The Fat Pipe 08/21/26: The War Simmers, Diesel!, Black Sea Ports Closed, the Monster El Nino, and Grab Bag

I've scoured the news so you don't have to. Here are the items that most deserve your attention...

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Good News Friday: Lindell Funds Historic Ballot Recount, Gaetz Represents Royce White, US to Exit NATO?

Today's Digest covers Lindell's MN recount, Gaetz v WNBA, Trump immigration, Israel NDAA, Ukraine elections, NATO exit, Flock camera, French social media ban, Portland suit, Cherokee AI ban, Alberta referendum, and regenerative farming.

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Creak! Pop! Diesel Soars, Treasury Interventions Fail to Last, and 2027 Could Be a Very Rough Year for Food

As fast as Bessent can stick his fingers into cracks in the markets, new cracks are appearing. How much longer can this all hang together? What should investors be looking at?

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Treasury to Double Long-Bond Buybacks, Moscow Imposes Fuel Rationing, Israel Unveils Execution Facility

Today's Digest covers US debt and buybacks, costly colleges, Russian fuel caps and ERCOT surge, Iran sanctions, Israeli airstrikes and execution facility, CA's Stop Nick Shirley Act, de-banking, and Clancy's overmedication.

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BONUS CONTENT: Chris Presenting Limits at Limitless

When big changes are coming, it's not just important to be ahead of the curve, it can make the difference between success and failure. Now is definitely one of those times...

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Fauci Advisor Pleads Guilty to Conspiracy, Japanese Life Insurers Face 30 Trillion Yen in Bond Losses

Today's Digest covers Morens' guilty plea, DSA candidate win, Jeffries SCOTUS plans, Japan bond losses, Russian bank run, US Iran strategy change, ICC sanctions, Chinese oil, Iraq pipeline, MMR vaccines, Ceuta assaults, Unitree IPO, and Spirit data.

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Diesel Crack Spread Passes $100 and Iran Issues Ultimatum as SPR May Only Have Until October

Today's Digest covers U.S. diesel prices and SPR lows, Germany's gas levels, China's five-year energy plan, Iran's ultimatum, socialism polls and WNBA controversy, family costs of living, and neuron-powered data centers.

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The Fat Pipe Monday 08/17/26: Limitless, Inflation Incoming!, Schrodinger’s Strait, Russia Warns

A LOT is happenign right now with diesel prices spiking and bond yields heading higher. Here's what I've managed to scout up this weekend.

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US Forces Allies to Choose Sides on AI, Armstrong Predicts EU Breakup and Collapse of Republican Gov’t

Today's Digest covers Martin Armstrong's forecasts, US AI coalition ultimatum, Ukraine drone attack, robotic phlebotomy, BMJ paper retraction, measles in vaccinated, gut-psychopathy links, grade fabrication, and Los Alamos death investigation.

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“No Inflation” CPI Meets Screaming Heating Oil, Falling Retail Sales, and a Split Market

Soft CPI and PPI met a near-10% surge in heating oil. Retail sales declined, long rates rose, TLT hit a 19-year low, and Nasdaq outperformed a falling Dow.

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O’Keefe’s Undercover Voting Sting, Anthropic’s Epstein Controversy, and Private Credit’s Rising Red Flags

Today's Digest covers Minneapolis voter-vouching, Trump's Aramaic Zohar (Pinchas), WNBA's undefined "woman," Anthropic adviser Clark's Epstein pitch, private-credit nonaccruals, US deficit, copper squeeze, diesel crack spreads, Russian petrol lines, record disabilities, Diovan recall, and Iran joining BRICS.

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Good News Friday: State Dept Targets Birth Tourism & Sham Marriage as CMS Ends Child Gender Care

Today's Digest covers immigration crackdowns, a sex trafficking takedown, election integrity, Truth API lawsuit, CMS gender care, cell tower dumps, surveillance pricing, Oklo reactor criticality, and Corporate Transparency Act exemptions.

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The Markets Have Become Casinos

Can the markets remain irrational longer than we can make podcasts? We hope not!

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EIA Cuts Its Oil Forecast Through 2027, Mental Health Crisis Aboard the USS Lincoln, AI Answers 911 Calls

Today's Digest covers Hormuz oil and EIA forecasts, Ukraine strikes on Russian ships, Navy mental-health crisis, Lindell's primary, AI for 911, Trump's claimed Hormuz control, screwworm and gene-pigs, and European drought.

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Oil Markets Are Structurally Broken, and the Risks Are Mounting – with Mario Nawfal & Jim Puplava

Chris appears on Mario Nawfal’s show and Jim Puplava’s Financial Sense to discuss structurally broken oil markets, price suppression, depleting inventories, and rising geopolitical risks.

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