing here, but yes you’re paying for it because it’s for your own good. But still, fuck off.”)

Even more importantly, I always saw the ballroom as a sure sign that Trump has no intention of leaving office in 2028. He will serve a third term at a minimum in my opinion, either through manipulating the election system or by simply suspending elections for some “national emergency.” This prediction is not based on the ballroom alone, but rather by many statements and behaviors Trump and his key donors and advisers have made – and as unlikely as that may sound now, if Trump did refuse to leave office in 2028…who would make him?

Exactly. Now you know why the new White House will be a heavily fortified military facility.

5) Mexico’s “Fake News” Debate is Really a Zio President Muzzling Opposition

What the mainstream is reporting: Mexico’s female Jewish president Claudia Sheinbaum (already super bizarre) is now promoting what she calls an Audience Rights Initiative, presented as a way to combat misinformation. But critics are claiming that it simply means a single federal agency would be given broad authority to determine what qualifies as false information, expanding government power over speech and media – and having severe consequences for those challenging it.

What really matters: Governments everywhere seem to have discovered the same phrase: “Protecting the public from ‘fake news.’” It is being used eagerly in America by the Trump admin, just as it was used by the Biden admin before it, to stamp out the long-sacred freedom of speech Americas hold dear, and get the entire population on the same page with respect to what can and cannot be said in public.

The left will say the right is doing it, and the right will blame the left; but what we are really seeing is a clamping down of free speech by the Jew-controlled Zionist mafia that has seized control of the United States, and needs control of its people so it can continue to use its might to bludgeon the rest of the world into submission.

6) Central Banks Are Solving Yesterday’s Crisis by Building Tomorrow’s

This may be the most important story that almost nobody outside financial circles is talking about.

What the mainstream is saying: Since 2008, central banks have gradually shifted from acting as lenders of last resort to becoming increasingly active backstops for government and corporate debt markets, infusing capital (which is simply manifested into existence now – it doesn’t even have to be printed) into them more and more to “stabilize markets.” But what started as an emergency measure has now just become a way of doing business, chiefly through complex bond and currency swap trades.

In these trades, U.S. Treasuries are “swapped” for other currencies or for corporate bonds, but the volume has to be enormous to be profitable. But this is actually beneficial for both the traders (mostly risky hedge funds) and for the Fed itself; Wall Street can profit from these trades and pump more capital into markets, but the Fed can benefit from a bottomless demand for Treasuries that otherwise nobody would want due to high inflation (or which would have to pay far higher interest to be desirable, which the U.S. can’t afford.)

This dynamic has resulted in enormous growth in leveraged Treasury trading: just last year, hedge funds held roughly $2.4 trillion in Treasury positions, compared with about $600 billion a decade earlier, and some of these swaps are leveraged at a jaw-dropping 100X.

What really matters: This easy money spigot created by Central Banks, in particular the U.S. Federal Reserve and the Bank of England, has become so enticing that even banks not in any need of emergency funding have tapped into it in order to be competitive. So now basically the entire banking industry, including hedge funds and investment banks, are all tapping into sources of funding that were created for emergencies simply to sustain their business models.

As I say constantly in my content: emergency measures are never temporary, they are always to introduce a new regime that will become permanent. In this case, the only down side will be high inflation – but that will only affect us (and we have no power and no voice) and the establishment can lie about it to make us feel crazy. So don’t expect any of this to stop anytime soon; on the contrary, expect high inflation to become structural as the backbone of our mostly fake economy.

On My Radar

Three things I’ll be watching for.

First: Watch for upcoming additional sports and entertainment franchises to be acquired by Zionists (or Jews themselves.) I think this has a lot to do with the dumbing down of America, and controlling narratives; but at a deeper level, it may have to do with manipulation of sports to better control sports betting and prediction markets, massively growing markets (in particular among America’s youth.)

Second: Additional signs of three-way trade between Russia, China, and Iran, in particular with energy and military equipment. “BRICS” was much-lauded but never materialized into anything; the real action may be taking place quietly behind the scenes. In addition, I’ll be looking for evidence that Gulf nations are more open to doing business with this bloc, showing that they are losing faith in the U.S. and more willing to cooperate with Iran as the regional power (no matter what Israel thinks.)

Third: I am keeping a very close eye on the plumbing of the financial system. The more central banks rely on emergency liquidity facilities, currency swaps, and market interventions to keep everything stable, the more I’m reminded how catastrophic it can be when a collapse in one of these obscure financial markets takes the rest of the real economy down with it (like it did in 2008.) The next one will be way bigger - but the money printing to hold it off will also probably last way longer, meaning high inflation is now structural and you have to get used to it.

What do you guys think about my prediction regarding what Trump will do with respect to the Iran War, both to save face politically and to please his Israeli masters who won’t let him off the hook?

Every day, we’re bombarded with more information than any one person can realistically process.

Markets gain and move billions on mere headlines. Governments launch new policies without our consent. Wars start fast, and advance even faster. Artificial intelligence is reshaping entire industries, while hidden financial systems evolve in the background.

Meanwhile, we’re left with our heads spinning, trying to piece together fragments of information from dozens of disconnected sources, with no “big picture” understanding to make sense of it.

My goal is to solve that problem.

My work exists to help readers understand not just what happened, but why it happened, who benefits, what patterns it fits into - and what it is likely to mean next.

I don’t chase outrage, push political narratives, or follow social media trends. That’s not just noise, designed to shape your thoughts and behavior.

Instead, I focus on identifying the sinister systems and people that quietly shape politics, finance, technology, and geopolitics, pursuing global agendas to reshape the world. And I bring lots of receipts to back up my work, with a combination of historical sources, declassified government documents, shocking quotes from notable people, and earth-moving stories hiding right under your nose.

If you’re looking for a dopamine rush from political spin and rage-bait, and if you see authentic conspiracy research as just “dark entertainment” - this place definitely won’t be for you.

But if you want to go deep into conspiratorial history and understand the origins and of todays controlling networks…

If you like well-researched, academically supported conspiracy research, and not viral tweets or TikToks…

And if you value being “armed” with mental weaponry to defend yourself against the onslaught of psy-ops and behavior modification techniques plaguing our world…

Consider this your new base of operations.

A Beginner’s Guide to My Work

I’ve been a serious researcher for only the last six years, but I’ve always had a fascination with politics, economics, and history (particularly the dark sides of all those things.) In addition, I’ve always had an interest in dark psychology, mass manipulation techniques, and government thought-shaping operations - some of which I began being trained in when I was very young, due to my unique upbringing.

I’ve been able to put all of these things together in the post-COVID era to readily detect psy-ops and “silent warfare” attacks, and make sense of these things to others. This adds unique value to my work, and helps make sense of the world.

These links will give you a good idea of what I cover and a preview of some of my best work.

My most popular articles of all time:

• Judaism is really Babylonian Talmudic Pharisaism - and it runs today’s world.

• Reverted History: How an International Criminal Plot Gave Us WW2

• Video: We’ve All Already Been Microchipped (and We Paid For It)

• How did the West Forget it’s Been at War with Judaism for 2,000 Years?

• The “End Times” is the Latest Zionist Psy-op

Some work I’d personally recommend:

• My Daily Counter-Narrative Intel Briefs (designed to give you a daily overview of important world events, with context and explanation based on my conspiratorial research that you’ll never hear in the mainstream)

• The “Goodbye, America” Series, Parts 1-3 (One of my most eye-opening sources, that opened up a whole new arena of research for me in 2022)

• 9 Hidden Costs of Conspiracy Research Nobody Ever Tells You (A helpful, insightful advice article based on my own experiences)

• The History of Jewish World Revolution, Part 1 (I wrote this to explain the historical moral and theoretical reasons why Israel and an international Jewish mafia is so heavily involved in the crisis and chaos of today)

• Rome: The Eternal Nemesis of the Jews (An analysis of how in Judaism, an ancient implacable enemy of their people is Rome - and how the idea of “Rome” evolved into Europe and America today)

Prefer Videos? Check out my best ones:

• The 2000 Year War Between Judaism & Christianity, Told Through TONS of Old Books

• “Dracula” was really a Social Critique of Jews (My most popular video ever across all platforms)

• The End Times is Just the Latest Zionist Psy-Op

• How Israeli Intelligence Violated an Entire Generation of Young Women

What You’ll Find Here

This publication combines several disciplines that are often discussed separately, but rarely analyzed together and put into a “big picture” framework.

My topics regularly include:

• Conspiratorial history and how it created modern power structures

• Geopolitical analysis, and how its impacted by hidden networks

• Psychological operations and information warfare techniques

• Artificial intelligence and weaponized technologies

• Institutional incentives and political corruption

• Hidden historical research that explains today’s events

• Practical investment ideas based on hidden actors and agendas

• How it all fits into the “New World Order” agenda

My objective is not simply to report what’s going on in today’s world - that’s what news media does, and their job is to manipulate it.

My job is to tell you what is going on behind the scenes, who is doing it, and how it fits into overall patterns and hidden agendas. This is how things actually make sense.

Without this framework, today’s events will feel like chaos. But it’s not.

Who is This Guy Cato, Anyway?

Before getting my degree at UCLA and studying briefly at Stanford, I served in a highly trained United States Marine Corps anti-terrorism unit during the “Global War on Terrorism” (which was really a Global War for Zionists, international bankers, and defense contractors - a bitter pill for me to swallow.)

The good news? My military experience gave me an intense, real-world crash course in leadership, security, intelligence techniques, and strategic thinking before I ever entered the academic world.

With that unique mindset and experience, along with the discipline I gained as a Marine, I entered the academic world. That’s where I deepened my understanding of history, economics, political institutions, international relations, and the mechanisms through which power is exercised.

Then COVID happened - which I recognized as a psy-op immediately - and I became driven to uncover the truth about what was really going on in the world for six years and counting. This is where I became a legitimate conspiracy researcher (I don’t say “conspiracy theorist,” that’s a CIA term) and I’ve read over 150 books, collected over a thousand sources, and published nearly a thousand pages of written work since.

This unique combination experiences shaped the way I approach the world today.

Few analysts can combine both tactical military experience and academic research experience to create a framework for understanding today’s word - those that do usually work for the ruling establishment, and not against it. This gives me a unique perspective that brings different angles to my work that you’ll rarely hear elsewhere.

And those different angles could make a big difference in not just your opinions about today’s topics, but your decisions about what to do next.

My Counter-Narrative Intelligence Service

While much of my public work is available free of charge, my paid membership is designed to function as something more than a newsletter.

I call it a Counter-Narrative Intelligence Service.

The purpose isn’t to provide “secret information.” Nearly everything I analyze is ultimately drawn from public reporting, numerous historical sources, official/declassified government documents, market data, and open-source research (which is actually how most actual intel agencies work too.)

If you wanted to dedicate the time to it, you could find all that on your own.

The difference lies in how I assemble those pieces into hidden narratives, and the context I give based on extensive conspiracy research going back to ancient times.

Rather than consuming disconnected headlines and getting overwhelmed, my members will receive structured analysis that connects events across finance, geopolitics, technology, and history to identify broader patterns, incentives, hidden actors, and potential future developments.

The goal is to help readers move beyond the daily news cycle and develop a deeper understanding of the systems shaping today’s world - and then make better decisions based on those insights.

What You Get as a Subscriber

Free Subscribers

Free subscribers receive:

• Immediate access to all my regularly published articles

• Access to all my video articles

• All my in-depth historical essays

• Access to my archived public posts, and public Notes updates

• All Counter-Narrative Intel Briefs for August of 2026 as a preview

If you’re new here, this is the perfect place to begin.

Intel Service Members ($7/month or $77/year)

Intel Service members get the full Counter-Narrative Intel Service, including:

• Daily Counter-Narrative Intel Briefs

• Regular Counter-Narrative Intel commentary videos

• Access to my Banned Book Reviews

• Additional behind-the-scenes videos of my life & travels

• A free copy of my Special Report: Inflation-Resistant Alternative Assets

• And help support my work, keeping my research articles free for the public!

I offer a lot to all my subscribers, but as Intel Service members you’re signing up to receive unique, up-to-date info that can inform your investments and decisions.

This gives you an “unfair advantage” against everyone who is only being informed my mainstream media, which is carefully designed to manipulate you.

Subscribe now

Inner Circle Membership ($177/year)

Founder’s Members receive everything above, plus a private 30-minute video conversation with me via Zoom.

Whether you’d like to discuss conspiracy research, investment strategies based on counter-narrative information, suppressed history, or even personal issues you’re dealing with in your own life (this has actually been the main topic most of my clients have chosen!)…this is an opportunity for a one-on-one conversation.

(If you’re interested in a private 1-on-1 Info-Warfare Session only, you can book this directly on my site - but bundling it here with the Intel Service is the best value.)

Subscribe now

Why Subscribe?

These days, most of us are getting our information from the internet. But more recently, the way we interact with information has surged forward through AI, which is advancing so quickly many people aren’t just outsourcing their work to it - they are outsourcing their thinking to it.

The problem? All of these concentrations of knowledge have not made people freer, clearer thinkers - the opposite has happened.

Algorithmic feeds serve people what they supposedly want; but this has created polarization and division. The abundance of information hasn’t made us more informed; it’s made us more overwhelmed. AI hasn’t done a better job informing us; it’s done a better job protecting the mainstream narratives.

What you need more than ever - especially as technology, surveillance, and weaponized AI surge forward through global conflict - is a way to make sense of what is going on. To put it all together in a “big picture” agenda - because we are NOT dealing with chaos. We are dealing with intentional destabilization, in order to replace it with “order” that a small controlling elite desperately wants.

That is what this publication is built to do - inform you about what “they” want you to think, show you how they get most people in line, and give you tips and strategies to escape it, evade it…or even benefit from it.

I don’t promise certainty, and I don’t claim to have every answer.

What I do promise is a well-researched, intellectually honest effort to examine difficult questions through the lenses of suppressed history, controlled narratives, mass manipulation techniques, and a secret agenda to eliminate freedom and bring about total human control.

Whether you begin as a free subscriber or decide to become an Intelligence Member or join my Inner Circle, you will be glad you did.

Welcome aboard.

Share Cato: Your Info-Warfare Arms Dealer

One question was digging at me, and I made some notes about it, reminding myself to come back and cover it more later.

The question: whether I think what is going on in Europe right now with respect to the tsunami of migration of Arabs and Africans is part of the “Kalergi Plan.” (Note that this was long before the recent infamous incursion of over 60,000 Moroccans into Spain’s Ceuta; the manufactured invasion of immigrants into Europe to promoted race-mixing has been going on a long time.)

I answered the question live - the answer is “partially, yes” - but the truth is, there’s actually a lot more to it than that. So I felt the need to cover this answer fully, because it’s important you guys understand how deep this stuff actually goes.

As is the case most of the time when delving into topics involving J-wish/Zionist conspiracy, the rabbit hole always goes way deeper than you think. And that is because, nearly all of the time, the source of their sinister plans is not a think tank a few years ago, or a banking dynasty in the 1800s, or even some Kabbalah rabbis in the 13th century - rather, most of what they are up to originates in the Bible itself (as crazy as that may sound, especially to Christians.)

And this “Kalergi Plan” is no different. So we’ll start by explaining what this infamous plan is and give you a good rundown of how it’s being implemented - then I’ll tell you where this diabolical strategy of using race-mixing as a strategy of civilization-level warfare actually comes from.

It will sound crazy; but it will soon make sense.

What is the Kalergi Plan, anyway?

This will already sound crazy to those not initiated into conspiracy research, but the “Kalergi Plan” is real; a published theoretical plan for Europe’s future set forth by a an Austro-Hungarian royal and quasi-Jewish philosopher in the early 1900s, to actually promote and encourage racial mixing in Europe, as a virtuous endeavor to promote more racial harmony there.

This, however, is only the surface-level answer.

At a deeper level, it was a method for using race, and more specifically racial inter-mixing, as a weapon in the two millennia-old war by J-ws against White Europeans (whom, it is important to understand, they have regarded as their ancient enemy since the days of the Rome-Judea wars.)

So lets examine the surface level stuff first - because exactly that’s where most people will stop looking.

First of all, the plan was first outlined by a man named Count Coudenhove-Kalergi in the early 1900s, under his book entitled Pan-Europa und Volkerbund. It was presented as more of a theoretical framework than an actual “plan” with a timeline or action items; but wasn’t some secret society or government-classified document. The Count published it very much for public consumption (see image below.)

His book was intended to justify and encourage immigration and racial mixing in Europe until, by successive generations of racial blending, the White race would effectively cease to exist.

This was explained in his book as something that was both desirable and inevitable, and which would begin in the peace period following World War I (with replacement migration after the mass slaughter of millions of European young men after that war contributing to the “race mixing.”)

What has become known in the conspiracy research space as “the Kalergi Plan” is now thought to be the ideological basis for the extreme anti-White agenda we observe in today’s Western world. This covers not only the rampant migration being encouraged and facilitated by both NGOs and immigration advocates, but permitted by European “leaders,” who are either pressured by media narratives or bribed through campaign donations.

Peripheral to that, many think the Kalergi Plan also explains why today, in most of Western media, there is scarcely a single White couple to be found (unless they are the villains); Whites are often claimed to be the reason for most of the ills of the world today in higher education; and why virtually every Western country is dealing with an influx of not only non-White people, but non-White culture, music, religion, and even values (from both legal and illegal immigration, happening at scale.)

The Kalergi Plan: Part of International J-wish Conspiracy?

Normally, whenever anyone points these phenomena out, an explanation is readily given; something about diversity, inclusion, and racial equity, or “non-Whites getting their turn,” along with bold claims that none of these things has anything to do with the other. Just a coincidence (as we’ve heard countless times before…)

But what very few people perceive is how all of these different agendas actually converge in one single agenda – a plan to wage a quiet, sophisticated, full spectrum race and culture war against the White race as a whole, all over the world, that actually goes back many centuries.

If you believe this is happening, you also must believe there is a coordinated group of people doing it; a group with not only the motive, but the means, the resources, the political and institutional leverage, and the logistical skill to (not to mention the discipline to keep it all secret!)

There is no group on earth in possession of all those attributed aside from organized international J-wry. But it may sound crazy to think they have any motive to engage this plan (especially since so many people perceive Jews to be just another category of White people!) But it will make sense in the big picture.

First, lets understand this man Kalergi himself.

A Mixed-Race Royal With an Identity Crisis

Born Richard Nikolaus Eijiro, he was the Count of Coudenhove-Kalergi, the son of an Austro-Hungarian diplomat of hereditary title. Interestingly (and perhaps unsurprisingly) he himself was of mixed race; his father was an Austro-Hungarian of Russian descent, and his mother was Japanese.

Though not himself J-wish, he had what seemed to be an affinity toward J-ws and he gained it through his father.

Initially, his father, a European royal was – like virtually all European royalty at the time – openly antisemitic. This was the result of J-ws having penetrated every aspect of European social, political and economic life during the 1800s, after the Jewish Emancipation starting in France at the beginning of that century.

As documented at length in the brilliant publication La Civilta Cattolica, in its article “The J-wish Question in Europe,” J-ws had seemingly been waiting for centuries to claim positions of authority in Europe, after being restricted from doing so since the Byzantine Empire (the result of both their virulently anti-Christian religion and notoriously corrupt business practices.)

However, once permitted to do so as a result of “political liberty” during the Republican age brought about by the French Revolution, they poured into key positions of influence in Europe during the 1800s, deploying centuries worth of wealth (accumulated mainly through usury) toward that aim.

Many political, religious, and scholarly figures in Europe in the late 1800s wrote disparagingly of the fact that J-ws had attained virtual control of most of Western Europe within only a century – and many also knew the tension would eventually explode violently all over the continent as a result. (In fact, even Jewish scholars knew this, and many wrote about this issue as well.)

That conflict, of course, later manifested as the World Wars.

Against this backdrop, Count Coudenhove-Kalergi’s father, a highly educated royal elite, wrote his own treatise on J-wish-European relations, Das Wesen des Antisemitismus (The Essence of Antisemitism) in 1901.

But here’s what’s interesting. While researching for his book, he seems to have had a change of heart toward the J-ws - blaming not their religion or morality itself for the way they were, but rather their intense religious and racial bigotry (a J-wish hallmark since the BC era), which then provoked an even more intense backlash from Chrisitans and later Muslims.

In other words, the blame was split between both sides; but, he added that it was more the responsibility of Christians to forgive and make peace, as that was more in line with Christian ideals. Jews could and should remain as they are.

Richard, his son, was likely influenced by his father to admire J-ws and J-wishness, as he himself was a “reformed antisemite.”

While he never publicly proclaimed Judaism for himself, the Count would ultimately take two separate J-wish wives, and in his work would always be a J-wish apologist and philosophical defender for the rest of his days.

His own body of work heaps admiration on the J-ws. He calls them the “new aristocracy” of Europe; Europe’s “spiritual nobility”; and he even proclaimed that it is inevitable that the racially pure J-ws, honed and strengthened after centuries of an “artificial evolutionary process” would eventually emerge as the leaders of a thoroughly mixed “Eurasian-Negroid race” that he predicted would look more or less like Egyptians1.

Count Coudenhove-Kalergi was not at the forefront of politics. He instead preferred to move quietly as a writer, philosopher, and ideologue for what would become the J-wish “New World Order” elite (in fact, one of his prime sponsors was the German J-wish banker Max Warburg, head of Germany’s central bank, himself the brother of Paul Warburg, head of America’s central bank, during World War I!)

So, the Count’s pedigree as a J-wish advocate, propagandist, and royal powerbroker was all there. He was certainly positioned among Europe’s J-wish elite; the next question becomes, why would Jews be interested in promoting ideas like his to begin with?

A Never-Ending Race War That Started in the Bible

People are usually in disbelief at the idea that J-ws perceive themselves to be in any kind of “race war” against Whites of European stock - mostly because people generally perceive J-ws themselves to be White. But it has to be understood that for J-ws, race is a group identity based on the concept of “Chosenness” and the exclusivity that comes with it - it has nothing to do with appearance, not even with DNA.

The ancient disparity between J-ws and “White people” actually originates in the Bible. Jacob (whose name is later changed to Israel by God, supposedly) is the patriarch of what would later become the Twelve Tribes of Israel and eventually, the Jewish people.

But Jacob had a rival - his own older brother, Esau. The enmity between the two began when Jacob, using his scheming mother’s help, cons his own blind father into giving Jacob his “birthright” which he had reserved for Esau. He does this using deception and trickery, by covering himself in a furry goatskin so he would feel like Esau (who was strong and masculine, and said to be hairy.)

This “birthright” is essentially held to be God’s “chosen-ness,” so it is Jacob’s bloodline that becomes the Chosen People, and not Esau’s. That theft - the result of lying and scheming - altered the entire course of history, and is how Jews became “chosen.” Esau was, of course, not happy about this, so he plotted revenge on Jacob, who cowardly fled to stay with distant family (until an emotional reconciliation some twenty years later.)

Esau would later become the patriarch of another tribe of his own - but his tribe would, for all of history, essentially be “cut out” of the chosen-ness covenant with God (even though this only arose through deception in the first place.) His people became known as the Edomites - the people of Edom.

In reality, the Edomites eventually ceased to exist. But listen to radical Zionist rabbis, and they will tell you the Edomites never went away - rather, they evolved. They eventually became the people who founded Rome, and Rome of course became the ultimate enemy of Judea, when they defeated them militarily in the 1st century BC and threw them into exile. Though Rome eventually fell, the “bloodline” of Edom, which eventually became Rome, then eventually became Europe.

So, Europe is the “evolution” of their ancient rival, Edom, and the Jacob vs. Esau conflict continues2. Supposedly.

(If you’re new to this, extreme Zionist or religious J-ws have a way of rationalizing the wildest self-serving narratives using the Bible - many which make no sense - but just try to follow along.)

Is the Kalergi Plan Part of this Ancient “Race War?”

So, the ultimate question is – did Count Coudenhove-Kalergi mastermind the “plan” for what every European nation or its offshoots are dealing with today – a rapid, dramatic, global racial mixing agenda to degrade white civilization?

In truth, that is extremely unlikely. The plan was probably already around a long time, and Kalergi simply verbalized it.

Rather, it appears to be a long-sought goal of many, varied J-ws, especially zealous rabbis (who have long been leaders among the international J-wish community), who often describe their conflict with Whites in racial terms. They believe the downfall of Europe and their place at the top of the global hierarchy to be an inevitable prophecy - and they don’t have a problem with working to bring that prophecy about.

The “Kalergi Plan” was nothing more than this being put into words, by a man who understood – and clearly admired – J-ws and their agenda for the world, and wanted to be a part of it. He was not a mastermind; merely an admirer, probably drawn to their extreme racial identification because he lacked a racial identity of his own.

In that sense, and only in that sense, it is “debunked” as merely a conspiracy theory, as the Hasbara-site Wikipedia would have you believe. The truth is actually much worse.

As you learn when studying this subject in depth, the names and faces are many in history, but the root cause is always the same: the J-wish war against all the people, religions, and cultures of the entire world, using each other as both the soldiers and the weaponry.

These intel reports are for paid members, but will be FREE for all of August as a preview to all my subscribers.

Today’s Highlights:

• Iran Raises the Price of “Peace”

• Trump’s Economic Problem Isn’t Wall Street—It’s Main Street

• Israel and Washington Aren’t Reading the Same Script

• Ukraine Expands the Battlefield Into Russia’s Consumer Economy

• The Carry Trade Nobody Wants to Talk About

• Colombia Has an Earthquake Like Venezuela’s – Right after Zionist Regime Change

Investments to watch:

• American defense majors (Lockheed Martin, Boeing, Northrop Grumman, Raytheon, et al): will benefit from a huge surge of incoming defense spending that will need to happen to replenish severely depleted U.S. munitions stocks, overstock new ones, and also supply U.S. subordinate states for its own defenses (though that last group is shrinking)

• SpaceX: largely owns the communication and surveillance infrastructure for future wars already (though SpaceX is not being seen as a defense contractor, it is that and more, as I explained in depth in this article)

• European defense ETFs: as the continent finds it necessary to go it alone against an increasingly agitated Russia as the U.S. withdraws its security promises (while punishing Europe with high tariffs and energy prices)

Overview:

The Trump administration spent the last several months insisting it could and would dictate the terms of not only “imminent” Iranian defeat, but the post-war landscape in the Middle East. Now Iran appears to be demonstrating how much leverage the United States actually has – and it isn’t much, since they are now dictating terms more than the U.S. is (exacerbated by rapidly approaching midterms in the U.S.)

At the same time, Israel is publicly diverging from Trump’s agenda in Gaza, throwing a wrench into one of Trump’s only claimed foreign policy victories in his second term (though that was always an illusion anyway!)

Globally, conflict is ramping up, not down, as Ukraine has expanded its drone campaign beyond military targets to strike the commercial infrastructure supporting Russia’s economy. And beneath it all, Japan’s monetary policy continues threatening the hidden financial arrangement hidden underneath global markets – a currency trading arrangement that has been propping up Western stock markets for decades by using the yen as their paypig.

They’re very different stories – but underneath, two dominant themes seem to be converging, that few seem to be putting together.

First, the world’s major powers are increasingly discovering that controlling logistics, finance, infrastructure, and political timing isn’t as important as winning battles – it’s more important. Wars aren’t fought exclusively with bombing raids, naval fleets, and missiles anymore. Today they’re fought through shipping lanes, sanctions, logistics hubs, energy terminals, financial warfare and civilians are directly involved – not through collateral damage, but through direct influence on public opinion.

Second, the world’s major combat theaters are inching toward convergence. Russia/Ukraine, U.S./Iran, and Israel/Arab militias may look like separate conflicts to the uninformed, but the global Zionist mafia is directly involved in all of them – on the side of the U.S., Israel, and Ukraine. This means that Russia, Iran, and Arab militias are finding themselves on the same side against this enemy – and if China gets involved, we are inches away from World War III (which is, of course, part of the Zionist “prophecy” they are obsessed with manufacturing.)

That’s why so many headlines feel confusing today. Everyone is arguing about surface-level events, while the real wars are playing everywhere other than conventional battlefields, and the real “sides” are being determined by an ancient, international financial mafia obsessed with bringing about the “end times” - so they can rule over whatever is left.

1) Iran Raises the Price of “Peace”

Just when Washington appeared eager to wind down its confrontation with Iran, Tehran reportedly decided the exit wasn’t cheap enough – and raised the price of a deal dramatically.

On Saturday, Iran set forth new demands for any deal that would open the Strait of Hormuz. While Tehran backed off of its earlier demand that it would solely control Hormuz traffic and charge tolls, it is now including the following in its list of demands:

• Billions of dollars in reparations to be paid by the U.S. as compensation for extensive civilian infrastructure damage (in a war that it did not start)

• Termination of economic sanctions that prevent Iran from selling its oil on the global markets

• The release of billions of dollars in its own frozen assets

• Reduced U.S. military presence in the region

• Importantly, a cessation of all military operations against its proxies in the region (i.e. Houthi militias in Yemen, Hamas in Gaza, and Hezbollah in Lebanon.)

What’s interesting isn’t simply the list of demands. It’s the timing.

Only a day earlier, President Trump was publicly portraying the conflict as effectively “won” while boasting on his social media; at the same time, the rest of his administration was sending mixed messages, with VP Vance implying that we are still very much mid-conflict but that the U.S. is dominating, and a White House representative saying the U.S. has completely all of its military objectives, and can win the war anytime it wants (but has chosen not to, for some reason?)

Perhaps Iran chose to up the ante to send a clarifying message to what is obviously an administration in chaos, or perhaps it is playing hardball because it knows that Trump is becoming increasingly desperate only three months from midterms, with public support for Republicans slipping rapidly.

In any case, it is clearly not the U.S. dominating in this war, or even in control of the initiative – it is Iran. And that practically invites all other U.S. enemies to get their kicks in while it is down.

2) Trump’s Economic Problem Isn’t Wall Street—It’s Main Street

Since Trump first declared he would run for president in 2015, his main “selling point” has always been the perception that he would, if nothing else, run the U.S. economy better than any politician.

Though this claim is debatable, it largely held up during his first term; net approval of his handling of the economy wavered between slightly negative (around -3%) and very positive (hitting nearly 20% late in his term), but it nearly ended where it started, around 3 to 4% positive across the entire political spectrum.

This time around, Trump’s net approval on the economy - which already began negative in his second term at around -12% - has now fallen catastrophically to roughly -35%. Even more significant, polling asking “which political party would manage the economy better” has shifted toward Democrats since 2025, after decades of Republicans holding that advantage.

This is largely because Trump – along with the Wall Street class, investors, and contractors plugged into the AI/tech boom – have a very different definition of what “the economy” is than broad-based American voters do. Financial markets have been surging into the stratosphere, along with mind-boggling investments in AI/data center buildout which has been pumping cash into every good and service-provider in that industry, while many households and businesses in the rest of the economy remain focused on inflation, groceries, housing costs, and declining purchasing power.

Here we have an old lesson in politics that was probably forgotten, but is about to rear its head once again: Stock indexes make headlines; Food and gas prices win elections.

Combined with the shift in perspective among polled voters that the increasingly socialist-leaning Democrats can actually do a better job running the economy than Republicans can, the U.S. is poised for a “Blue Wave” in November. This will likely be centered around two themes: Trump’s foreign policy failures, and the widespread economic struggle of Americans while Trump’s family and connected Wall Street elites become filthy rich through scheming.

(Ignored by this will be the fact that Israeli intelligence and the Jewish lobby control the leadership of both parties, and have for decades – so while domestically there may be shifts, in foreign policy even a reorganized Washington will be as pro-Israel as ever.)

3) Israel and Washington Aren’t Reading the Same Script

The public disagreement between Trump and Netanyahu appears to be widening, and this is setting up Trump to have to take some potentially extreme measures.

There are two chief areas of disagreement between the two leaders. On the surface is conflict over the second phase of Trump’s “Gaza peace plan” which involves reducing Israel’s military presence in Gaza in exchange for replacement by an international peacekeeping force, along with complete disarmament of Hamas.

Throughout this entire period of “peace” Israel has continued expanding its military operations – killing over 1200 civilians during this period alone - while arguing that withdrawal before Hamas is disarmed would simply recreate the conditions that led to the conflict in the first place.

That leaves everyone waiting for the same impossible first move. Israel says Hamas must disarm first, or it won’t leave. Hamas says Israeli forces must leave first, because it doesn’t trust that Israel will stop bombing it. It is an impossible situation where there is zero-trust (though Israel holds a reputation advantage, due to international Zionist control of Western media.)

The hidden area of disagreement is over Iran. Though it has been largely forgotten about, Israel started the war with its so-called “decapitation strikes” that killed Iran’s former supreme leader (only to replace him with his more hard-line son), but Israel quickly exited stage left to leave its mercenary Army the U.S. to crush its major regional threat while Israel resumed genociding Palestinians and began invading Lebanon.

Well, the U.S. did not crush Iran, which has infuriated Israel (which has long controlled U.S. foreign policy) and Hezbollah forces in Lebanon were far more punishing to IDF forces than predicted. So Israel – which is at the center of all these problems – is struggling, and increasingly angry and desperate – but this is all being completely left out of mainstream media reports which suffer from chronic bouts of amnesia and Zionist narrative control.

4) Ukraine Expands the Battlefield Into Russia’s Consumer Economy

Ukraine’s drone campaign is no longer focused exclusively on military facilities. It has recently dramatically increased attacks on Wildberries, Russia’s largest e-commerce platform (basically Russia’s Amazon) causing an estimated $5 billion in damage, while disrupting thousands of independent merchants using the company’s logistics network. The company carries more than $10 billion in obligations to Russian banks and is a pillar of its rapidly modernizing economy, raising discussion of possible government support.

The strategy Ukraine is employing is critical to watch, because it will be duplicated in every modern war from now on.

Economies are the backbone of militaries, and because modern economies run on logistics, warehouses, fulfillment centers, trucking routes, and inventory systems are every bit as important as defense factories were in wars of the past. Disrupt those, and you’re attacking economic resilience as much as military capability – not to mention terrorizing the population, causing public support for wars to plummet.

The clear and obvious developments in military technology and tactics are taking place in drone and counter-drone operations. The less obvious development - but the one more likely to touch us in the future – is that supply chains for commerce and energy are now fair game in war (and easy to hit with rapidly advancing drone and missile tech.)

5) The Carry Trade Nobody Wants to Talk About

If one story has the potential to escape the business pages and become tomorrow’s mainstream news headline, it’s Japan and its so-called “yen carry trade.”

Here’s what’s going on: for decades, investors borrowed at exceptionally low Japanese interest rates, and then converted it into other currencies (mainly the U.S. dollar) and deployed that money into higher-return assets around the world – mainly American stocks. But Japan’s currency has been collapsing, forcing Japans central bank to raise its rates in order to strengthen it.

However as Japanese rates rise, that trade becomes harder to maintain, because the formerly ultra-cheap Japanese currency (basically money borrowed for free) is not not so cheap. Borrowers would then either have accept lower returns – which would pump less liquidity into the stock market – or worse, begin selling assets to unwind their positions.

The U.S. stock market has been by far the biggest beneficiary of this, and it is the Wall Street class that has had the heaviest involvement – both on the side of borrowing yen and investing in stocks, and on the side of ownership of stocks that have been surging to insane valuation levels.

The U.S. Treasury Secretary Scott Bessent (who himself became a billionaire by exploiting this same trade while running George Soros’ fund) is now offering unprecedented support in U.S. dollars to prop up Japan’s currency; but if it works, it will simply create more inflation, and if it doesn’t, it could trigger a long over-due financial crash.

6) Colombia Has an Earthquake Like Venezuela’s – Right after Zionist Regime Change

A little more than six weeks after twin earthquakes devastated neighboring Venezuela, killing thousands, a magnitude-7.4 earthquake struck western Colombia on Monday morning. The magnitude of the earthquake was 7.4, almost identical to Venezuela’s recent earthquakes, clocked at 7.3 and 7.5 respectively.

Twin earthquakes like those that happened in Venezuela are virtually unheard of, and another earthquake of nearly identical magnitude in the same region is suspicious. What is even more bizarre is that both countries recently experienced major regime changes, from being anti-Zionist, pro-Palestine, left-wing governments, to suddenly being pro-Zionist and pro-U.S. puppet regimes.

Then immediately after Venezuela’s earthquakes, the IDF showed up in force to “offer aid,” which was later rumored to be a cover operation to infiltrate the new government – only days later, the new government withdrew itself from participation in the International Criminal Court, the international judicial body that drew a warrant for Netanyahu’s arrest for war crimes.

Look for Colombia to do the same in the coming weeks, along with “welcoming” IDF as “international aid.”

What’s On My Radar

Three things stand out.

1. First, watch whether negotiations with Iran move beyond headlines into concrete agreements, especially with regional governments like the Gulf States. If markets begin responding more to actual Iran’s diplomacy than to Trump’s bloviating, that tells us where investors believe real leverage now resides.

2. On the other hand, Trump is likely having his hand forced into escalation of the war in Iran – both because Iran is giving untenable demands, and because Israel won’t let him take an off-ramp anyway. Trump’s style is to do things “bigly,” so if the U.S. escalates it will probably be dramatic, and pump defense, oil, and possibly gold.

3. Third, keep an eye on Japan. Rising interest rates there may sound like a domestic monetary story, but if the carry trade continues unwinding, the effects could extend far beyond Tokyo into global liquidity, Treasury markets, and leveraged investment strategies, possibly even triggering a global financial panic.

What do you guys think of these earthquakes in Colombia and Venezuela - bizarre coincidence, or something more sinister?

When you realize that the Western world is run by a tightly connected Judeomasonic mafia to the benefit of global Zionism and a “new world order” agenda, events in business, politics, and world events take on a whole new meaning. I tell you why they are happening, what the mainstream is leaving out, and what comes next, in this daily report.

Today’s Highlights:

• Iran is winning more at the negotiating table than on the battlefield, as the world gets Trump fatigue

• Brazil becomes the latest political battleground as international Zionism (led by trump) continues its conquest of Latin America

• Russia vs. Ukraine is rewriting the economics of war – and taking it to the comfy upper middle classes

• The Marines are preparing for the next war with backpackable drones they can fly like video games

• Fauci held in contempt by Senate; now let’s see what Trump’s DOJ does about it

Here’s a video commentary to accompany my Counter-Narrative Intel Brief #005, hope you guys enjoy some additional conversation and context. Briefs will go out daily; these videos I’ll try to do daily as well, but these are more challenging due to logistics and connectivity limitations while traveling. I’ll do as many as I can, and see if you guys like them.

Also, I decided to do CNI Briefs free for all of August, so non-paid subscribers can get a feel for the added benefit of subscribing. Starting September they’ll go sub-only. Hope you guys find the value in these “behind-the-curtain” looks and interpretations and will find it worthwhile funding my continued research!

-Cato

But the fact is, they are reading the exact same stories, simply from a different (inverted) moral perspective - and then drawing different conclusions and moral principles out of them.

The most well-known place where this principle is embodied is in the Talmud, an encyclopedic collection of books that are essentially analyses and legal deductions based on the Torah (the first five books of the Bible) and the Tanakh (the Hebrew Bible in its entirety.

It is very important to understand that it is the Talmud, NOT the Bible, that forms the core of Judaism as it exists today – and the Talmud is an extraordinarily wicked book.

Yes, it is true that in its over 6,000 pages, it bizarrely finds ways to rationalize having sex with children, the murder of gentiles, blood sacrifice, slavery, and much more that Christians would consider evil or even “demonic.”

When I was researching this topic intensely in 2022, I decided to go to the source itself - not internet posts or memes about the Talmud, but by reading the Talmud itself - and I found all of this in its pages personally. I was so mind-blown by this, and wanted to share it with others so much, that I wrote an entire college-quality course on it called “Talmudic Teachings” which you can order here if you’re interested.

But right now, lets stay focused on this “preemptive vengeance” concept, because being punished or even killed for something you haven’t even done yet can’t be comprehended from either the Christian perspective or the Western philosophical perspective - but it is very well understood by J-ws.

The phrase itself “rise and kill him first” comes from part of the Talmud called Sanhedrin, which essentially is a legal text, explaining extensive Jewish moral law. (Sanhedrin is the name of essentially the Jewish supreme religious court.)

In Sanhedrin 72a-b, we read ha-ba le-horgekha, hashkem le-horgo; “if someone comes to kill you, rise and kill him first.”

Another J-wish text, the Midrash Tanhuma, explains that this comes from the Lord’s commandment to Moses, telling the Hebrews to harass and smite the Midianites; the explanation given being that “they plan to harass and smite you.”

The fact that the Midianites haven’t actually done any violence yet is immaterial to their “God.” They plan to do it, so from the Jewish perspective they have already done it - and to get revenge on them for what they have not yet done is therefore proper and just.

But where this principle is most spectacularly illustrated is in the Book of Esther - and there’s even a whole very popular J-wish holiday about it.

Esther was a J-wish woman living in Babylon (which had been conquered and then taken over by Persia) when the Persian king, Achachverosh, became fed up with his wife and dismissed her - then went on the hunt for a new one.

His emissaries went around the kingdom recruiting the most beautiful women for essentially “wife auditions,” with the king finally choosing Esther to be his queen.

The king did not know she was a Jewess, as Mordechai (who some rabbis claim was her cousin, while some rabbis claim was her husband; others claim he was both) told her to keep that fact hidden. (Note: hiding one’s Jewish identity, often through name-changing, is a standard MO of the Jews, going all the way back to Abraham and Sarah.)

Later, there was tension between one of the king’s advisors, Haman, and the aforementioned Mordechai, who was actually a high-ranking judge in the Sanhedrin.

The two powerful figures had mounting tension against each other for various reasons - but at some point, Haman decided that it was necessary to purge the empire of all the Jews, which had given the kingdom problems, including his rival Mordechai.

The King gave his permission, and a gallows was prepared for Mordechai’s execution, while an operation was plotted to violently round up and expel the Jews (or kill them.)

But behind the scenes, Mordechai maintained secret communication with Esther, and desperately told her to do something to convince the king to change this edict.

Here’s what Esther did: allegedly, she rose up at a royal party that night, announcing to the king and everyone present that she was Jewish herself, and wanted to be counted among her people - even though they were to be purged the next day.

The king was enraged by the whole spectacle. But he was obsessed with Esther and mesmerized by her beauty, so he sided with his wife, and sent Haman, his own advisor, to the gallows instead (the same one he had prepared for his own enemy!)

But there was still the matter of the edict permitting the purging of all Jews. Based on Persian law, the king said he couldn’t change that, since a royal edict supposedly could not be repealed.

So instead, he compromised with Esther. He issued yet another edict: that the Jews could hunt down and kill anyone they suspected were going to kill them during the purge, days before it was scheduled to happen.

That was how the Jews of Persia found out they were going to be purged from the kingdom, and how they instead plotted a preemptive attack on the Persian military that was preparing to kick them out. In doing this, they were able to turn the tables - and wipe out their rivals instead.

An estimated 75,000 Persians men, women and children perished. And the Persian king helped them do it.

Now this may not surprise you - but there’s no historical evidence that any of this ever even happened. More than likely, its just Jewish supremacy folklore they’ve been passing down orally to celebrate themselves for so many centuries, they now accept it as “their truth.”

But they believe it happened, so they commemorate it. And in Judaism, this act of “preemptive vengeance” and the slaughter of 75,000 men, women and children is not a somber remembrance in Judaism, but rather, a huge party called Purim!

It is a day of feasting, gift-giving, and drinking to celebrate the Jewish concept of “killing your enemies before they kill you.”

There are a couple other interesting things about the Book of Esther – it is the only book in the Hebrew Bible in which neither God nor his name appear even once.

In addition, Esther actually means “morning star” in Persian; and if you remember your Biblical demonic symbolism, you should also recall that Lucifer is also referred to as “the morning star” (Isaiah 14:12) a moniker that is a hidden reference to him to this day.

Those could be coincidences. But what is most certainly no coincidence is how Jews read malevolence, violence, vengeance and murder into the same exact books in which Christians read blessings, benevolence, forgiveness, and a love of mankind.

And they use those tools gleefully on Christians, Arabs, and anyone else who stands in the way of their mission to be the supreme race in the world - and they believe it is completely “moral” to do so.

What do you guys think about the concept of “pre-emptive vengeance?” Is this why the IDF is so eager to kill children as part of its war operations?

Do you think this is behind the concept of “pre-crime” (like from the Minority Report) that is now being pursued with AI-powered predictive policing by the Trump administration?

Today’s Highlights:

• Iran is winning more at the negotiating table than on the battlefield, as the world gets Trump fatigue

• Brazil becomes the latest political battleground as international Zionism (led by trump) continues its conquest of Latin America

• Russia vs. Ukraine is rewriting the economics of war – and taking it to the comfy upper middle classes

• The Marines are preparing for the next war with backpackable drones they can fly like video games

• Fauci held in contempt by Senate; now let’s see what Trump’s DOJ does about it

Investments to watch:

• Neros: an American weaponized drone maker currently shipping 1400 drones a week, but on track to make a million per year by 2028. It just got major defense contracts, and happens to be located near the headquarters of Anduril, a company working to merge tech and defense (read: real-life Terminator/Matrix-style human killing machines, but with American flags on them.)

• Any company making anti-drone defenses that are an alternative to expensive Patriot/THAAD interceptors: I’m thinking along the lines of RTX’s jaw-dropping Phalanx Gatling Gun-style weapons system

• More info on this in my private group, which you can check out here.

Overview:

Whenever I read the news, I am thinking two questions in the back of my mind:

• Which of all that’s going on in the news today are part of narratives that historians will be talking about ten years from now?

• Where is money and energy being shifted by the international banking elite, and what does that tell me?

That gives me the framework to always have my mind on the “bigger picture,” so I see big trends and shifts rather than getting caught up in the drama of this war, or that political spat, or the latest stock rise or fall.

With that said, today’s headlines aren’t just about Iran, Brazil, Ukraine, or weaponized drones - they are about governments and power elites that control them adapting to and reshaping a world where all the old assumptions are breaking down.

Despite all its chest-thumping and “we never negotiate with terrorists” rhetoric of decades past, the United States appears very willing to negotiate with adversaries when military capacity is constrained – or when money is to be made in markets.

Russia and Ukraine both continues scrambling to adapt to cheap drone warfare, and frustrated with the lack of movement on the front, they are increasingly targeting civilian infrastructure deep behind enemy lines. And that is getting ugly, fast.

Brazil has become another front in a broader goal of international Zionism – led by the the U.S. – to control all of Latin America. Whether that happens the Argentina way (plata) or the Venezuelan way (plomo) is up in the air.

And behind the scenes, the U.S. military is racing to absorb battlefield lessons from Ukraine before the next major conflict arrives, with Marines leading the charge.

The common thread: adaptation to rapidly advancing technology, a merging of financial markets with ideological conflicts (even all-out war), and the onslaught of political Zionism to add nations to its growing portfolio.

Amid all this, established institutions and political leaders are discovering that yesterday’s playbook doesn’t work particularly well anymore. Precision missiles costing millions each are being challenged (or just depleted) by $2,000 drones. Economic pressure like sanctions are being thrown around as weapons of war just as much as direct combat is (if not more.) And previously isolated and blacklisted regimes (looking at you, Iran) are now negotiating globally significant arrangements that nobody would have even thought possible just a few years ago.

And based on how a lot of these trends are going – this is all only the beginning.

1) Iran Is Winning More at the Negotiating Table Than on the Battlefield, While the World gets Trump Fatigue

For months we’ve been treated to a familiar routine.

One day Trump hints at diplomacy and how close a deal is with Iran; the next day he threatens overwhelming military force (“a whole civilization will die tonight” - remember that?) Markets still react (giving ample opportunity for perfectly-timed insider trading, which we’ve seen a lot of) but they are slowly learning not to, because the messaging changes faster than the weather.

Meanwhile, something much quieter has been happening behind the scenes.

Iran and Oman have reportedly been working on a framework for managing shipping through the Strait of Hormuz, including traffic lanes and operational oversight by the two countries. The proposal would not allow Iran to charge tolls, but critics argue it would nevertheless formalize a degree of Iranian authority over one of the world’s most strategically important waterways – a waterway that was considered “international” and not subject to any one nation’s authority, until Israel forced Trump to go and kick the Iranian hornet’s nest.

The important question isn’t whether the proposal becomes accepted by Gulf nations (which are traditional U.S. allies, but are increasingly realizing that Iran won’t back down no matter how hard they are hit, and that the U.S. is running out of munitions to hit them with anyway.)

Rather, its whether Gulf states, and more importantly, international oil markets end up reacting more to an Iran/Oman agreement than to Washington’s public messaging.

If that happens, then we’ve officially entered a shocking new paradigm where Iran has as much (or more?) prestige and international trust than the United States under Trump. (Not that it was any better under Biden…)

2) Brazil Becomes the Latest Political Battleground as International Zionism (led by Trump) Continues its Conquest of Latin America

Brazil’s upcoming presidential race is already becoming something of a three-way contest, involving a left-wing president, a right-wing challenger, and Trump brazenly meddling in the election (and not caring if the world knows it.)

Brazil has had a political saga that’s been ongoing for years that directly involves Trump. The current liberal president, known as “Lula” became president after a very narrow victory over right-wing Bolsonaro in 2022. Bolsonaro was a vocal Trump ally, and some people (including me) called him “the Brazilian Trump.”

But it didn’t just stop at his vocal right-wing populism; Bolsonaro also agitated a riot at Brazil’s capitol that strangely mirrored Trump’s January 6^th Capitol riot, but for it he was convicted of “attempting to overturn an election” - and given a 27-year sentence for it by Brazil’s powerful Supreme Court.

But the Bolsonaro family is becoming a kind of political dynasty in Brazil, similar to the Trumps in the U.S. So it is Jair Bolsonaro’s eldest son Flavio who is running against Lula, with Trump’s vocal support – and not just with Truth Social posts written in Trump’s trademark boomer language. Trump deployed aggressive 50% tariff’s against Brazil – the highest in the world – and directly stated that this was as punishment for imprisoning his ally Bolsonaro.

He added that the tariffs could be dropped only if the charges against Bolsonaro were. Brazil refused the offer.

More broadly, Brazil has become something of a thorn in the side of the Washington power elite, especially because it was a founding member of the BRICS alliance which was trying to sidestep U.S. dominance and work more closely with China and each other. So as the U.S. – supported by the international Zionist mafia that put Trump into power – continues its campaign to seize control all of Latin America, Brazil is standing in the way.

The same organized Zionist power was successful in emplacing the Jewish Javier Milei in Argentina, Jewish Claudia Sheinbaum in Mexico, and right-wing pro-Israel presidents in Colombia, Bolivia, and Costa Rica. Even Venezuela is run by a Trump ass-kisser now, who was interestingly Maduro’s second-in-command before!

3) Russia vs. Ukraine is rewriting the economics of war – and taking it to the comfy upper middle classes

In the age of rapid proliferation of drones on the battlefield, modern warfare is becoming frustratingly simple: one side builds increasingly sophisticated drones. The other side launches increasingly expensive interceptors. Repeat - until one side or the other runs out of money.

Russia and Ukraine’s latest, increasingly vicious attack on each other’s civilian infrastructure are highlighting an uncomfortable reality: inexpensive drones can force defenders to expend vastly more expensive interceptors – and when those interceptors run out (or the money to buy them does) the only thing left to do is escalate drone attacks. And that is getting ugly fast.

After a massive ballistic missile and drone attack by Russia that killed 17 and injured 44 last night, Zelensky is blaming a lack of adequate drone defense munitions (like Patriot interceptors) and asking Western governments to hand more over.

But European (supposed) allies are balking at that; they know that not only will Russia’s attacks quickly deplete them and Zelensky will come asking for more, but that with drones costing a few thousand dollars while Patriots cost a few million each, “the math just ain’t mathing.”

Wars have always been contests of industry as much as armies. Today, the Russia-Ukraine war is rapidly becoming a contest of not only advancements in technology (which Ukraine has made very impressive advancements in) but of production capacity.

And the Russians know this lesson well – even when they are fighting against an enemy with superior technology, tactics, or even will, Russia can always rely on its cruel old method: throwing more people at the problem. Surging not only soldiers to the front, but workers into war factories, Russia can outproduce not only Ukraine, but much of Europe – that is where things are headed, and what Europe fears most.

(Note: in my CNI Brief from Wednesday, August 6, I wrote about Russia’s increasingly heavy-handed recruiting tactics to avoid a draft – but they are getting dangerously close to saying “f*ck it” and going full war mode. Check that story out, its interesting.)

4) The Marines are preparing for the next war with backpackable drones they can fly like video games

While much of the world debates the nature of today’s battlefield, the U.S. Marine Corps is quietly focused on tomorrow’s - integrating drones into combat in unique and creative ways.

Training with first-person-view (FPV) drones, experimenting with “drone motherships,” and integrating drone boats and vehicles for resupply of infantry operations all point toward a Marine Corps that’s trying to absorb lessons from Ukraine - before learning them the hard way itself. (Marines tend to be very experimental with combat tactics, so if they are doing this, it gives you a good sign of where the entire military’s front line combat tactics are headed.)

Contracts for American-made drone production are also growing, as the Pentagon looks to reduce dependence on foreign components (most drones are made with parts from China, but the U.S. is looking to lock down sources of critical minerals and rare earths all over the world to fix that problem. That’s a huge part of why they need to control Latin America.)

One really interesting thing about advances in battlefield technology; they rarely arrive as grand announcements of devastating new weapons like they did in WW2 and the Cold War. Today, they usually arrive in the form of dry, obscure procurement contracts.

Case in point, the $500M contract the Army just signed with Neros for its weaponized Archer drones, some which are so small they can be carried into combat on soldier’s backs. The Marines had a particularly interesting procurement contract too – they specifically sought drones that could carry munitions as small as a grenade or a mortar shell onto a target!

(I was in the Marine Corps myself, and Marines take pride in having always had to be highly combat effective with a budget that is a tiny fraction of what the well-funded Army gets, so they are particularly creative and resourceful. A neat thing about this style of drone is that it uses munitions that are already cheap, plentiful, and deployed around the world.)

Neros produces 1400 drones a week in its factory in Torrance, CA; not far from several other military aviation and tech firms, like Anduril. They are privately owned now, but keep an eye on them – they may be one of the major defense contractors of the future.

5) Fauci held in contempt by Senate; now let’s see what Trump’s DOJ does about it

Anthony Fauci is once again at the center of Washington’s political battles, after a Senate committee voted to hold him in contempt of Congress while continuing investigations into his involvement in funding risky gain-of-function virus research (in China of all places!) and his pandemic leadership, such as insisting that the entire world needed to “mask up” while privately emailing colleagues that the masks did nothing but make people feel better.

Senate investigators have also recently obtained the iPhone Fauci used while he was operating as head of NIAID and the de facto national authority on pandemic response, along with millions more government documents related to his role during this timeframe.

The contempt charge means the Senate can pass the Fauci case onto the Justice Department for actual criminal charges. But whether the DOJ under Trump does this is another matter; it should be clear now that COVID was an international Jewish mafia operation to push the transhumanism agenda, and that Trump is an agent of the same mafia, so I doubt there will be any justice here.

What’s On My Radar

• Watch whether any Hormuz agreement progresses beyond draft status, and if oil markets react to this as much or more as they do to Trump’s announcement of a “deal.” The practical details matter less than whether Gulf states decide that, by working with Iran direcly, they can solve security problems without waiting for Washington to take the lead (or for Israel to sabotage progress.)

• Watch drones, and more importantly, drone defense technology. Every procurement announcement or new battlefield adaptiation reinforces the same lesson: drones and drone defenses are fundamentally changing military doctrine, and doing it fast. And because these reach deep into enemy territory now, drone defenses will be needed not only in combat zones, but around all important infrastructure. The cost of all this will be in the trillions.

• Brazil’s elections may look like some Trump pet project that the U.S. has no business in, but what the mainstream news is ignoring is that this is part and parcel with the aggressive campaign by Zionists to take control of all of Latin America. With Brazil in the way, the Zionists will have to act more aggressively; they will either win the election, or steal it, and if that doesn’t work, they may have to pull a Venezuela.

• If Trump’s DOJ refuses to criminally charge Fauci, you know for sure they are all part of the same Jewish mafia (because Trump obviously works for the same cabal too.) My prediction: the DOJ slow-walks this until everyone forgets about it, and Fauci lives a long and happy life.

What do you guys think: will the Iran-Oman deal on Hormuz come together, or will the U.S. sabotage it (possibly at Israel’s behest) just so it can make another deal to maintain prestige?

Today’s Highlights:

• ICE is cracking down on its online critics with harassment campaigns using information taken from private surveillance firms and subpoenas/indictments

• The dramatic incursion of 60,000 Moroccans into Spain was engineered to boost a right-wing rival into power, who is (of course) pro-Israel

• Russia resorts to mafia tactics to find cannon fodder for its failing war in Ukraine, while sending its own agents out to harass online critics

• The Senate launches a “Clarity Bill” on crypto that will fast-track digital currency and reward Trump’s crypto-bro donors

Investments to watch:

• SpaceX: As I outlined in this article, SpaceX is not a “space company” - it is selling the infrastructure for the wars of the future and total surveillance of all of humanity, which the “elite” want more than anything. Currently trading at a discount.

• Palantir: Another “new world order” company, which just skyrocketed an eye-watering 29% in a single day, after its quarterly revenue doubled. Where’s that revenue come from? The US government of course, and it will only spend more.

• Oil Majors: Saudi Arabia’s Aramco (state-backed oil company) made a staggering $33B in profit in Q2, while shipping a third less oil. This is due to a surge in oil prices resulting from the Iran War; American oil companies will benefit most (as will the US petrodollar.)

Overview:

Today’s stories revolve around a familiar question: what happens when governments conclude that extraordinary times justify extraordinary powers, and start taking it - while keeping what’s really happening in the shadows?

Whether it’s immigration enforcement, wartime mobilization, financial regulation, or energy security, institutions across the globe are seizing broader authority while insisting the expansion is temporary, necessary, and ultimately for the public good. (Hmm, feels like we’ve heard that one before…)

The pattern isn’t unique to any one country. Russia is tightening pressure on military-age men as its war grinds on with mafia-like recruitment tactics. The United States is expanding digital surveillance in the name of protecting federal officers, even when they are violating laws - and harassing/charging anyone posting about it. Meanwhile in the background, Washington is moving to reshape the rules governing cryptocurrency, while oil producers quietly enjoy higher profits while selling less oil.

Each story is different. The underlying theme isn’t. Crises have a habit of expanding the powers of governments, rewarding certain industries, and reshaping institutions in ways that often outlast the emergency that justified them in the first place. That’s exactly why so many “crises” are manufactured in the first place.

And perhaps most terrifying - we are seeing that despite it’s narratives about “freedom” and “democracy,” the United States behaves no differently than so-called enemies like Russia or China when it decides its elite-engineered agenda is more important than the rights of its own citizens.

And I do anticipate all of this to get a lot worse.

1) ICE’s Digital Dragnet Keeps Expanding

The Wall Street Journal detailed how ICE has dramatically expanded its digital monitoring operation, using contractors to scan public social-media platforms around the clock for content officials believe could “disrupt agency operations.”

These private firms scan Facebook, Instagram, X, Reddit, and more looking for critics, and then hand over daily dossiers on them including their real names, locations, dates of birth, workplace, Social Security numbers, vehicle registration, and criminal reports, and known associates. In hundreds of cases, those people are then visited by ICE agents at their homes, jobs, even pulled over on the road, intimidated, and forced to sign documents acknowledging that their statements “may constitute a Federal crime.”

When they can’t get all the information they want from open sources, they will simply seek additional data from social-media companies through subpoenas. Since some companies like Reddit have pushed back on that, the government is pushing harder - now they are seeking grand jury indictments instead of just subpoenas, which hold more legal weight. (In the past, companies like Facebook have been happy to comply; they had an entire office dedicated to doing just that during the vaccination frenzy in 2021-2022.)

Civil-liberties advocates argue the practice risks suppressing protected political speech, while the government claims it’s responding to a dramatic increase in threats against personnel. But a huge part of that is a big shift in what the Trump admin considers “threats” - they have expanded the definition to include even mocking or criticizing ICE operations or agents, calling it “domestic terrorism.”

The numbers here are also staggering; in FY2024, under the Biden administration, the DHS spent $165M on private contractors to do this type of digital surveillance. The following year under Trump, that amount nearly doubled to $258M in FY2025; then starting in 2026, the DHS has spent that same amount in only a few months. (This is likely why Palantir’s revenues have surged; this is one of the government’s darlings when it comes to surveillance of American citizens.)

2) Russia resorts to mafia tactics to find cannon fodder for its failing war in Ukraine

Russia continues searching for soldiers to send to the front lines of its failed war, while doing all it can to avoid the political unpopularity of a draft. The government has increasingly relied on mafia-like recruitment tactics, with cooperation between law enforcement and military officials to keep personnel flowing toward the front.

It works like this: local law enforcement will monitor their communities looking for low-achieving young men, then harass or intimidate them into joining the military; in many cases, whistle-blowers have said this includes planting drugs on them, then threatening to charge and imprison them unless they join the military. (Interestingly, the Putin regime is heavily recruiting from prison too, promising freedom for those who survive a few months at the front - but due to shocking advancements in drone warfare, soldiers lives are measured in minutes or hours now, not months.)

In classic “plata o plomo” style (a drug cartel saying in Spanish that means “silver or lead”) the Russian government is also offering huge cash bonuses for recruits - but that jig is up, since most Russians now know they will die long before they ever see the money. So a new racket has emerged; 100,000 ruble bonuses for anyone who brings a viable recruit into a recruitment office. Clearly, that’s just open season for gangs and police to snatch young men from off the street and drop them off sufficiently beaten at a recruitment office.

History is full of governments discovering that war is easy to start, hard to sustain - and eventually, the ultimate resource that gets drained fueling these meat-grinders is human beings. Wars aren’t usually referred to as mass human-trafficking operations, but they should be - especially when defense contractors and bankers at the top are raking in fortunes in the process.

3) Immigration Surges and other Manufactured Crises Fuel a Zionist Takeover of Every Spanish-speaking Government

After the dramatic incursion of over 60,000 Moroccan’s into the Spanish enclave of Cueta, Spanish PM Pedro Sanchez is taking the heat for it. Sanchez is a left-wing leader who has taken a moderate approach toward immigration, but also is very anti-Zionist, and has presided over openly anti-Israel and anti-US positions with respect to the Iran War.

That, of course, makes him a prime target for the same Zionist takeover that has been sweeping over Latin America (which recently seized control of Colombia after decades of having anti-Zionist leadership.)

Sanchez had been hoping to find support among other European moderates; but instead his government was criticized in a group letter by 22 European countries, accusing the Spanish government of “policies that can serve as pull factors” for migration, which would then endanger the sovereignty of the rest of Europe.

This entire crisis - which was obviously engineered - is well-timed, as the nation will be having elections next year, and the Socialist party government is likely to lose control of Spain to a coalition that will include the fiercely anti-immigration Vox Party.

The leader of the Vox Party is Santiago Abascal, and wouldn’t you know it…he has expressed very pro-Trump and pro-Israel positions, including saying Hamas represents “Satanic terrorism,” that Sanchez “knows nothing of Israel’s history,” and most importantly, has come out against Spain’s recognition of Palestine.

Most interestingly, Abascal divorced his wife of eight years and then married model and influencer Lidia Bedman in 2018. (“Bedman”…in Spain? Yeah, you’re thinking what I’m thinking, and you’re probably right.)

Global Zionism remains undefeated in hijacking control of all of Latin America, and is now going for the most vocal opponent it has in Europe - Spain. Expect Spain to be taken over by a right-wing government that is openly pro-Israel soon.

Share Cato Dezorra's Substack

4) Washington Wants to Rewrite the Crypto Rulebook

The Senate recently advanced the Clarity Act, 616 pages of legislation designed to establish a “clearer regulatory framework” for digital assets, aka crypto.

The bill lays out rules for regulators to determine if a cryptocurrency is more like an investment contract, which is subject to SEC oversight; or a commodity; which would bring it into the domain of the Commodity Futures Trading Commission. (The CFTC is run by Jewish Trump lackey and crypto investor Michael Selig, who has been deploying lawfare campaigns against states attempting to regulate crypto and event betting platforms like Polymarket and Kalshi, who Trump’s sons serve as “strategic advisors” for.)

One provision would undermine the prohibition in the GENIUS Act against “stablecoin” issuers paying interest. The reason this was put into place is that Congress was concerned this would let stablecoins compete with banks for deposits, without having to abide by the same capital requirements.

The Clarity Act, on the other hand, would give a blessing to a workaround to this by allowing crypto issuers to create “rewards programs“ to customers that hold stablecoins. These could include lower-rate margin loans, trading credits, rebates on deposits, or even cash bonuses.

Stablecoin issuers make money from assets they hold to back the token, which is mainly U.S. Treasury bills and the interest they bear. The more stablecoins that people buy and hold, the more money the issuers would have to invest. Even if yields on treasuries are relatively small, stablecoin issuers such as Tether could make money on volume.

By doing this, they can not only draw money out of the banking system slowly, converting it into what will later be digital currency - but also buoy demand for U.S. Treasuries, allowing the government to “borrow” and print trillions more dollars through this fake demand!

As I’ve always maintained, the mafia that runs the world ALWAYS finds a way to get us to adopt their most sinister plans, while thinking it was our idea. While there was widespread opposition to CBDCs, this will be posed as an alternative that is not “central bank” managed, but run by the same Jewish banking mafia all the same.

They always ensnare the politicians, and outsmart the people.

5) Oil Producers Keep Winning From Instability

Saudi Aramco reported sharply higher profits of $33 billion for Q2, despite regional disruption affecting production and exports as a result of the US-Iran War. Higher oil prices more than offset lower output, while backup infrastructure like pipelines to the Red Sea helped maintain shipments.

Aramco is a public/private company, split in ownership between the Saudi government and investors. As a result, this is a huge windfall for Saudi Arabia’s government, because in the same quarter its GDP fell nearly 5%, it’s biggest drop since the pandemic. Like everywhere else, the broad economy is losing while the small number of huge corporations is getting richer than ever by doing less.

The entire world is going through a historic wealth transfer from the masses to the rich and well-connected. The good news? Aramco pays a lot of dividends. And you should see this as a sign of things to come for American oil majors too - most of the world has shifted to the U.S. for oil exports since Hormuz is still locked up.

The fact that Americans are paying double for gas is immaterial - we are powerless. (I mean…where do you think these billions in profits come from anyway?)

What’s On My Radar

Three developments deserve close attention over the next few weeks.

• First, watch how politics start to play out in Spain, and if the anti-Zionist Sanchez government falls apart. I think it will, allowing a right-wing Israel-friendly government to come to power, just like the Zionist mafia has done in all of Latin America the last two years. This could be a good bet on something like Polymarket or Kalshi (if you do that.)

• Second, keep an eye on Russia’s manpower situation, because this is a proxy for how long the war goes; if they start a draft, they will probably dramatically escalate operations with a “fuck it” mentality. Ukraine has been able to massively improve its drone operations on the battlefield and far behind the front lines, even blowing up shopping centers and packed gas stations in what is genuine state-sponsored terrorism. Russia may soon have no choice but to mobilize fully and invade Ukraine in a full-fledged war.

• Finally, watch whether Congress succeeds in moving major crypto legislation across the finish line. Trump wants this bad, so they probably will. Acts of Congress always do the opposite of what they claim to do (remember the Inflation Reduction Act? LMAO) so the Clarity Act will create more obfuscation, but probably more investment opportunities if you bet on the Jewish financial criminals and their schemes, like Tether.

What do you guys think of the situation in Spain - are you buying that this was just “mass migration due to Spain’s migrant-friendly policies” or is it part of Zionist-backed agitation toward world revolution, letting Israel commit its genocides and land grabs in peace?

Leave a comment