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Trump Triggers Massive Leftist Hypocrisy On ‘Transgenderism’

Trump Triggers Massive Leftist Hypocrisy On ‘Transgenderism’

Authored by Andrea Widburg via AmericanThink.com,

When Trump cracked a Dylan Mulvaney joke at the White House Correspondents’ Dinner, he must have known what would ensue.

Dylan Mulvaney burst onto the national scene in 2022 with his “Journey to Girlhood” video series, which culminated in his becoming a full-fledged “trans woman.” Democrats assured us Mulvaney was the real thing: a beautiful woman. That’s why it’s so funny to see them react hysterically to a joke Trump cracked at the White House Correspondents’ Dinner comparing CNN’s Kaitlan Collins to Dylan Mulvaney.

Mulvaney’s public “trans” journey started with his video diary showing his “transition” to being a girl. Speaking as a girl, they were grotesque parodies of what girls do, but they certainly got him attention. Here are just some examples:

Dylan’s self-promotion worked, and soon he was getting major ad campaigns, including the one that broke Budweiser:

If you’re detail-oriented, you probably noticed that the petite, emaciated Dylan, never the most manly of men (and you have to feel sorry for him about that, because it must have made his childhood very hard and probably explains his gender dysphoria), is looking increasingly feminine as time goes by.

That’s thanks to the miracles of modern medicine. Mulvaney used his ad revenue to get:

  • Hairline advancement

  • Brow bone shave

  • Rhinoplasty

  • Minor cheek enhancement

  • Lip lift

  • Jaw shave

  • Chin reduction

  • Tracheal shave (Adam’s apple reduction)

  • A boob job

Mulvaney does not seem to have castrated himself, although maybe he’s keeping that surgery private…or maybe he’s still attached to his privates.

Be that as it may, when you add good makeup and lighting to his naturally effeminate bone structure, augmented by lots of surgery, Mulvaney’s face allows him to pass for a very attractive woman:

Leftists certainly thought so, for they told us that anyone who mocked Mulvaney’s obvious femininity was a revolting transphobe.

  • Buzzfeed reported approvingly on Mulvaney’s identifying himself as a beautiful woman, and rammed the message home with multiple glamour shots of Mulvaney’s heavily made-up, flat-chested, hipless womanliness.

  • Teen Vogue assured its malleable young readers that anyone mocking Mulvaney’s feminine charms was “transphobic.”

  • Ulta Beauty featured Mulvaney in its “The Beauty of…” official podcast, and Them derided as a transphobe anyone who dared question Mulvaney’s femininity. (Ulta has hidden the video.)

  • Entertainment Weekly approvingly quoted Lady Gaga, who said that anyone who dared deny Mulvaney’s status as a woman after viewing a glamour shot of the two of them was engaged in “transphobic ‘degradation’.”

You get the point: The entire Democrat establishment spoke with a single voice to say that so-called “trans women” are women and that Dylan Mulvaney was among the more beautiful of this unicornly unique species.

And then there’s CNN’s Kaitlan Collins, who has never denied her biological womanhood:

CaseyJNewell photograph. CC BY-SA 4.0.

She’s a nice-looking woman on the outside – and a stone-cold leftist on the inside, with all that flows from that description.

The third player in this three-act comedy is President Trump, who must surely have known exactly what would follow when he cracked this little joke at the White House Correspondents’ Dinner. He told the joke very badly, but it still landed in the way I am sure he intended.

What’s so darn funny is that the Democrats weren’t angry at Trump for claiming that Collins didn’t deserve an award. Instead, what outraged them was the insult Trump offered her by comparing her to Dylan Mulvaney – the same man they once insisted was the avatar of American Womanhood:

Did they just say that it’s an insult to liken a woman to a so-called trans woman? Were they implying that Mulvaney isn’t beautiful and glamorous and that it demeaned Collins to contend that Mulvaney is her doppelganger? Alternatively, if I read The Advocate tweet correctly, it was a huge insult to Mulvaney to compare the two! Apparently, he outwomans Kaitlan in style and beauty.

And did they just get called out on their hypocrisy in a big way? Why yes, and at least on X, people were delighted to point that out:

One of the important things to remember about Democrats is that they know they’re lying. And one of the brilliant things about Trump is that, in true Alinsky fashion, he goads them into revealing that fact.

Image created using AI.

Tyler Durden
Sun, 07/26/2026 – 21:00

Demand For “Squatter King Removal” Erupts As Maryland’s Left-Wing Housing Utopia Backfires

Demand For “Squatter King Removal” Erupts As Maryland’s Left-Wing Housing Utopia Backfires

A Baltimore-area contractor operating under the names “Squatter King Removal” and/or “Eviction King” has emerged as one of the premier, go-to property recovery services. This reflects a growing enforcement gap in Maryland, a one-party-ruled state controlled by the Democratic Party.

Years of expanding tenant protections and slow civil court procedures have weakened landlords’ ability to regain possession quickly, creating an opening for organized squatter gangs who use fraudulent leases to occupy properties throughout the Baltimore metro area.

Fox Baltimore reporter Gary Collins interviewed Sanchez Deandre “Mikey” Lewis, who has built a business removing squatters.

Mikey, also known on the street as “Eviction King,” charges landlords about $2,000 for his service, which includes removing doors and windows, towing vehicles, and restricting access in a full-blown pressure campaign against occupants.

Collins spoke with Mikey, who calls his team the “Wolf Pack” because its members swarm properties and wage an asymmetric pressure campaign designed to compel suspected squatters to leave – without assaulting or physically removing the occupants.

Police said we can’t remove somebody, so lawfully, the only thing we can do is what we could do,” Mikey said.

Collins explained, “The tactics occupy a legally precarious space. Maryland generally requires property owners seeking to remove unauthorized occupants to use the courts, including wrongful-detainer proceedings. Self-help measures can carry legal risks, particularly when an occupant claims to be a legitimate tenant.”

Because of Collins’ previous reporting on squatting rings running amok across crime-ridden Baltimore over the last year, left-wing Gov. Wes Moore has been forced to acknowledge the chaos for landlords and introduce bills that target squatting rings.

Fox Baltimore explains just how bad squatting has gotten in the Baltimore area:

Spotlight on Maryland’s investigation found that homeowners and neighbors often faced a legal maze after unauthorized occupants claimed tenancy rights, while those purportedly profiting from breaking in and selling fake leases benefited.

In one Baltimore incident, University of Maryland School of Medicine professor Ze Wang said he returned from winter break to find strangers unloading belongings into his home and showing police what he said was a fake lease.

Full Report Here:

The bigger issue here is that none of this should be happening. Yet it is unfolding in a state plagued by one-party Democratic rule that has steadily weakened protections for landlords and property owners. The squatting crisis is only one symptom.

Maryland’s decline is ultimately a political failure. Baltimore risks losing its standing as a major American city and becoming little more than a diminished regional town. Unless the state’s left-wing governing framework changes, Maryland faces a worsening fiscal crisis, continued population flight and further erosion of its tax base.

Total Population Collapse Under Left-Wing Regime 

What is unfolding is the slow-motion economic implosion of a state as a left-wing political regime steers Maryland toward a fiscal and economic iceberg, raising the question of whether the destruction is the result of incompetence or deliberate policy.

The city’s tax base has collapsed. Use this as a case study showing that the party of socialists destroys, not builds.

Tyler Durden
Sun, 07/26/2026 – 20:25

“Don’t Flock Me”: Massie Readies Bill To Yank Federal Cash From Cities And Police Departments Running Flock Cameras

“Don’t Flock Me”: Massie Readies Bill To Yank Federal Cash From Cities And Police Departments Running Flock Cameras

On Saturday, Rep. Thomas Massie (R-KY) announced he’ll soon sponsor “a bill to withhold federal money from municipalities and police departments” that deploy Flock-style cameras to surveil law-abiding citizens. He attached a Gadsden flag parody: a coiled rattlesnake wrapped around an automated license plate reader on a pole, over the words “don’t flock me.”

Rather than regulating or litigating the cameras, Massie’s bill would cut off federal funding to every city and police department that installs them. Flock’s business model runs on local government contracts across roughly 6,000 communities, so a funding-withholding bill aims directly at its customer base.

Third Strike In A Week

Massie’s bill is the third Republican move against Flock in a matter of days.

On July 21, Rep. Tim Burchett (R-TN) filed H.R. 9800, the Protection Against Mass Surveillance Act, which would bar federal agencies from purchasing, funding, or accessing automated license plate readers – Flock is named explicitly – along with biometric tracking tech covering fingerprints, iris, voice, and gait. Any data a federal agency obtained would have to be deleted within 30 days and would be inadmissible in court. Burchett’s pitch: “We gotta ban these dadgum things.”

Earlier this month, Rep. Scott Perry (R-PA) tried to attach an amendment restricting the readers in committee. It failed, and Perry responded that the fight wasn’t over: “STOP THE FLOCK.”

In April, Massie teamed with Rep. Lauren Boebert (R-CO) on the Surveillance Accountability Act, which would require a probable-cause warrant before federal or local agencies surveil Americans, ban warrantless facial recognition in public spaces, block the government from buying its way around the Fourth Amendment via third-party data brokers, and make individual federal employees personally suable for violations. Boebert’s framing: the government is building a “digital footprint of your entire life” without a warrant or probable cause.

The Company That Swears It Isn’t Tracking You

Flock Safety is the Atlanta company, founded in 2017, whose cameras photograph every passing vehicle and log not just the plate but the “vehicle fingerprint” – make, model, color, dents, roof racks, bumper stickers – into a searchable national network queried by thousands of law enforcement agencies. The install base has now crossed 100,000 cameras, a rollout ZeroHedge has chronicled as the economics of the surveillance state: one quiet law enforcement contract at a time until the country was blanketed.

Last September we noted the coming collision between the license-plate-reader gold rush and the public. Fast forward to June of this year, security researcher Benn Jordan found dozens of Flock cameras streaming publicly, documented AI features that zoom in on and follow individual people, and showed that plotting the stored data amounts to putting a month-long GPS tracker on a car. Flock’s response has been that the system captures discrete points in time rather than “tracking” anyone, though those points can be plotted on a map to reconstruct movements.

Audit logs reviewed by journalists and officials showed local police running searches on behalf of federal agencies, with reasons entered as “ICE” or “immigration” – roughly 4,000 immigration-related lookups through a system whose vendor publishes a blog titled “Does Flock Share Data With ICE? No.” The ACLU’s assessment of that post: the company knew ICE had indirect access the whole time. A Texas police department used the network to search across state lines – including Washington state – for a woman who had an abortion. A San Francisco class action alleges out-of-state and federal agencies – ICE, CBP, FBI, ATF – queried that one city’s cameras more than 1.6 million times in seven months. A Dayton audit turned up 7,000 immigration searches by outside agencies; an Illinois audit stripped access from 47 agencies; small towns discovered the ATF, the Air Force, and the GSA Inspector General rummaging through their feeds.

The system also misfires. As we noted last week, automotive journalist Joel Feder and his wife were boxed in by Minnesota officers with hands on their weapons and patted down in a parking lot after Flock’s system flagged a press vehicle’s manufacturer plate off a flawed partial match. Flock’s response was that the cameras performed as designed.

The Exodus – And The Counterattack

Cities are canceling. Estimates run from 30 to more than 50 depending on the count: Santa Cruz, Mountain View, South Pasadena, Evanston, Oak Park. Denver removed all 110 of its cameras when its contract expired in March. Oshkosh rescinded its contract one day after approving it, after the police chief found Flock had misrepresented its heat-map tracking capabilities to the city council. This month the LAPD let its contract lapse. Meanwhile the crowdsourced DeFlock project has mapped more than 76,000 camera locations, and a parallel campaign of unsanctioned camera removals that ZeroHedge has covered extensively keeps making local news.

Flock has defended itself – insisting that its network helps solve roughly 700,000 crimes a year, and points to genuine wins – including helping track the Brown University shooting suspect in December. Flock also says new contracts outpace cancellations, with nearly 800 fresh city deals in 2026 and a network bigger than ever. In January it added a “Federal Sharing” kill switch to its admin settings, which critics call an admission that the default had been leaking all along.

Why This One Might Bite

Every federal attempt against Flock so far has failed – Perry’s amendment died in committee, and neither the Burchett nor the Massie-Boebert bill has advanced. The opposing coalition is unusual: the left objects to ICE access to local cameras, the right objects to warrantless dragnet tracking of every driver, and the AP notes it is one of the few issues on which a divided country has found common ground. As the Rutherford Institute’s John and Natasha Whitehead wrote earlier this month, the danger isn’t the camera but the AI layer that turns a photograph of a car into the building blocks of a suspect society – an “electronic concentration camp” assembled one pole at a time.

Regarding Massie’s bill – we want to know: which federal grant streams get cut, how “surveilling law-abiding citizens” is defined – any Flock deployment, or only warrantless dragnet use – and whether House leadership gives it floor time. Text is expected in the coming weeks.

Tyler Durden
Sun, 07/26/2026 – 19:15

Fauci Files: A Megalomaniacal Egomaniac Milking Covid For Everything It’s Worth

Fauci Files: A Megalomaniacal Egomaniac Milking Covid For Everything It’s Worth

Authored by Tom Elliott via Substack,

On May 28, 2021, Anthony Fauci learned that the Department of Health and Human Services would refer EcoHealth Alliance – the New York nonprofit that had routed NIAID money to the Wuhan Institute of Virology – to its inspector general. That night he wrote in his diary:

“I am certain that there will be some deficiencies that the IG will find as is always the case with IG audits. Certainly, whatever they find it will be misconstrued by those who want to make a case for our involvement in the outbreak. I am starting to feel that it is important for me to write an editorial or an opinion piece giving our side of the story.” (p. 753)

Our involvement in the outbreak. Followed closely by a plan to get out in front of it.

That instinct – get ahead of it, control the story, decide what the public needs to believe and then saturate every channel with it – is the organizing principle of these documents. It shows up in the origins fight. It shows up in masks, transmissibility, and boosters. It shows up in how he handled the people who disagreed with him. And it shows up, most revealingly, in what he chose to write down.

What was released

On July 24, Senator Rand Paul’s committee published two documents that have not been reported in any depth.

The first is Fauci’s personal diary, 1,141 pages, running from late 2019 through his retirement in December 2022. It is partly a journal and overwhelmingly a scrapbook: he pasted hundreds of articles about himself into it, frequently in full.

The second is 136 pages of internal email about his awards – nominations, ethics clearances, and the disposition of prize money.

Fauci does not date the composition of his entries, so we cannot always distinguish what was typed the same evening from what was assembled later. Page numbers refer to the released PDFs.

I. What they thought at the start

Page 13 of the diary covers two important events from January 31, 2020.

The first is that Fauci is handed the mic to serve as Covid’s point person. He writes:

“White House is now fully convinced that I be the science/health spokesperson for the USG. Bob Redfield just does not come across very weel. He takes forever to say something and it is usually wondering. This drives the WH and HHS comms people crazy and so they are putting me out on all the requests.”

The director of the CDC was not sidelined for being wrong, but for being slow on camera. The selection criterion was not who’s the most credible scientist, but who performs best on TV.

Redfield’s own account of that period, given under oath in 2023, is worth recalling. Asked why he had been excluded from the origins discussions, he pointed to ideological differences: “Because it was told to me that they wanted a single narrative, and that I obviously had a different point of view.”

The second thing happens after he gets back to his office. Jeremy Farrar of the Wellcome Trust calls, sounding “very concerned,” with Kristian Andersen of Scripps conferenced in and Eddie Holmes in the background from Sydney. Fauci writes down what they told him:

“The people on the phone felt that the mutations around the furine cleavage site of the spike protein could not have occurred naturally since it would require an evolutionary ‘jump’ that they found nowhere in bat isolates.”

Deliberate insertion, they said, followed by release – accidental release being the most likely.

The next day Fauci convened a larger call of twelve experts in epidemiology. His entry characterizing it (p. 14) is the probably the single most consequential paragraph in the whole diary. There was “not total agreement about the likelihood of deliberate insertion,” he writes. Ron Fouchier was certain it could have arisen naturally and said they shouldn’t waste time. Christian Drosten agreed with Fouchier. And then, in Fauci’s own words:

the rest felt that deliberate insertion was possible.

Ten of twelve thought it must be manmade. And he admits the person driving the zoonotic theory perspective, Ron Fouchier, was “expected of him since he was the original GOF [gain of function] person with Yoshi Kawaoka.”

II. What happened next

Three days later, four of the scientists from that call were circulating a draft arguing the opposite. “The Proximal Origin of SARS-CoV-2” appeared in Nature Medicine on March 17, concluding that the virus was not a laboratory construct. Andersen told the journal in his cover note that the paper had been prompted by Fauci and Francis Collins. Drafts went to both men before publication. Fauci’s reply to Andersen: “Nice job on the paper.”

Two months after Proximal Origin published – Fauci’s institute approves an $8.9 million grant for Andersen.

On April 16, Collins wrote to Fauci asking whether NIH could help “put down this very destructive conspiracy.” The following day, Fauci cited Proximal Origin from the White House briefing room podium – the most watched platform on earth at that moment.

Three weeks after that, on May 4, 2020, he told National Geographic that the evidence was “very, very strongly leaning toward this could not have been artificially or deliberately manipulated,” citing “a number of very qualified evolutionary biologists.”

The doubt referenced in his diary never reached the public.

And his account of that February call has never stopped changing.

A June 7, 2021 diary entry (p. 767), recounting the same meeting: “About half of the people felt that this was possibly a constructed virus and the other half were convinced that this was a natural occurrence.”

In a June 3, 2024 sworn opening statement to the House Select Subcommittee, Fauci said he joined a call with about a dozen international virologists, that the discussion was “lively, with arguments for both possibilities,” and that after further examination several who had been concerned about lab manipulation became convinced the virus was not deliberately manipulated.

The June 2021 retelling contains another problem: he says “a few weeks later” Andersen and colleagues re-examined the data and concluded natural origin. The draft was circulating on February 4 – three days after the call. The June 2021 entry shows how he’s trying to mould history into something different for posterity.

III. Habit becomes routine

Origins is where this pattern is most consequential, but it is not where it started or where it stopped. The diary shows the same strategy applied to every contested question of the pandemic: decide what the public needs to believe, then flood the zone.

Consider masks. Fauci’s public reversal in the spring of 2020 is well known, and he has explained it as a response to shortages and to emerging evidence on asymptomatic spread (p. 375). But watch what happens when the question comes back around in February 2021, when he begins pushing double-masking (p. 619):

“CDC starting to do practical things that I have actually been pushing for some time. For example: Wearing 2 masks could be better than just one. They did a dummy study and showed that a cloth mask over a surgical mask actually gives a more complete fit and keeps out aerosols.”

Note the order of operations: He had been pushing it “for some time,” the evidence arrives afterward, and the evidence is a mannequin. That is the entire evidentiary basis for double-masking in a 1,141-page diary kept by the government’s chief spokesman on the subject during the month he was urging 330 million people to adopt it.

We see every time Fauci is turned to for guidance, he makes bold proclamations without feeling burdened to verify any scientific basis. We see it in the numbers.

Across 1,141 pages by the nation’s senior infectious disease official during the largest public health event in a century, here is how often certain terms appear.

Never once: “peer review.” “Meta-analysis.” “Risk-benefit.” “Learning loss.” “Mental health.”

Once: “N95.” “Seroprevalence.” “Cost-benefit.”

Twice: “Cloth mask.” “School closure.” “Natural immunity.”

Against which:

  • “Award” – 80
  • “Hero” – 49
  • “Instagram” – 36
  • “Bobblehead” – 23
  • “Selfie” – 19
  • Entries headed “PRESS:” – 641

The question of whether prior infection conferred meaningful protection – the question underpinning the vaccine mandates that cost people their jobs – is never worked through anywhere in these pages. It appears twice, both times as an attack to be repelled.

IV. The flex

What the diary contains instead of evidentiary reasoning is an extraordinarily detailed record of influence.

March 15, 2020: Fauci records calling Bill de Blasio and convincing him to close New York City’s schools, then telling him he should close the bars and restaurants, too – de Blasio “said that he would base this on my recommendation.” He records a parallel call with Ann O’Leary, Gavin Newsom’s chief of staff, who tells him that based on his television appearances, California will close its schools, bars, and restaurants. He records walking out of the White House to drivers honking their thanks. The next morning, federal guidelines emerge “that reflected my pushing for a more aggressive mitigation 15 day strategy.”

So here we have Fauci humble bragging about shutting down the largest city and state in the country, via leverage that was entirely a function of being the man Gov. Newsom & Mayor de Blasio watched on TV.

His impact extended beyond the continental United States. Israeli Prime Minister Naftali Bennett requested a Zoom to secure Fauci’s “opinion and ultimate support” for Israel’s booster program, recorded it for his own Instagram, and asked for Fauci’s cell number so he could “intermittently call me for advice”; with State Department approval, Fauci gave it (p. 830). The presidents of Ecuador and Chile called. So did health ministers in Brazil, Gabon, Israel, and Quebec.

The MLB commissioner wanted guidance on spring training; the NHL players’ union wanted projections (p. 507). Bill Gates had a standing biweekly slot. Coach K, on a podcast, called him “the point guard for the world,” and Fauci wrote it down (p. 83).

Then there is the CDC, which he seemed to be furtively running through his cellphone.

May 13, 2021: Rochelle Walensky calls to say she is changing the mask guidance for vaccinated Americans. Fauci: “She will take my advice … I’m very pleased that she listened to me.” Then the tell – “The radical right-wing maniacs who blamed me for the rigidity of the CDC recommendations will probably not realize at all that it was me that triggered this change” (p. 736).

September 2021: the CDC’s independent vaccine advisory committee votes 9-6 against the booster recommendation the White House wants. Fauci, the White House’s Jeff Zients, Surgeon General Vivek Murthy, and Leslie Dach – a Democratic operative who founded the advocacy group Protect Our Care – work the phones. Fauci texts Walensky and, in his own words, “begged her to override” the vote. She calls back at 11:25 p.m.; he misses it; they speak at 5:40 a.m. His entry: “Alas! Rochelle listened to me. She overruled the recommendation of the ACIP.” He congratulates her on finally showing “clear leadership” (pp. 883-884, 887).

So, Zients had been calling him “multiple times per day asking me to continue to mentor Rochelle such that the CDC/ACIP does not veer too far off the FDA recommendations and our ultimate intent” (p. 880).

We can only guess what their “ultimate intent” is, but recall the context is loosening rules for those who’ve agreed to be vaccinated.

In January 2021, Zients called Fauci at dinner “asking for a favor” – a Politico reporter was preparing a story that Biden was unhappy with his COVID team, and Zients wanted Fauci to go on background and say otherwise. “I told Jeff that I would of course be happy to do this,” Fauci wrote (p. 580). The next day: “I convinced them that the Biden team is a good team.” In March, Zients wanted him “comfortable with” the CDC’s forthcoming guidance for vaccinated people; Fauci reviewed it, decided the agency had loaded it with qualifiers, and “edited their document some what.” Without a hint of irony, Fauci then adds: “Jeff was very sensitive in not having the White House interfere” (p. 642).

Here we have three nominally independent agencies, a White House coordination office, and a party-aligned outside operative, converging by telephone on predetermined outcomes, with the advisory committee that voted the other way treated as an obstacle to be routed around. This is the structure that enabled them to steamroll actual, data-driven scientists.

V. Threats to the structure

Real science requires dissent. But to Fauci, who once infamously likened himself to science itself, treated dissent as a danger to his entire enterprise.

Scott Atlas, the Stanford radiologist Trump brought onto the task force, generated an October 2020 email in which Fauci formally demanded his removal “from the Task Force and quite frankly from the White House itself” (p. 388). Days earlier, Fauci had recorded a meeting between Alex Azar and “Atlas and his 3 stooges” – Drs. Jay Bhattacharya of Stanford, Sunetra Gupta of Oxford, and Martin Kulldorff of Harvard (p. 390) – a week before those three published the Great Barrington Declaration. After a Good Morning America appearance that month, Fauci, trying to squelch these burgeoning critiques, congratulates himself: “I blew away the Great Barrington Declaration” (p. 406).

Richard Ebright, the Rutgers microbiologist who has been the most persistent scientific critic of NIAID’s gain-of-function portfolio, is “truly an asshole” (p. 834); then a man pushing lab-leak because he “wants to be somebody” (p. 888); then “this complete idiot” whom Fauci resolves to handle in his memoir “since he really is a horrible person” (p. 906). In the same passage he writes that he is “terribly disappointed” in virologists Jesse Bloom and David Relman and believes they are “pushing for and even hoping that this was a lab leak.”

Then April 2021 (p. 695), David Morens has told Fauci that people are trying to “bring me down.” Fauci takes umbrage that these critics have received funds from the agency he was running: “It is my suspicion that some of these so-called NIAID grantees are Imperiale and Rich Ebright.”

He notes that both have publicly claimed he would cut their funding for criticizing him, calls that preposterous – then closes the entry: “Let us see if in fact these are the villains.”

You can only imagine him as Inspector Gadget gently stroking his cat as he typed those words.

VI. Fauci’s colleagues, the press

The most revealing aspect of these pages are how Fauci worked with compliant “journalists” to shape media narratives. On July 26, 2020, while watching Brett Giroir – the assistant secretary for health and a fellow member of the White House task force – be interviewed on CNN’s State of the Union, Fauci writes that Giroir was “talking bullshit about testing with Jake pressing him.” Then (p. 263): “I gave Jake some questions to ask him.”

So, a senior federal official is trying to undermine a rival federal official, using a CNN anchor as his conduit.

The diary records CBS’s chief medical correspondent, Jon LaPook, emailing Fauci over a weekend “to prep him for his interview” before going on air, then cited Fauci repeatedly during it (p. 2). LaPook later produced the admiring 60 Minutes profile Fauci credits with driving Trump “over the edge.”

Fauci even got stories killed, at least according to his telling: In January 2020, the Washington Post’s Lena Sun called to check a tip that Beijing had leaned on the WHO’s director-general to delay declaring an emergency; Fauci told her it was nonsense and wrote, “I probably stopped her from writing the story” – noting that Sun had come to him because he is “in all the important meetings” (p. 7).

Members of the corporate media make many embarrassing cameos in these pages: Jake Tapper sends Fauci a text making fun Laura Ingraham’s intelligence (p. 113) and twice hosts Fauci for dinner at their family home (p. 420); George Stephanopoulos texts after an interview, “Thank you, Tony. So impressive” (p. 264); Andrea Mitchell calls his cell, apologetic, having assumed he had declined her show rather than been blocked from it (p. 235); Jimmy Kimmel writes his TIME 100 citation in the year he was ranked first among “Leaders,” another puff piece he saves for his scrapbook (p. 357).

The pattern becomes easy enough to understand: He supplied access and the guise of expertise, they supplied a platform and a halo, and the arrangement was load-bearing enough that when a reporter got a genuinely hard tip about the WHO and China, she brought it to him before she wrote it.

VII. The scrapbook

Which brings us to what the diary mostly is: 641 entries in these pages are labeled “PRESS:” – lists of the day’s media appearances, often a dozen at a time, frequently followed by the articles themselves transcribed in full. A senior scientist’s pandemic journal turns out to be, by volume, a clipping service devoted to his favorite subject: himself.

The tone of what he preserved is worth registering. He kept the Washington Post column comparing a Rand Paul cross-examination of him to “watching Albert Einstein being disputed by his dry cleaner.” He kept the Joan Baez portrait and her calling him an American hero (p. 292). He kept the cookies from Joe and Jill Biden with the note “You are our hero” (p. 175), and Julia Roberts gasping on an Instagram livestream that he was her personal hero, and Marian Wright Edelman calling him “a true national treasure” (p. 1113), and Beth Cameron of the NSC texting that he was her hero for what he did with Rand Paul (p. 815).

By my count he records someone calling him a hero at least 10 times across three years.

He recorded a standing ovation he could not see because he was attending by Zoom, noting in the same passage that it would be his 58th honorary doctorate and that Holy Cross was naming a science complex after him (p. 951). He recorded a Seattle Mariners crowd’s ovation three separate times in one entry – claiming his opening pitch was “perfect” – alongside a complaint that the Washington Examiner had reported some fans booing (p. 1,020). He recorded being “totally mobbed by my colleagues wanting selfies. I must have done at least 100 (no exaggerating!)” (p. 1084). When the Infectious Diseases Society of America established a perpetual Anthony S. Fauci Prize, he transcribed the entire citation (p. 1086).

And then there is the second document Sen. Paul’s office released, which shows that a good deal of this was not happening to him. Our tax dollars were helping arrange it.

In October 2018 – 14 months before any of this – Barton Haynes of Duke nominated Fauci for the Shaw Prize. Fauci wrote back the same day (Awards, p. 2):

“Thanks, Bart. There is another one that looks possible for me if you are willing to do it. As usual, I will supply all of the material. It is the Dan David Prize.”

As usual? Four days later he pitched a third and wrote the strategy himself (p. 4): the Heinz Award, category “The Human Condition,” using the PEPFAR record – “We obviously will take care of all of that on my end.” He coached Haynes through qualifying as a nominator, noting the “minor glitch” that the Heinz people require a CV first “because they do not want just anyone nominating anyone.” He tracked prize calendars like a portfolio, telling Haynes to stand down on the Dan David until “medicine/science returns as a theme” (p. 5). He collected it two years later.

The Dan David Prize – $1 million, headquartered at Tel Aviv University – announced Fauci as its 2021 public health laureate on February 15, citing his “courageously defending science in the face of uninformed opposition.” None of the coverage mentioned that the nomination pipeline had been running since 2018 with the laureate supplying the materials.

Every message in the awards file copies NIAID staff, who assembled packages, chased clearances, and eventually arranged a wire transfer. NIH’s ethics counsel was described by her own superior as playing “the seminal role in assembling of the award packages” (p. 19). (Which sounds like the opposite thing an ethics counsel should be doing.) That superior was Lawrence Tabak, then NIH’s principal deputy director, who personally wrote to HHS General Counsel arguing across several pages that Fauci should be allowed to keep the $40,000 attached to a National Academy of Medicine award – invoking the Academy’s 1863 charter, a 1997 amendment to the Federal Advisory Committee Act, and a Congressional Research Service report (p. 30). Days earlier Tabak had written to Fauci about the delays: “my goal is to support you in the strongest possible way” (p. 18).

When the Dan David Prize cleared on April 9, 2021, the internal traffic was preserved (pp. 120-121). Arthur Bennett: “At last!!!!!!!” Patricia Conrad, forwarding to Fauci: “Congratulations….you’re rich!” Greg Folkers: “I want my 15%.”

We know the sum to the penny because Fauci corrected his own financial disclosure the following spring (p. 135): “The Dan David prize that was deposited in my bank account was $899,960.00, not $901,400.”

Technically soliciting one’s own nomination is not illegal, and in elite science it is not even unusual – most major prizes require a qualified nominator. But here we have some pretty well-scaled machinery: a federal agency’s staff and the NIH’s chief ethics counsel running a standing campaign, a legal argument built at the deputy-director level so a cash prize could be retained, and roughly $900,000 landing in the personal account of a sitting official who had arranged the nomination that produced it.

The final verdict

These two document dumps go a long way helping us understand how the sausage is made.

The White House needed a face that performed well under lights; governors needed cover for decisions they had half-made and took it from a man whose authority came from TV hits rather than peer-reviewed studies; a press corps needed access and a protagonist and traded a halo for both; a White House coordination office needed a scientist willing to serve as an anonymous source, edit another agency’s guidance, and lean on another agency’s director when her experts voted wrong. Foreign leaders needed the imprimatur of Official Science on a phone call. NIH’s own leadership needed the world’s most famous scientist happy, and built him the legal argument to keep his bank account flush.

And Anthony Fauci got the largest edifice of public esteem ever assembled around an American civil servant – much of which, it turns out, he had personally arranged the scaffolding for, starting 14 months before the first case of Covid.

Fauci’s blast zone was wide: On a public told that guidance was science when the diary records it as message discipline and mannequin studies; on three highly credentialed academic epidemiologists who found themselves recorded as stooges; on a CDC director cut out of briefings on her own agency’s guidelines; on an advisory committee whose 9-6 vote was reversed by telephone before dawn; on international agencies leaning on U.S. officials for guidance, on everyone who lost a job over a mandate …

The story began with Fauci acknowledging his own panel of experts virtually unanimously agreed Covid was manmade, before shifting to the elaborate effort put into convincing the world otherwise. Throughout it all, we see little discussion or concern about the humanitarian impact of anything they’re doing. Instead we see a craven egomaniac milking it for all it’s worth.

* * *

Both documents are public at paul.senate.gov: the diary at 1,141 pages, the awards correspondence at 136. Page citations refer to the PDFs as released; word counts are raw string searches of the extracted text and include pasted press. Quotations preserve original spelling. Dr. Fauci’s representatives were contacted for comment.

Tyler Durden
Sun, 07/26/2026 – 18:20

Money Issues, Paranoia, And A Hurled Phone: Blistering Reports Detail Ken Martin’s Collapsing DNC

Money Issues, Paranoia, And A Hurled Phone: Blistering Reports Detail Ken Martin’s Collapsing DNC

The Democratic National Committee is running on fumes, and chairman Ken Martin is headed for a full-blown mental breakdown, according to a pair of blistering reports.

A New York Times report published Sunday revealed that the committee is $2 million in the hole and begging vendors to sit on their invoices until after the midterms.

The DNC quietly put the Southeast Washington building up as collateral last year to land a $15 million line of credit and bankroll off-year races, according to DC deed records not previously reported, according to NOTUS. The party has pawned the property, which it only partially owns, in past cycles. But going back to the well ahead of 2026 for the biggest off-year loan in committee history set off alarms among members who saw it as one more flashing red light.

“Ken gaslighting us about the DNC’s finances and not being transparent about the financial situation makes us doubt if he can oversee the DNC during the most important primary of our lifetime,” an unnamed DNC member told NOTUS.

The Republican National Committee is sitting on $128.5 million, and President Trump’s main super PAC, MAGA Inc., closed out June with roughly $400 million in the bank.

The DNC has downplayed the alarm. Roger Lau, the committee’s executive director, told the Times that the request for vendors to hold their invoices was “nothing more than standard negotiations with vendors over contracts and payment processes.”

Meanwhile, the pressure mounting on Martin is showing, according to the Times:

In a pique of frustration in early July, he threw his phone at the desk of a junior aide while upbraiding the person. The phone-tossing incident resulted in a formal complaint to the D.N.C.’s human resources department.

The fallout from the phone-throwing episode was described by half a dozen people familiar with the incident, who spoke on the condition of anonymity because they were not authorized to discuss internal party matters. None of them witnessed the encounter, and there was some dispute over how aggressively the phone was tossed. Mr. Martin was said to have thrown the phone at the desk, rather than at the aide.

Unsurprisingly, the DNC refused to comment on the incident.

To make matters worse, Martin has reportedly developed a “growing sense of paranoia” about a possible push to dump him and is “paralyzed by the idea of leaks.”

It pisses me off when I see leaks out of this building,” Martin lamented during a meeting in May. “No more of that shit. No more.

“My success is your success,” he added. “So the weaker I am, the weaker all of you are.”

Tyler Durden
Sun, 07/26/2026 – 16:55

The AI Capex Bill Comes Due

The AI Capex Bill Comes Due

Authored by Lance Roberts via RealInvestmentAdvice.com,

The S&P 500 spent most of the year riding above its 50-day moving average, and we have warned for the last couple of weeks that a break lower would be worth paying attention to. That break occurred on Thursday, as the index closed the week at 7,411.98, roughly 0.8% below the 50-DMA at 7,467, marking its first decisive break below that line in months.

Momentum has clearly rolled over. The 14-day RSI sits in the mid-40s, below the neutral 50 line but not yet oversold, suggesting there is room for further downside before the tape gets stretched. The MACD agrees with the signal line crossing bearish about a week ago, and the histogram keeps widening to the downside. This is what the early innings of a pullback look like, not the middle or the end.

One encouraging detail sits beneath the surface. The tight link between the hyperscalers and the semiconductors has broken down, and the chip complex actually held up on the week, even as the megacaps were sold. Decliners still outran advancers by roughly three to one on the New York Stock Exchange during Thursday’s rout. This was a real risk-off session, not a quiet drift. A theme that rotates internally behaves very differently from one that investors are abandoning wholesale.

The bigger trend is still intact. The 200-day moving average sits at 7,001, and the index remains almost 6% above it. A slide to the 50-DMA or even the July closing low near 7,354 would be entirely normal inside an ongoing uptrend. The line that matters is the 200-DMA. Lose that, and the conversation changes.

In our own models, we continue to hold the AI complex at target weight rather than above it. We are not adding to them, given next week’s hyperscaler prints; instead, we would rather let the reports clear and buy confirmation than pay up for a guess. That discipline has kept risk contained through every one of this year’s AI-driven air pockets.

Here is the setup for next week. First resistance is the 50-DMA at 7,467, then the early-July high near 7,566, and the record close at 7,612. On the downside, watch 7,354, then the June closing low at 7,266, and the 100-day average at 7,172. A close back above the 50-DMA would repair most of the technical damage. A close below 7,266 would put the 200-DMA in play and argue for a more defensive posture.

💰 The AI Capex Bill Comes Due

On Friday, I laid out the accounting catch hiding inside this year’s record earnings in AI Capex Depreciation Risk Is The Catch To Record Earnings. The short version is simple. The AI capex boom has flattered reported profits while quietly draining cash, and next week, four of the five biggest spenders report at once. This is where the theory meets the tape.

The five biggest hyperscalers are on track to spend north of $725 billion on capital projects in 2026, up from roughly $412 billion last year. Yet only about $211 billion of that will show up as depreciation on 2026 income statements. The rest, more than half a trillion dollars, sits on the balance sheet as a long-lived asset and gets expensed over the years ahead. That timing gap is why earnings can grow more than 20 percent while the cash going out the door explodes higher. The capex is REAL.

There is nothing improper about any of this. It is how companies book capital assets, and it always works this way. What is different this cycle is the sheer scale of the spending and the speed at which the deferred bill will land. As Todd Castagno at Morgan Stanley put it, this is “a golden window where everybody looks good.” The window does not stay open forever.

Free Cash Flow Is Draining, Not Disappearing

Here is where investors get the story half right. Depreciation is a non-cash charge. It lowers reported earnings, but it does not touch the cash a business actually generates from operations. So when you watch a hyperscaler’s free cash flow collapse, you are mostly watching capital spending outrun everything else, not a business falling apart.

Amazon is the clearest example. Its trailing free cash flow fell to $1.2 billion from $25.9 billion a year earlier. That looks alarming until you remember why. The company is pouring roughly $200 billion into data centers, chips, and power. Cash leaves today, and the asset it buys is designed to produce revenue for years.

The mistake is treating compressed free cash flow as automatic evidence of waste. Falling FCF is far more defensible when it funds reinvestment than when it funds buybacks. Betting on permanent cash-flow impairment is a bet against the best capital allocators of the past two decades.

Negative free cash flow tells you a company is spending. It does not tell you whether the spending is smart. That answer shows up later, in the revenue the assets produce.

The honest caveat is that a GPU is not a railroad. If the useful life of these assets turns out shorter than management assumes, the depreciation bill arrives faster, and the payback window compresses. That is the real debate, and it deserves to be settled company by company rather than with a single scary headline.

Four Companies, Four Different Bills

Four of the biggest AI spenders report next week, and they sit in very different places on this map. Microsoft reports on Wednesday with consensus at $4.22. It is spending heavily, roughly $190 billion in calendar 2026, and the strain already shows. Free cash flow fell to $15.8 billion last quarter on $31.9 billion of capex, down from $25.7 billion two quarters earlier. The number that justifies the bill is Azure, which management guided to 39%-40% growth. Hold that line, and the spend looks bought. Miss it, and the cash-flow math gets uncomfortable in a hurry.

Amazon reports Thursday with consensus at $1.82. Its story is the same shape, only larger. The roughly $200 billion capex plan drove trailing free cash flow down to that $1.2 billion figure. But AWS reaccelerated to 28% growth last quarter, its fastest in over three years, with a backlog north of $360 billion, and is the entire tell. If cloud growth holds, the buildout is converting. If it stalls, the market will ask much harder questions about the check Amazon wrote. It did exactly that when the stock fell 8% after the spending plan was first announced.

Meta also reports on Wednesday, with a consensus at $7.23, and it is the odd one out. Meta is pouring a comparable fortune into AI, with 2026 capex guidance just raised to $125 billion to $145 billion, yet it has no cloud division to sell that capacity to (which is why we don’t own it).

For Meta, the payback has to show up inside its own business, in sharper ad targeting and deeper engagement, with Reality Labs and the new Meta Compute effort as longer-dated options. That makes Meta the purest test of the four. Its operating margin has already slipped from the peak as spending ramps up, and free cash flow could turn negative if capex keeps climbing. Watch whether AI is visibly lifting ad revenue. If it is, the spend defends itself. If not, Meta has the least coverage in the group.

Apple is the counterexample, and that is exactly why it belongs here. It reports Thursday with a consensus at $1.89, and it is barely part of this story. Apple’s capital spending is a fraction of its cash generation, and it still throws off enormous free cash flow every quarter. Its risks live somewhere else entirely, in the iPhone upgrade cycle, Services growth, China, and the perception that it has fallen behind on AI. This is also Tim Cook’s final earnings call before John Ternus takes over, which adds a layer of narrative that the numbers will not capture. Apple is the reminder that not every megacap is running the same capex gauntlet, a point we made in Mag 7 Stocks: Risk Or Opportunity.

The Market Is Treating The AI Capex As Dead Money

Watch how the tape reacted this month, and you’d think the AI buildout had already failed. Alphabet beat on revenue, grew Google Cloud 82%, and still fell about 5% after hours because it raised capital spending again. As I posted on Thursday:

Amazon got the same treatment earlier this year. The market is pricing the bill and ignoring the asset. That is usually where opportunity hides.

Be honest about the near-term risk first. Valuations are not cheap. The broad market still trades well above its long-term average multiple, and the megacaps carry a premium on top of that. Free cash flow is under real pressure, and Alphabet just posted negative free cash flow of $5.9 billion and paused buybacks to fund the buildout. Capex guidance keeps getting revised higher, not lower, which means the deferred depreciation bill I described earlier is still growing. Add a tape below its 50-day average and the worst three-month stretch of the calendar dead ahead. More downside over the next quarter or two would not surprise me.

The AI Capex depreciation risk is great for bearish headlines, clicks, and views. However, it misses a critical point. Negative free cash for a company that is losing market share, has declining revenue growth, and is unprofitable is a clear investment risk.

However, that is not the story of the hyperscalers. The revenue that justifies all this spending is accelerating, not fading. As noted, Google Cloud grew 82%, Azure is running near 40%, and AWS reaccelerated to 28%. The committed backlogs behind them are enormous, at $514 billion for Google, north of $600 billion for Microsoft, and more than $360 billion for Amazon. Those are not the numbers of a dying business. They are the numbers of businesses that cannot build capacity fast enough to meet demand.

This is where Howard Marks and his second-level thinking earn their keep. The easy call is to sell what just went down. The harder and usually more profitable call is to buy durable franchises when the crowd has decided the story is over. The hyperscalers are not dead. They are expensive, early in the payback, and briefly out of favor, which is a very different thing. We’d use this weakness to build positions in the names where cloud growth and backlog clearly justify the spend. And we’d do it in pieces rather than all at once.

🔑 Key Catalysts Next Week

Next week is the most consequential stretch of the summer. The Federal Reserve makes its decision on Wednesday, and four of the five largest companies in the index report within about 48 hours of that decision.

Start with the Fed. The FOMC meets July 28 and 29, with the decision at 2:00 p.m. Eastern on Wednesday and Chair Warsh’s press conference at 2:30. There is no new dot plot at this meeting, so the statement language and the press conference are the whole show. The funds rate has held at 3.50 to 3.75% all year on sticky inflation. This week’s oil spike does not make the case for a cut any easier. Watch how Warsh frames the inflation risk coming from energy.

Then the earnings deluge. Microsoft and Meta report on Wednesday after the close, and Apple and Amazon follow on Thursday after the close. FactSet has S&P 500 earnings growing about 24.7% in the second quarter, marking the second straight quarter above 20%. The bar is high, and the market’s patience is thin. Companies that have missed this season were punished harder than usual, falling an average of 4.2% against a historical norm closer to 2.9Z%.

The macro calendar fills in around those events. Consumer Confidence and home-price data land on Tuesday. The advance reading of second-quarter GDP and the June PCE deflator, the Fed’s preferred inflation gauge, both print Thursday morning at 8:30. That lands right on top of the Apple and Amazon reports that evening. Friday brings the Employment Cost Index and the final read on consumer sentiment. There is no monthly jobs report this week, so the Fed and the megacap prints will set the tone on their own.

For portfolios, the sequencing matters more than any single release. Wednesday afternoon delivers the Fed plus Microsoft and Meta. Thursday delivers growth, inflation, and the other two megacaps. By Friday’s close, we will know whether the AI capex trade can absorb both a cautious Fed and its own cash-flow math. Position sizes should reflect that this is a week built for surprises.

What Should Investors Do Now

None of this argues for abandoning the AI trade. It argues for pricing it honestly. The businesses are real, the revenue is growing, and the best operators have earned some benefit of the doubt. But valuations already assume the capex converts cleanly, and next week, four companies have to show their work. Here is how we are approaching it.

A number that looks frightening in isolation can be rational once you see the asset it bought and the revenue it is producing. The bill for the AI buildout is coming due. Next week, we will start to find out who can pay for it.

Trade accordingly.

Tyler Durden
Sun, 07/26/2026 – 16:20

Activists Target WNBA Player After She Takes Stand Against Trans Agenda

Activists Target WNBA Player After She Takes Stand Against Trans Agenda

The WNBA only has two real stars with any meaningful popular following – Caitlin Clark and Sophie Cunningham.  Both of them built reputations as underdogs in a sport traditionally dominated by minority players espousing far-left politics.  Both of them have been mistreated in the past by a league that tends to play nursemaid to those same players. 

The WNBA has long been a cultural joke, not just because its reputation for low standards of athleticism, but because they are constantly whining about “equal pay”, “social justice” and LGBT issues.  The league spends so much energy on activism that they’ve forgotten about the game and the fans.  No one likes a bunch of crybabies making demands. 

The national interest in Caitlin Clark transcends politics; people like her because she takes the game seriously and plays at a level far above most of her peers.  Her mere presence on the court now often brings in double or even triple the normal WNBA viewership.    

On the other hand, Sophie Cunningham has gained a reputation as an enforcer.  While Caitlin Clark is being persistently battered with flagrant fouls disguised as “accidents”, Cunningham has decided to dish out some fouls in return.  The Martial Arts trained player has decided to “sweep the leg” on the league and she’s no longer letting the abuse slide.

 

This month she went viral for pointing her finger in the face of a black player (DeWanna Bonner) after multiple fouls against Caitlin Clark without referee intervention.  Bonner flipped out over the gesture and the WNBA was unhappy.  A white girl pointing with condemnation in the face of a black player was viewed by the political left as unacceptable.  The fans loved it. 

This week, Cunningham was in the news again, this time because she took a public position on “trans women” (men) being allowed in women’s sports.  Cunningham argued that she doesn’t hate trans people, but:

“I got a lot of negative feedback about me hating trans. And I’m like, ‘I never once said that.’ I think that I am here to extend love. But I also think with that love is truth, being honest. And I want to protect young girls in a locker room, or young girls in sport who shouldn’t have to go against biological men.”

She later doubled down when confronted by the media:

“I said what I said. I think it’s kind of common sense. And I think I’ll always believe in that. I think it’s really important to protect children, and that’s little girls who are also involved in that category. And so I’ll stand on what I said, and I’ll always believe that.” 

Rule #1 when dealing with the political left:  Never apologize to the political left.  It won’t shut them up.  They will smell blood in the water and attack even more aggressively.  Cunningham seems to understand this rule well.  

In response, the media has gone on the attack, admonishing Cunningham for her comments.  Leftists on social media are calling for her to booted from the league.  Some are burning her jersey in an effort to inspire a boycott of her merchandise.

  

However, as usual, whenever leftist try to boycott someone it ends up backfiring.  If a bunch of mentally ill gender fluid weirdos want to buy her jerseys just to burn them, Cunningham will be happy to take their money.  Beyond that, her willingness to go against the progressive agenda of the WNBA has also earned her a lot of respect.   

Almost overnight, Sophie Cunningham merchandise has sold out online, including her exclusive basketball shoes in women and men’s sizes.  Clearly, the public has decided who they think is right on the issue of transgenders in women’s sports.  Multiple conservative politicians and the White House have come to her defense on the national stage. 

Like it or not, everything has become political, even women’s basketball.  But this is largely due to media and establishment interference.  Progressive journalists are constantly acting as agents of the woke movement, demanding that people with a public platform swear fealty to the cause or be ostracized.  These activists got a little too comfortable with their cancel culture power over the past decade; so much so that they don’t realize how quickly it’s all disappearing. 

More and more people are refusing to bend the knee, and sports figures like Cunningham working in the midst of these vicious piranhas should be commended for standing by their principles.     

Tyler Durden
Sun, 07/26/2026 – 15:45

ASU Just Made ‘Influencing’ A College Major

ASU Just Made ‘Influencing’ A College Major

Authored by Steve Watson via Modernity News,

Arizona State University has decided the path to success runs straight through TikTok dances, personal branding, and “strategic storytelling.”

The school’s Walter Cronkite School of Journalism and Mass Communication is now offering a full Bachelor of Arts in Content Creation, explicitly designed to turn students into influencers who can “thrive in the rapidly evolving creator economy.”

The program’s description states that students will learn content planning, video and podcast production, global perspectives, and personal branding. They will analyze performance metrics, experiment with content strategies, and complete a capstone where they pick a platform – TikTok, Instagram, YouTube – and spend a semester growing an actual audience with measurable results.

By graduation they are supposed to walk away with a real online following and “proof they’ve successfully built a digital brand.”

Just an inkling, but Walter Cronkite would probably never have wanted to be associated with this.

Jessica Pucci, senior associate dean at the Cronkite School, insisted the curriculum goes far beyond ring lights and dance challenges. She told local media the program delivers “professional-level guidance from faculty dedicated to helping students succeed in the rapidly evolving creator economy.”

It does just look like TikTok dancing though, lets be honest.

Students, she said, will leave with something more tangible than a diploma: a following, published content, and data-driven proof of brand-building.

Critics on social media were less impressed. One commenter noted they learned the same skills in their bedroom at 14 for free on YouTube.

Another fully supported parents who refuse to bankroll this particular “education.”

A third accused the university of simply cashing in on a trend without teaching anything of lasting value. Even some who saw potential in the creator economy wanted the program to include basic adult skills – mortgages, savings, taxes – before handing out the degree.

This is the latest shiny product from a higher-education industry that has spent decades converting campuses into ideological finishing schools while loading students with debt for credentials the market treats as optional at best.

Clay Travis recently cut straight to the economic root of the resulting rage.

“These highly educated young far-left Democrats hate capitalism because they spent hundreds of thousands of dollars on degrees the country DOES NOT value,” Travis said. “They spent $200,000 on a women’s studies degree [meanwhile] plumbers and electricians are driving better cars and making MORE money. They’re furious the world is valuing other people’s labor more than their own. They should take a lesson… GET USEFUL SKILLS.”

An influencer major fits the pattern perfectly. Four years, six figures of tuition and living costs, and the graduate emerges prepared to compete in an attention economy already saturated with teenagers who figured out the algorithm without a single student-loan payment.

The university collects the money either way. The student is left holding the resentment when the market declines to subsidize their “brand”.

That resentment does not stay private. It becomes the fuel for the radical politics that now dominate so many campuses. Universities have become propaganda factories that manufacture disturbed leftists who treat practical competence as suspect and identity politics as the highest form of knowledge.

At the University of Illinois Urbana-Champaign, a required first-year education course for future teachers pushed extreme ideology on immigration, race, and gender. Leaked slides urged “humanizing language,” framed border enforcement as white supremacy, and trained students to resist ICE rather than master classroom fundamentals. A whistleblower reported the class spent its time on activism while ignoring how to actually teach math or reading.

Kent State University displayed student “art” depicting President Trump’s severed head on a pike with the caption “We only have to get lucky once.” Administrators initially defended it as protected expression before public pressure forced its removal.

Princeton hunger strikers camping for Gaza complained the university was not monitoring their vital signs and accused officials of deliberately weakening them. One insisted, “They are not keeping track of our vitals. They are not at all taking care of us,” while another claimed the group was “literally shaking” and “immunocompromised.”

Joe Rogan described the broader phenomenon without restraint. Universities, he said, have become “cult camps” where students get locked into identities and try to sound profound without life experience.

“If I was going to try to destroy the country, that’s how I would do it… I would radicalize the kids, give them the stupidest ideas… Boys can be girls. Girls can be boys… ‘Queers for Palestine.’ Death to the Jews.” He added: “You guys are doing nonsense. You go to cult camp. You’re indoctrinating people.”

At Columbia, occupiers who had broken into campus buildings demanded food and water as “basic humanitarian aid,” comparing themselves to refugees. PhD student Johannah King-Slutzky asked, “Do you want students to die of dehydration and starvation or get severely ill even if they disagree with you?” The performance collapsed under mockery once the NYPD cleared the building.

The ideological capture reaches the sciences. A survey of 200 UK university scientists found only 58 percent would say sex is binary; 42 percent refused. Nearly two-thirds said gender is fluid.

Language itself is rewritten. The University of the Arts London erased “woman” from maternity and menopause policies, declaring the processes apply “irrespective of gender” and that “not all pregnant people are women.”

The University of North Carolina issued an inclusive language guide that discouraged “mother” and “father” in favor of “guardian” and purged words containing “man.”

Stanford’s “Elimination of Harmful Language Initiative” proposed adding “American” to its blacklist as too U.S.-centric, recommending “U.S. citizen” instead.

These are not isolated excesses. They are the logical output of institutions that treat useful skills as secondary to political formation.

Students graduate with expensive credentials that signal ideological reliability rather than competence, then discover the economy does not share their self-assessment.

The resulting bitterness is redirected at capitalism, borders, biological reality, and anyone still willing to call a woman a woman.

ASU’s content-creation major is simply the newest exhibit. It packages the attention economy as an academic discipline, charges premium tuition for skills freely available online, and sends graduates into a labor market that will judge them by results rather than feelings.

When those results disappoint, the university will have already collected its fees and moved on to the next cohort of future radicals. The rest of the country is left paying the social cost of an education system that prioritizes ‘branding’ over building anything of lasting value.

Your support is crucial in helping us defeat mass censorship. Please consider donating via Locals or check out our unique merch. Follow us on X @ModernityNews.

Tyler Durden
Sun, 07/26/2026 – 15:10

Iran Blasts “Freeloader” Zelensky For Ordering Deadly Attack On Caspian Vessel “At Israel’s Behest”

Iran Blasts “Freeloader” Zelensky For Ordering Deadly Attack On Caspian Vessel “At Israel’s Behest”

Summary:

  • Iran Accuses Zelensky of Ordering Deadly Caspian Vessel Attack
  • Weekend US Crude via IG Markets Down 5% 
  • Iran Will Halt Tit-For-Tat Strikes If US Maintains Pause
  • Iran, Oman Hold Hormuz Talks As US Pauses Airstrikes For Second Day

*  *  *

US x Iran Effective Ceasefire by August 31?
Yes 75% · No 26%
View full market & trade on Polymarket

*  *  *

Iran Lashes Out at “Freeloader” Zelensky for Caspian Sea Attack

Iran has accused Ukraine of attacking an Iranian commercial vessel in the Caspian Sea, which it says resulted in an explosion that killed on sailor and injured another.

As we previously reported of the Saturday maritime incident, Ukraine seems to be openly boasting of this escalation. President Zelensky himself announced soon after on X, “We also have very good results from long-range strikes in the waters of the Caspian Sea. In particular, these are vessels that were involved in transporting military cargo from Iran, and a warship.”

Iran’s Ministry of Foreign Affairs summoned Ukraine’s chargé d’affaires in Tehran to severely protest the “hostile and criminal” attack on Saturday, IRNA reported. Iran’s Foreign Minister Abbas Araghchi has further warned that the “blatant UN Charter violation” which was “done at Israel’s behest” could serve to “drag Europe into its war”. Araghchi also denounced and attacked Zelensky personally, calling him the “freeloader in Kyiv”

The risk of the Russia-Ukraine conflict merging with the US-Iran conflict seems plausible, but still remains low, and yet the Caspian Sea situation shows that it is actually possible. The Iranians have sought alternative trade and shipping routes via the Caspian, and early in Operation Epic Fury Israeli warplanes reportedly targeted and took out Iranian naval vessels there.

This isn’t the first time that FM Araghchi has called out Zelensky. Back in January of this year, for example, he called Zelensky a “confused clown”, and said that the Ukrainian leader had been “rinsing American and European taxpayers to fill the pockets of his corrupt generals.” The two countries have previously clashed over Iran supplying Russia with Shahed suicide drones.

Iran Will Halt Tit-For-Tat Strikes If US Maintains Pause 

The diplomatic track appears to have opened with the Trump administration’s move to pause strikes as a goodwill gesture ahead of the weekend – now in its second day. That created space for Omani officials to meet their Iranian counterparts over the weekend, with Tehran reporting “some progress.” The talks have now produced a reciprocal stand-down, under which Iran would halt retaliatory strikes on US bases as long as the US maintains its pause in airstrikes.

Reuters reports:

Iran will halt its own attacks as long as the United States maintains its latest pause on air strikes, a senior Iranian official told Reuters on Sunday, after President Donald Trump abruptly called off ‌his two-week-old bombing campaign.

After 13 nights of intensifying U.S. air strikes on Iran, the Pentagon abruptly suspended the campaign late on Friday, with no U.S. attacks reported on either Saturday or Sunday.

Iran, which had been following each night of U.S. attacks with its own strikes on neighboring countries that host U.S. bases, has also so far held fire for two days.

The U.S. ambassador to the United Nations, Mike Waltz, told Fox News on Sunday that Trump had decided to pause U.S. attacks to allow more time for diplomacy.

He’s giving talks some space, he’s giving it a little bit of room,” Waltz said, without providing further details.

The senior Iranian source, speaking on condition of anonymity, told Reuters: “Iran’s position remains ‘attack for attack’: if the attacks stop, Iran will also halt its operations. That message has already been conveyed to the United States.”

The source added: “However, Iran is prepared to mount a broad response should the U.S. launch another attack.”

Asked about the pause, a senior official in Trump’s administration said on Saturday that the president “has always been clear that his preference is diplomacy, but he has shown Iran what will happen if they fail to come to the table in a serious way.”

The senior Iranian source said Tehran did not hold much hope that Trump’s decision to pause strikes represented a major shift in the U.S. negotiating position.

“There is more skepticism than optimism about the halt in attacks. The prevailing view is that the pause is tactical rather than genuine. Iran has accumulated enough bitter experience with what it sees as U.S. deception,” the source said.

As a result of both sides trying to find a diplomatic route to ending the intensifying tit-for-tat strikes that sent Brent crude futures north of $100 a barrel last week, Weekend US Crude via IG Markets is down about 5% as of late morning New York time.

Iran, Oman Hold Hormuz Talks As US Pauses Airstrikes For Second Day

The US military paused its air campaign against Iran for a second consecutive night after nearly two weeks of tit-for-tat strikes. US strikes were aimed at degrading Tehran’s one-way attack drone and missile capabilities around the Strait of Hormuz, while Iran hit US bases in the region.

The pause offers the clearest signal yet that a diplomatic off-ramp may be emerging, with Iranian and Omani officials reporting progress in talks to reopen the critical waterway.

Iranian Foreign Ministry spokesman Esmail Baghaei said in a Telegram post that he met with the Omani deputy foreign minister and held talks on Friday and Saturday about restoring safe transit for commercial vessels through the Strait of Hormuz.

Baghaei said the officials exchanged views on principles and operational mechanisms for managing safe maritime navigation through the strait.

“The talks were constructive, and some progress was made,” he added, noting that technical and political consultations remain ongoing. The Omani delegation left Tehran on Saturday evening.

The talks coincided with the US military’s two-day pause in strikes and came as Brent crude futures surged into triple-digit territory and the national average for regular gasoline jumped above the politically sensitive $4-a-gallon mark.

JPMorgan’s head of Global Commodities Research and Strategy, Natasha Kaneva, told clients last week that Brent prices at this level could increase pressure on Washington to reopen diplomatic channels.

Meanwhile, Iranian Army spokesman Mohammad Akraminia appeared on state television on Sunday and warned the US that any further strikes would widen the conflict.

“I believe that if the Americans once again fall for the Zionists’ deception, or move in line with them, and insist on continuing the war, particularly through air strikes, geographically this will expand further,” Akraminia warned.

Akraminia said the conflict has already expanded to the Bab al-Mandab Strait on the southern Red Sea, referencing the recent Houthi attacks on tankers.

“The scope of our operations now encompasses the entire region, from US bases in Jordan to the countries along the Persian Gulf,” he said.

Earlier, United Kingdom Maritime Trade Operations reported an incident in the southern Red Sea after a “tanker witnessed a splash from an unknown projectile in proximity to the vessel.” Details are scant at the moment.

Next week, Israeli Prime Minister Benjamin Netanyahu will travel to Washington, DC to meet with President Trump at the White House on Tuesday.

Latest overnight headlines, courtesy of Bloomberg:

US-Iran Strike Pause

  • The US paused its nearly two-week run of nightly strikes on Iran for a second consecutive night as of Sunday morning.
  • According to the Telegraph, Trump paused plans to escalate the war after being warned the US is running low on missiles; the pause also allows time for negotiations with Iran.
  • Iran’s army spokesman said Iran has also paused its retaliatory operations in response to the US halt. Still, he warned that if the US carries out ground operations, American vulnerability would increase.
  • Netanyahu said he will discuss the Iran situation with Trump.

Diplomacy & Negotiations

  • Trump said Friday the US was “locked and loaded” for major new strikes but had not yet decided whether to proceed while talks with Iran were ongoing; he said Iran would “love to make a deal” but it’s not time yet.
  • Trump leaned toward diplomacy on Friday, referencing negotiations with Iranian officials six times during a 38-minute Oval Office appearance, while leaving open the possibility of military escalation.
  • Iranian and Omani deputy foreign ministers held talks in Tehran on Friday and Saturday on managing safe maritime navigation through the Strait of Hormuz, with some progress reported.
  • China urged Iran and the US to return to the ceasefire agreement, with Foreign Minister Wang Yi expressing deep concern over renewed escalation in the Middle East.

Regional Spillover

  • Iran-backed Houthis claimed to have fired missiles and drones at Saudi Aramco facilities in Jizan and Yanbu on Saturday; Saudi authorities briefly issued emergency warnings before saying the danger had passed, with no immediate confirmation from the Saudi government or Aramco.
  • A UK Navy report on Sunday noted a projectile fell near a tanker in the southern Red Sea; the vessel and crew were reported safe.
  • An LPG tanker with 28 Indian crew members was attacked in Iranian territorial waters on Friday; India’s embassy confirmed the crew are safe.

Background & Context

  • The US had gradually expanded the scope of its strikes over two weeks, hitting bridges and infrastructure deeper inside Iran, after a brief ceasefire in June collapsed over a battle for control of the Strait of Hormuz.
  • Billionaire investor Ray Dalio warned that the war’s outcome hinges on the Strait of Hormuz, calling a decisive clash imminent.

Previous US-Iran Wrap

Regional Risks

Energy Market

Rewiring Gulf Energy Supply Chains

 

 

Tyler Durden
Sun, 07/26/2026 – 14:30

“Now Taking Reservations For 2031 Delivery”: GE Vernova Gas Turbine Backlog Climbs To 116 GW

“Now Taking Reservations For 2031 Delivery”: GE Vernova Gas Turbine Backlog Climbs To 116 GW

By Brian Martucci of UtilityDive

GE Vernova posted double-digit revenue and order growth in the second quarter, driven once again by continued strong performance in its Power and Electrification business segments. Those segments, respectively, produce and service gas, hydro and nuclear power generation equipment; and commercial electrical equipment such as transformers and switchgears.

GE Vernova’s beleaguered third segment, Wind, saw orders fall sharply amid persistent softness in U.S. demand for onshore wind turbines and blades.

“We remain focused on what we can control,” CEO Scott Strazik said on a Wednesday morning earnings call, alluding to the economic, regulatory and legal challenges facing its wind business.

By the numbers — GE Vernova Q2 2026

  • $176B: Order backlog across all three major business lines, up from $129 billion in Q2 2025
  • 116 GW: Gas turbine order backlog, up from 100 GW in Q1 2026
  • $41B: Order backlog in Electrification segment, up 69% year over year
  • 40%: Year-over-year decline in wind equipment orders

Strazik said GE Vernova expects its combined backlog of gas turbine orders and slot reservations to reach 125 GW by the end of the year. The company shipped 3 GW of turbines and signed 20 GW of orders and slot reservations, more than half of which are for the hulking HA-class turbines that customers typically run at higher capacity factors, he said.

Strazik said those customers are increasingly diverse, spanning about 100 entities in 26 countries. About 80% are “traditional” customers like utilities and 20% are data center customers, he said. 

Like Siemens and Mitsubishi Heavy Industries, its main competitors in heavy-duty gas turbine manufacturing, GE Vernova continues to book reservations four to five years out. 

GE Vernova is taking reservations for 2031 deliveries now and is on track to “be more than halfway contracted [for 2031] by the end of the year,” Strazik said. But despite “healthy discussions” with customers about potential 2032 bookings, “I would say we need more time before we can articulate the timing of contracting in ’32,” he added. 

Strazik alluded multiple times on the call to “strong” pricing for GE Vernova’s gas power equipment. Though he did not give specific figures for turbines sold in the second quarter, an analysis shared in a Wednesday note by Moses Sutton, senior analyst with BNP Paribas Equity Research, estimated about $790/kW for heavy-duty turbines, $950/kW for HA-class combined-cycle turbines and $1,800/kW for aeroderivative turbines.

Most investors would read Strazik’s 125-GW year-end backlog guidance as conservative “given management’s track record of under-guiding and over-delivering,” Sutton said. In December, Strazik said GE Vernova expected to end 2025 with an 80-GW gas turbine backlog; the actual figure was 83 GW.

For 2026, the market is likely looking for an actual year-end backlog of 130 GW to 140 GW, Sutton said.

As for GE Vernova’s plan to expand annual turbine manufacturing capacity to 30 GW by 2030, up from 20 GW today, Sutton said “the jury’s out.” Strazik’s suggestion that the company needs more time to firm up its 2032 pipeline may be a sign of “peak momentum emerging” in the company’s gas growth story, he said.

‘Early stages of a multi-decade growth opportunity’

Continuing a trend from recent GE Vernova earnings calls, Strazik sounded enthusiastic about the Electrification segment’s prospects amid what he called “this electricity investment supercycle.”

“The long-cycle electric power industry is in the early stages of a multi-decade growth opportunity and we are well positioned to create substantial value,” Strazik said.

Company figures show its overall Electrification backlog has broken above $40 billion, helped along by the completion of its acquisition of the remaining stake in GE Prolec, formerly a joint venture with Xignux, a Mexican industrial conglomerate. The merger was a factor in the company’s booking of around $800 million in U.S. transformer orders this quarter, Strazik said.

Broad-based load growth, utilities’ and data center customers’ increasing awareness of the need for grid-stabilizing equipment, and national security imperatives are all driving demand for GE Vernova’s electrical systems and components, Strazik said.

In a Wednesday investor note on GE Vernova, Julien Dumoulin-Smith, an equities analyst with investment bank Jefferies, said the company’s ongoing development of solid-state transformers and uninterruptible medium-voltage transformers set it up to benefit from anticipated data center demand for those cutting-edge electrical components.

But in a separate Wednesday note covering a range of companies in the power and electricity sector, Dumoulin-Smith cited community opposition and labor shortages as key dampeners of data center-related load growth that “place the integrity of the power supercycle into question.” Jefferies’s base case remains that data center energization accelerates in the coming years, “but not without hiccups,” he said.

Possible green shoots for wind despite ongoing industry troubles

Though the U.S. wind power industry remains under pressure from the Trump administration’s trade and energy policy, Strazik said the administration’s forthcoming guidance on Section 232 tariffs could provide more “order clarity” in the second half of 2026. At the moment, tariff-related uncertainty is impacting onshore wind development, Strazik said.

Independent energy analysts are cautiously optimistic that the sector will rebound in the years ahead. Wood Mackenzie boosted its five-year outlook for U.S. greenfield wind development by 5% this month as developers raced to capitalize on expiring federal tax credits and contracted corporate demand for clean energy surged.

“Large technology companies are turning to wind power as an additional energy source to meet their growing needs,” Wood Mackenzie said in a July 20 note.

Wood Mackenzie and Strazik both said a coming repowering cycle — owners of aging wind farms replacing older turbines with more powerful units — would support demand for wind power equipment well into the 2030s.

“In our install base in the U.S., there are approximately 10 gigawatts of units with repowering potential — projects that have already qualified for the new production tax credits,” Strazik said.

Strazik did not directly mention an ongoing legal dispute between his company and one of its wind customers, the 800-MW Vineyard Wind project off the Massachusetts coast. 

GE Renewables, a GE Vernova subsidiary, threatened to walk away from the nearly-complete project after Vineyard Wind withheld hundreds of millions of dollars in payments to offset what it called “catastrophic injury” stemming from a 2024 blade break. Vineyard Wind sued GE Vernova in April to block it from exiting its supply agreement.

In a regulatory filing this week, GE Vernova said it had “successfully completed the installation of all remaining wind turbines at the Vineyard Wind project” and has moved into the commissioning phase. 

“As we work through the final stages of the project, we are working with our customer to resolve outstanding claims and counterclaims,” the filing said.

Tyler Durden
Sun, 07/26/2026 – 14:00