What we can take away from the Institute for Supply Management (ISM) index on manufacturing [Data Here]: overall, the U.S. manufacturing sector is continuing to expand significantly.  The current index of 55.6 percent in July is 2.3 percentage points above the June figure and the highest reading since May 2022 (55.9 percent), when we were trying to recover from the COVID-19 shutdowns and supply chain problems.

PMI – The overall economy continued in expansion for the 21st month in a row. (A Manufacturing PMI^® above 47.5 percent, over a period of time, generally indicates an expansion of the overall economy.) The New Orders Index expanded for the seventh consecutive month after four straight readings in contraction, registering 56.7 percent, up 0.7 percentage point compared to June’s figure of 56 percent.

The July reading of the Production Index (58.5 percent) is 6.3 percentage points higher than the 52.2 percent recorded in June and the highest figure since November 2021 (60.5 percent). The Prices Index remained in expansion (or ‘increasing’ territory), registering 71.1 percent, a 1.9-percentage point decrease from June’s reading of 73 percent. The Backlog of Orders Index registered 55 percent, up 4.5 percentage points compared to the 50.5 percent recorded in June.

The Employment Index reading of 52.8 percent is up 3.1 percentage points from June’s figure of 49.7 percent, putting the index in expansion territory for the first time in 33 months.” (source)

All that data and a couple of bucks will buy you a cup of coffee, but here’s what it means in common speak.

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Several people sent me this video with comments about DHS Secretary Markwayne Mullin appearing to be hesitant on deporting illegal aliens.  I watched ready to chew (in typeset) his head off.  However, I don’t see that amnesty aspect as part of his commentary.

On the illegal alien workers, I structurally disagree with every single person who have used that argument for the past 20 years.  We do not need illegal alien workers, not even in the agricultural sector.  The illegal farm worker argument is a ruse, created by Big Ag, and promoted by smaller Ag to protect their bottom line and themselves from criticism.

Remove all illegal alien farm workers, deport them.  Big Ag will handle it the same way Big Tobacco did and Big Cotton did before them.  A combination of higher wages, extended farm worker visas and technology will bridge the gap.  We do not need illegal alien workers in any sector; the issue drives illegal trafficking and underground criminal activity.  Deport all illegal aliens.

We need 1 million+ deportations every month.  Cut illegal aliens off from every subsidy program, enforce employment law with jail time for corporate executives, remove banking activity and block transfer remittances without legal and verified ID.

Deport all illegal aliens, cancel all H1B visas and watch Generation Z thrive and afford homes etc. Deport all illegal aliens.

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During an episode of Day Break, Steve Gruber holds an extensive interview with President Trump for a wide-ranging conversation on election integrity, American manufacturing, national security, faith, energy, and the future of the nation.

In this interview, President Trump discusses:

• -The fight to secure America’s elections and the push for voter ID
• -Restoring confidence in the electoral process
• -The rise of socialist and DSA-backed candidates and what it could mean for America’s future
• -Bringing manufacturing jobs back to the United States
• -His recent visit to Michigan’s GM Proving Ground and the resurgence of American industry
• -Strengthening domestic supply chains through rare earth production and projects like REAlloy
• -Making America the world’s leading energy producer
• -Anthony Fauci’s refusal to answer questions before Congress
• -The creation of the U.S. Space Force and plans for the Golden Dome missile defense system
• -National security challenges facing the Western Hemisphere
• -Faith in America, the White House Faith Office, and protecting religious liberty

The conversation also explores why President Trump’s message continues to resonate with working families, blue-collar communities, and voters across Michigan and what many call “Forgotten America.”

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The Dept of Justice in Washington, DC, dropped all charges against David Hearn for damage to the reflecting pool, saying instead that an investigation has led to information the installation was botched during construction.

Obviously, the leftists are taking a victory lap against previous accusations by President Trump that vandalism was the major cause of the algae return.

(VIA NBC) – […] In a filing Friday afternoon, a supervisor in the U.S. Attorney’s Office for the District of Columbia, which is headed by Jeanine Pirro, wrote that officials obtained information that undermined “the evidentiary basis for the indictment” against Hearn.

Prosecutors said that after the indictment, the Interior Department “provided additional documents to the USAO-DC indicating that damage to the Lincoln Memorial Reflecting Pool in June 2026 was the result of flawed installation by the contractor, Atlantic Industrial Coatings.”

DOJ said they “first became aware of information showing that the damage was the result of a botched installation and not vandalism” after reviewing more documents.

The Justice Department filing said that based on its review of evidence, “it is difficult to attribute the widespread damage to the Reflecting Pool to vandalism, let alone to establish that fact beyond a reasonable doubt.” (read more)

President Trump disagrees with the DOJ determination of cause.

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Yesterday morning Dan Scavino noted on X that something didn’t seem okay.  Today, against the backdrop of continued friction in multiple vectors, President Trump moves the cabinet meeting to Camp David.

President Trump is scheduled to hold a cabinet meeting in Camp David with the assembled press pool traveling for part of the assembly.  The anticipated start time is 11:00am ET, with livestream links below:

UPDATE: Video Added

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According to the announcements: ♦ Hamas agrees to gradually surrender weapons in exchange for Israeli troop withdrawal, under a phased plan announced by Donald Trump. ♦ Verification & Oversight: A verification committee will monitor disarmament and troop withdrawal, with weapons stored under a new Palestinian administration. ♦ International Mediation: Agreement brokered by Egypt, Qatar, Turkey, and the US-led Board of Peace, aiming to enable Gaza reconstruction and humanitarian access.

PRESIDENT TRUMP – Via Truth Social – “Today, the Board of Peace reached a HISTORIC agreement for the COMPLETE DISARMAMENT of Hamas and all other armed groups in Gaza. This is a monumental step toward lasting PEACE and SECURITY.

This agreement is a critical step towards Gaza finally being governed by a new Palestinian government that will work closely with the Board of Peace to help the Palestinian people. At the same time, Israel will have the security it deserves, with Gaza no longer used as a base for terror attacks.

This is a major milestone in the implementation of the Trump 20-Point Plan. The agreement will be carried out in carefully structured phases. As disarmament is completed, Israeli forces will withdraw, and the International Stabilization Force will work with a new Palestinian police force to take responsibility for Gaza being safe for its residents and its neighbors.

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Republican senators John Cornyn and Thom Tillis are refusing to support Acting Attorney General Todd Blanche for full senate confirmation.

President Trump notes he will not accept the threats and blackmail from both outgoing senators and will renominate Todd Blanche if needed after the two senators are removed from office.

[Via Truth Social] – “Todd Blanche is a STAR, and everyone knows it! He has the potential to go down as one of the Greatest Attorney Generals of All Time. However, John Cornyn, of Texas, and Thom Tillis, of North Carolina, both of whom I refused to Endorse, and whose political careers have been ended by my action, are refusing to vote for this Great Nominee, who will remain, in any event, as Acting.

Remember, both Cornyn and Tillis voted for Merrick Garland, and others, too numerous to mention. I have no objection to temporarily withdrawing Todd’s name, if they do not do the right thing, and putting him back after Cornyn and Tillis are out of office.”

~ President DONALD J. TRUMP

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Prime Minister Benjamin Netanyahu has become one of the most controversial figures in Israeli politics for discussion within the U.S.  Support for the Netanyahu government has eroded during his terms in office. Netanyahu blaming social media for the drop in support is not a good defense.  Opinion within the United States has become highly polarized in the past two years.

During an interview with ABC News, Prime Minister Netanyahu answers questions about Israel’s position in the ongoing conflict with Iran as well as Netanyahu’s recent visit with President Trump to discuss regional challenges.

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The entire system is bloated and needs to be eliminated. However, I will just note for the record; no one ever talked about the staffing level at the Office of the Director of National Intelligence until Director Tulsi Gabbard was appointed to head the agency and for the first time in history utilized the legislatively created power of the office over the entire Intelligence Community.

Several years ago, CTH was outlining the unrealized power of the office; we even went further and explained in detail what changes that office could make to rein in the larger Intelligence Community, including the CIA, and not a single person in DC was ever concerned about ODNI staffing level.  Suddenly Gabbard started making changes, big changes, like removing the National Intelligence Council from the CIA and simultaneously the DC system started shouting about reducing the office.  It’s a little, well, ironic I guess, in a DC way.

Today, Acting DNI Bill Pulte notes another round of staff removals:

[SOURCE]

WASHINGTON DC – […] Pulte’s announcement of a 30 percent cut, depending on the baseline for when the dismissals started, could amount to the elimination of more than 300 staff at the ODNI, which is charged with coordinating intelligence collected by the other 17 members of the U.S. spy community and overseeing their budgets. It comes the same day the Senate is expected to vote on his full-time replacement, current top Manhattan federal prosecutor Jay Clayton, as the next head of the ODNI.

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It has been said that all wars are “bankers wars,” however, against the modern era of inverted fascism where corporations tell the govt what policies take priority, the more accurate truism ‘is all wars being controlled by money’, not necessarily banks.

The European Commission has constructed a very special kind of proactive financing for Ukraine that doesn’t require them to give their own €uros to the historically corrupt country.  Partly because the EU doesn’t have their own money, and partly because everything the EU does in the sphere of finance is always a false construct, what the EU put together was a financial system based on sanctioned, confiscated (ie stolen) Russian sovereign wealth funds {citation}.

As part of the sanction regime, the EU and western NATO alliance seized roughly €250 billion, $300 billion USD, in Russian sovereign wealth assets.  As long as the USA was financing the Ukraine government and war effort, those funds sat on the sidelines undiscussed.  However, once the USA stopped writing checks to Ukraine an alternate finance system was needed.

What the EU (Ursula von der Leyen) put together was a finance package using the confiscated $300 billion in the Russian sovereign wealth fund as collateral for loans to Ukraine.  The EU would send the money to Ukraine as a loan that did not have a payback mechanism. Instead, the thinking goes that when the negotiations for a ceasefire take place, Russia would be forced to give up the confiscated $300 billion as part of a reparations package to Ukraine.

Ukraine doesn’t have to pay back the loans because Russia will be forced to give up their sovereign wealth fund, and those funds will repay the loans.  That’s the way the EU financing of Ukraine is set up. {SOURCE}  The EU isn’t giving Ukraine EU money; the EU is giving Ukraine the Russian wealth fund money.

Now, immediately you can see a few problems.

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