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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HHS Reduces Vaccination Schedule, Fauci Texts Warned of Miscarriages, SPR Drops Below 300 Million Barrels

Today's Digest covers Trump's childhood vaccine executive order, Canadian MAID case, Fauci texts, SPR drawdown, NVIDIA/Intel AI deals, bankruptcies, Saver's Match, Chinese spying, and record Lake Mead lows.

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The Fat Pipe Aug 10th, 2026: Trump Ready To Walk Away, Ukraine FAFO’s, “”Markets,”” Silver & Gold, & Grab Bag

Trump has zero good options left with Iran and the Strait; he's out of options and out of time. Israel says they will choose if the war is over or not. Russia has taken at least one glove off, and the Ukraine conflict has escalated to economic targets. Meanwhile, trouble brews in financial markets.

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Armstrong Warns of an EU Civil War, American Conservatives Fracture, and Bond Market Angst Sets In

Today's Digest covers EU migration unrest, New IRA threats, US-Israel policy split, Wikipedia bias, justice failures, rising bond yields, student debt, refinery strikes, Gaza peace rejection, and daylight savings harms.

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Israel Readies Iran Attack, Houthis Strike Berri Gas Plant, and Royce White Enters WNBA Draft

Today's Digest covers Israel military plans, Houthi strike and Europe energy crisis, Black Sea restrictions, glyphosate attacks, WEF pivots, Flock errors, Italy biometrics, WNBA drafts, and a German migrant school crisis.

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The ‘End’ of the Iran War, Strait of Hormuz Control, and the Yen Crisis with Mario Nawfal

Chris joins Mario Nawfal to discuss the "end" of the Iran war, Iran’s growing control of the Strait of Hormuz, collapsing oil flows, and the deepening yen crisis.

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mRNA Flu Vaccine Approved as AI Designs Viruses, US-Saudi Oil Imports Hit Zero, “Muslim NATO” Forms

Today's Digest covers the Moderna mRNA flu vaccine approval, AI-designed viruses, zero Saudi crude imports, energy stock draws, Lindsey Graham's Russia-Iran sanctions, Saudi-Turkey-Pakistan defense pact, and euro-yen intervention.

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Good News Friday: Fauci Held in Contempt, Trump Hits Birthright Citizenship, and the Flock Revolt Continues

Today's Digest covers Fauci contempt and COVID apology, birthright citizenship orders, suppressor ruling, Florida waste cuts and kids act, insider trading bill, Flock cameras, trade schools, and military food.

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Record-High Stocks and Federal Debt Square Off Against Oil, Gold and Japan

Stocks set new record highs! But so did government debt. And the Strait remains closed. Here's what comes next.

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Iran & Oman Reach Hormuz Agreement, US Shifts Nuclear Strategy, RFK Jr Axes Organ Network

Today's Digest covers an Iran-Hormuz agreement, US munitions shortages, a Leipzig drone threat, US-China-Japan military shifts, the Japan yen and copper prices, organ procurement failures, COVID vaccine warnings, and Michigan the primary.

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Saudi Aramco Q2 Oil Sales Averaged $108 per Barrel, Ukraine Out of Patriot Missiles, Yen Carry Trade Dying

Today's Digest covers Aramco's profit surge and Hormuz talks, the dying yen carry trade, France's deficit and Fitch downgrade, Kyiv missile strikes, AI wage algorithms, and San Andreas quake risks.

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Oil’s Hidden Crisis with Ken McElroy: Diesel Shortages, Vanishing Reserves and the Coming Inflation Wave

Chris joins Ken McElroy to unpack oil’s strange price swings, extreme backwardation, plunging diesel inventories, SPR drawdowns, and why cost-push inflation and a commodity bull market may be closer than most expect.

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Medicaid Fraud Costs Taxpayers $33B, US Age-Verification Bill Looms, British Council Bans British Flags

Today's Digest covers ACA Medicaid improper enrollment, Digital Age Assurance Act, Apple's Telegram removal, UK flag bans and police Ramadan observance, diesel refining and nuclear power, and microplastics.

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Analysis Predicts $8+ Diesel as Hope Dwindles for a Negotiated Settlement – What’s Happening in Ceuta?

Today's Digest covers energy shortages and Venezuela oil, Iran geopolitics and cyberattacks, Ceuta migrant crisis, Rhine drought, brain health nutrients, boron, protein restriction, and Army AI data centers.

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Fake Markets, Real Consequences

In times like these you have to widen your view, take in the big picture, and consider every possibility. Philip Pilkington has a rare set of skills and experiences to bring to the task.

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US-Japan Yen Intervention Stirs Carry-Trade Fears, Is the Fourth Turning Entering its Terminal Phase?

Today's Digest covers U.S.-Japan yen intervention risks, Fourth Turning predictions, oil inventory and SPR drops, newly approved nuclear campuses, Iran strike delay, Bill Gates' Q-clearance, higher-ed distrust, and euthanasia organ proposals.

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Triple Feature: Closed Straits, Hidden Shortages, and the Real Energy Crisis

Chris appears in three interviews examining closed straits, market manipulations masking severe oil shortages, and the real energy crisis now unfolding.

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US-Owned Drone Factory Hit by Russia, Water Systems Hit by Cyberattack, Migrants Swarm (and Exit) Spain

Today's Digest covers Minnesota water cyberattacks, Iranian false-flag tanker claims, US Iraq pullout, Russian Kyiv drone factory hit, Ceuta migrant surge, US debt trap risks, diesel shortages, and AI breaches.

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