ThinkAgain

[Open Source Intel @Osint613]

A man shouting "Allahu Akbar" stabbed two of three municipal police officers he attacked in Toulouse, France yesterday. Carrying three knives, he made terrorist statements and aimed for the throat before being subdued and arrested.

[spiked @spikedonline]

Left-wing Democrats like AOC are distancing themselves from woke, trying to present themselves sensible moderates who just want cheaper healthcare. Don’t be fooled. The DSA is a nest of vipers, says Jenny Holland
https://t.co/EnLeOzdZbB

[Visegrád 24 @visegrad24]

The U.S. State Department has announced that it’s imposing sanctions on the London-based Secretary General of the Muslim Brotherhood’s General Secretariat

The Egyptian-Austrian national Mahmoud Ibiary has long been identified as one the main Muslim Brotherhood leaders in the world.

Ibiary was caught funding Hamas through the sham fundraising group Filistin Vakfi.

The Muslim Brotherhood relies on sham charities and front organizations operating in multi-layered transnational networks, often steered from the UK, Turkey and Qatar.

The U.S. investigation also showed that international cryptocurrency assets sent to Hamas.

Mahmoud Ibiary isn’t just a top leader of the Muslim Brotherhood but also deeply involved in their media operations. He serves as the Editor-in-Chief of Risalat al-Ikhwan (The Brotherhood's Message), which is the organization’s main weekly outlet.

Egypt, Saudi Arabia, Jordan, the UAE, Kenya and Bahrain have terror-listed the Muslim Brotherhood while the U.S. and Argentina have terror-listed its chapters in Egypt, Sudan and Lebanon.

Meanwhile, the UK debated about terror-listing it in 2014 and has done nothing since. The EU has also not terror-listed the Brotherhood.

[Volodymyr Zelenskyy / Володимир Зеленський @ZelenskyyUa]

For the first time in its history, Russia cannot wage war without reinforcements from North Korea. It is now preparing to deploy an additional North Korean contingent on its territory. It has also received additional ballistic missiles from North Korea. Everyone around the world must understand what this means.

This is not only about the lives of people in Ukraine, and not only about the threats we face. North Korea’s ballistic missiles and other weapons are being improved through its collaboration with Russia. The more North Korean strikes there are here in Ukraine, in Europe, the more their missiles and soldiers are used, the more they correct their shortcomings and blind spots, the greater the danger will later be for Japan, the Republic of Korea, the Philippines, and other countries in the region.

That is why, when we speak about the need for joint action, for coordination and mutual support, when we speak about the need to help us strengthen our air defense, we are also, in fact, speaking about taking away North Korea’s appetite and any interest in coming here – to our land and into our skies – with its weapons in order to learn how to wage war. Everyone across the globe who respects human life must stand together in taking action to protect people.

From the evening address.

[John F Kennedy Jr @John_F_kJr]

HILARIOUS 🚨: Reporter: “Iranian government threatened a bunch of U.S. companies in the region today.”

President Trump: “With what? What did they threaten them with? BB guns or? They don't have much left to threaten.”

Reporter: “My question for you is—”

President Trump: “You made a statement. What did they threaten them with? I don't know. Tell me. How did they threaten them?”

Reporter: “All I know is that they threatened them, sir.”

President Trump: “What does that mean?”

Reporter: “Fair enough.”

President Trump: “They said something nasty?”

Reporter: “Are you helping to back stop them?”

President “Trump: You don't even know what the threat was. What was the threat? I haven't heard it. What was the threat? Did they say they're going to blow them up? You know what they're not going to do? They're not going to hit them with a nuclear weapon.”

FOLLOW ME, THE NEXT DROP WILL BE SHOCKING

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran declares the Strait of Hormuz will stay closed until 2029, the end of Trump's term, unless Trump accepts all of Iran's demands, per a senior Iranian source and Majid Shakeri, advisor to Parliament Speaker Ghalibaf.

Iran's demands in the US surrender document remain unchanged, $300 billion in compensation, the release of up to $100 billion in frozen assets, lifting all sanctions, US troop withdrawal from the entire region, an end to the naval blockade, and accepting transit fees on every ship.

[Ryan Detrick, CMT @RyanDetrick]

All 75 economists in a recent Bloomberg survey expected the US economy to add jobs in July.

It fell 23k.

"Every company that has an economist working for it has one employee too many." Warren Buffett

[Global Markets Investor @GlobalMktObserv]

🚨US employment is falling as if there is a RECESSION:

US household employment dropped -87,000 in July, marking the 2nd consecutive monthly decline.

This follows -507,000 in June, +149,000 in May, -226,000 in April, -64,000 in March, -185,000 in February, and -895,000 in January.

This means 1,815,000 people have LOST their jobs in the US year-to-date.

Historically, a decline of this magnitude has almost NEVER occurred outside of a recession.

The US job market is signaling a RECESSION beneath the surface.

[Michael A. Arouet @MichaelAArouet]

France taxes everything that moves and still runs a fiscal deficit of 6% during good times.

With the political paralysis, there won’t be any reforms, the absurd pensions and overblown big state will stay until France faces a debt crisis. Enjoy the party as long as it lasts.

[佐々木徹 （Toru Sasaki） @CocostaToru]

ドル円の介入で、必死だったのは日本よりアメリカだったのかもしれません。じゃなかったかもしれません。

介入のあと日銀に利上げを露骨に恫喝してきたり、WSJのニックを名指しで叩いたり、どう見てもアメリカ側が焦ってる。

気になって調べたら、14兆ドルという数字にたどり着きました。

今後3年で満期を迎える米国債が14兆ドル。その平均クーポンは3.3%。ところがいまの10年金利は4.67%です。

この差のまま借り換えると、追加の利払いは年1,920億ドル。約30兆円です。

日本が国債費に使う31.3兆円とほぼ同じ額を、増える分だけで新しく背負う計算になります。

ちなみにアメリカの利払いはすでに年1兆ドル超。円にすると157兆円で、日本の国家予算122.3兆円より大きいんですよね。利払いだけで。

ここまで来ると、長期金利1bp（0.01%）が年14億ドル、1日あたり約6億円という重さが見えてきます。

で、この一点を置いて彼の打ち手を並べ直すと、全部つながるんですよ。

・10年債の入札を絞って短期で調達
・銀行規制を緩めて国債の買い手を作る
・FIMAレポ枠の拡大をFRBに要求（日本に米国債を売らせないため）
・日銀に利上げを要求（円と日本の長期金利を鎮めるため）
・介入でドルではなくユーロを売却（強いドルの看板を守るため）

全部、米国の長期金利のためなわけで。

叩かれたニックが投下していたのは、FIMAレポはもともとドル調達に困った国を助けるための設備で、日本にドル不足は起きていない、という指摘。しかもFRBの公式サイト自身が「これは流動性の制度であって為替の制度ではない」と書いている、と。

本当に「日常的なツール」なら、仕組みを解説しただけの記事に財務長官が激高する理由がないんですよね。

次に見るのは8月末のG20（ベッセント＝植田）と、9月17〜18日の日銀。介入の請求書がここに届くのかどうか。

ちなみに円のCOTは7/28から8月4日にかけてネットショートが12万枚も焼かれてます。

2026年では断トツの巻き戻しでした。燃料が燃え尽きた後でG20と日銀会合を迎えます。

さて、どうなりますでしょうか。

[Barchart @Barchart]

Stock Market hits 2nd most expensive valuation in history, far surpassing the Crash of 1929 and only slightly behind the Dot Com Bubble 🚨 🚨

[Dr. Maalouf ‏ @realMaalouf]

The Sao Lazaro Cross in Portugal was built in 1386 and stood for centuries. Until it was destroyed by Muslim immigrants!

[Sara Eisen @SaraEisen]

Quote of the day from @DanielSLoeb1 on @NYCMayor via @nytimes

[Visegrád 24 @visegrad24]

Children in the UK’s Piddington, Oxfordshire, have sent letters to Prime Minister Andy Burnham, pleading with him to reverse plans to house up to 1,250 male asylum seekers in their tiny village that’s home to just 250 adults and 46 children.

The proposed accommodation would outnumber the local population by more than 4 to 1. Residents say the site borders a children's playground and have raised concerns about safety, infrastructure, and the impact on their small rural community.

[Dr. Maalouf ‏ @realMaalouf]

Why don’t history books describe Muslims as colonizers, oppressors, genocide perpetrators, slave traders, and imperialists?

[Toby Young @toadmeister]

Labour’s Net Zero Secretary championed the VAT raid on private schools – but it's now emerged she sends all three of her own children to one. A classic case of socialism for thee, but not for me.
https://t.co/SlPbtoI37y

[Libs of TikTok @libsoftiktok]

Kamala complains that the SAVE America act would require people to…

*checks notes*

Show proof of who they are!

I can’t believe this is real

[Eric Daugherty @EricLDaugh]

🚨 JUST IN: Riley Gaines just MIC DROPPED DiJonai Carrington crying "white privilege" for being ejected from the game after she attacked Sophie Cunningham in the face

"I would actually say that this is BLACK privilege to be totally honest with you! Because her posting this white racist comment right after assaulting Sophie Cunningham on the court is actually black privilege, because she knows the WNBA won't do a SINGLE thing of significance about it!"

"And imagine if the roles were reverse if Sophie made a comment similar to this — then she'd likely never play again!"

🫳🏻🎤 @Riley_Gaines_

[The Telegraph @Telegraph]

Two academics who appointed Jason Arday to his Cambridge professorship have published work attacking “whiteness” in education, The Telegraph can reveal

🔗 https://t.co/4Vmd2Gr5A7

[Dr. Maalouf ‏ @realMaalouf]

Muslim terrorists threatened to burn the Notre-Dame Cathedral of Paris unless authorities released fellow jihadis.

They hate Christians and destroy churches to impose Sharia.

And some people still refuse to believe Muslims are behind all the recent church burnings in the West.