SCHEDULE JBS, 7-7-2026
1862 NYC
Liz Peek. Revamping Federal Reserve Communications: No More Dot Plots? Liz Peek discusses new FedChair Kevin Warsh's shift away from "forward guidance" and "dot plots". She argues this pragmatic approach requires investors to analyze raw economic data rather than Fed algorithms. Despite past recession fears, the economy remains stable with low unemployment at 4.2%. (1)
Liz Peek. The Democratic Party's 2028 Internal Conflict: Socialists vs. Establishment. Peek analyzes the rising tension between the Democratic establishment and radical socialists like New York Mayor Zohran Mamdani. She suggests Governor Newsom faces credibility issues due to "flip-flops," while younger socialist candidates threaten to alienate traditional Jewish and Black voters, potentially wrecking the party's 2028 prospects. (2)
Captain James Fanell. China's Nuclear Triad Expansion: Submerged Ballistic Missile Test. Captain Fanellexplains the significance of China's recent submerged ballistic missile launch from a Jin-class submarine. Reaching over 10,000 kilometers, this JL-3 missile flew over U.S. territories like Guam. This rare test signals China's rapid development of a nuclear triad intended to achieve strategic deterrence against the U.S. (3)
Captain James Fanell. Countering China's First Strike Strategy in the Pacific. Fanell argues China's SLBM test challenges their "no first use" policy, effectively demonstrating a first-strike capability. He recommends the U.S. bolster its naval force structure in the Western Pacific and utilize B-2 bomber flights to signal resolve against Chinese efforts to drive America out of the region. (4)
Mary Kissel. NATO's New Vigor and the European Defense Dilemma. Mary Kissel discusses NATO'srenewed urgency following Russian aggression in Ukraine. While front-line nations like Poland exceed spending targets, many Europeans have historically relied on the U.S. defense umbrella to fund social welfare states. She warns that Putin continues to test NATO's unity at the margins. (5)
Mary Kissel. Confronting Beijing's Provocations and the Cost of Appeasement. Kissel critiques the U.S.government for pursuing trade deals while China conducts intimidating missile tests in the Pacific. She urges the administration to recognize the severity of the threat, strengthen regional alliances, and impose actual consequences for Beijing's increasingly hostile behavior to avoid a greater future threat. (6)
Joseph Sternberg. Federal Reserve Introspection and Britain's Political Turmoil. Sternberg examines Governor Waller's speech regarding how "forward guidance" may have blinded the Fed to 2021 inflation. Turning to the UK, he notes Prime Minister Keir Starmer's plummeting popularity and argues that British politics is trapped in personality-driven cycles without addressing fundamental policy or welfare state problems. (7)
Joseph Sternberg. Cultural Divides: American Earnestness vs. European Cynicism. During the World Cup, Sternberg observes that European visitors are struck by American earnestness regarding God, patriotism, and politics. He notes that while shared history exists, deep cultural divisions persist; Europeans often view patriotism as destructive, whereas Americans continue to view it as a healthy instinct. (8)
Gregory Copley. Xi Jinping's Internal Struggles and the Vulnerable 'Boomer' Fleet. Copley views China'smissile test as a move by Xi Jinping to look credible amidst domestic instability and loss of control over the PLA. He notes that while the Jin-class submarines are "noisy" and vulnerable, the test sends a pointed message to the West and Pacific nations. (9)
Gregory Copley. Russian Bluster and NATO's Disorganized Response. Copley dismisses Russian threats against Poland and Finland as "agit prop" designed to save face during the NATO summit. He argues Russia is incapable of a major war with NATO and that Putin remains secure despite domestic pressures, petrol rationing, and the West's disorganized attempts to unify. (10)
Gregory Copley. Iran's Leadership Vacuum and the Illusion of Nuclear Success. Copley reports a lack of cohesive leadership in Iran, with Ayatollah Khamenei potentially incapacitated. He asserts the West has failed on all metrics, including regime change and securing the Strait of Hormuz. Iran views its nuclear program primarily as a bargaining chip for sovereignty rather than victory. (11)
Gregory Copley. The Prodigal Son: Prince Harry's Mounting Legal and Financial Woes. Copley discusses Prince Harry's precarious position after losing a major lawsuit, leaving him with a 50 million pound debt. King Charles III prioritizes his duty to the monarchy over family ties as concerns grow regarding Harry's management of the Invictus Games and his wife's public criticisms of the family. (12)
Thaddeus McCotter. Democratic Party Discipline: Managing Candidate Crises and Ideological Rifts.McCotter explores how the Democratic establishment "blew up" problematic candidates like Eric Swalwell to install figures like Xavier Becerra. He describes an ongoing "civil war" between the establishment and the Democratic Socialists of America (DSA), with leadership working to clear out radicals to appeal to mainstream voters. (13)
Thaddeus McCotter. The Republican Civil War: MAGA Populism vs. the Establishment. McCotter analyzes the Republican Party's struggle with the MAGA movement, which he defines as populist rather than traditionally Republican. He warns that without a clear programmatic platform beyond Donald Trump, the movement may not survive his leadership, potentially leading to conflict with the revanchist Republican establishment. (14)
Grant Newsham. The Shadow of Appeasement: Europe's Unwillingness to Defend Itself. Newsham compares current European hesitation to confront Russia with 1930s appeasement. He argues that many European nations have developed a "pathologic dependence" on the U.S. to fund their social welfare states. He warns that without U.S. backing, Europe lacks the unity to stop Russian aggression. (15)
Henry Sokolski. Iran's Nuclear Defiance and the Futility of Unsupervised Deals. Sokolski highlights the disconnect between U.S. and Iranian positions following a recent memorandum of understanding. Iran refuses inspections of bombed enrichment sites, while the U.S. insists on them. He warns that preventing Iran from building a bomb remains an uphill battle without clearer public goals. (16)
Corrections applied: Liz Peek (not "Elizabeth Peak"), Zohran Mamdani (not "Zoron Mandani"), Thaddeus McCotter(not "Thaddius Marter"), JL-3 and B-2 (hyphenated).
USA