Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦

This would be a huge scandal for any other president. A South Korean company challenging Commerce Department trade penalties paid Donald Trump’s holding company $2,000,000 last year. The payment came from Base Group, the lead investor in Korea Aluminium, which faced penalties after the Commerce Department found that South Korean companies were circumventing trade duties on Chinese-made aluminum. The money surfaced in Trump’s annual financial disclosure released in late June. The disclosure described it only as a nonrefundable development fee tied to a letter of intent. The Trump Organization says it relates to an unannounced golf course project. Base Group has courted the Trump family for nearly a decade. It sells Trump-branded wine in South Korea and hosted Eric Trump at its Seoul headquarters in February, where executives discussed expanding trade between the two countries. As recently as last month, the Commerce Department was weighing whether to raise tariffs further on Korea Aluminium. A preliminary review released last week sided with American aluminum companies. The agency that decides this company’s fate answers to the president. The president took $2,000,000 dollars from its largest investor. This is one payment. Trump’s holding company collected at least $125,000,000 from foreign sources last year, from more than a dozen countries. Every president in modern history stepped away from their business to avoid even the appearance of a conflict. This president kept nearly 30 ventures with foreign partners and now profits from companies whose fortunes his own government controls. This cannot be normalized. Either we will end the corruption, or the corruption will be the end of us. nytimes.com/2026/07/14/us/…

I have some bad news for Rep. Ro Khanna: Settler violence is declining. I know—you were hoping to ride your harrowing story of being stopped for anywhere from 20 to 90 minutes, depending on when you tell it, while awaiting IDF clarification, into a presidential campaign. But if current trends hold, the story may be obsolete before the announcement speech, though I’m sure you will recount it regardless. Settler violence has dropped roughly 25 percent since March 2026, when incidents peaked, according to new data presented to Israel’s leadership on Wednesday. That figure covers attacks that injured people or endangered lives. Factoring in all violent acts, including non-life-threatening ones, the decline is 11 percent. The drop follows intensified enforcement by the IDF, Shin Bet, and Israel Police. The IDF has signed 23 administrative restriction orders against Israelis tied to the violence in recent weeks—entry bans into Judea and Samaria and, in some cases, house arrest for up to six months. District police have made arrests as well, including six Israelis accused of torching a Palestinian home and four accused of attacking a CNN crew last week, slashing the tires of its vehicle before security forces intervened. Officials trace the surge to the start of the Iran war in February, calling it “unprecedented.” This kind of violence has historically followed terrorist attacks, not accompanied an Israeli military operation. That timing matters: It suggests a fringe exploiting a moment of national distraction, not a movement rising on its own logic. The report also sized the problem. Security officials estimate roughly 70 Israelis are the principal organizers, with about 300 more mobilized as followers—mostly anarchist fringe youth who reject rabbinic authority and the state’s own security institutions and who mostly aren’t even residents of Judea and Samaria themselves. Security forces know who these individuals are but have struggled to build evidentiary cases against them—which is precisely why the recent administrative measures, which require no evidentiary threshold, have proven so effective at curbing the violence. It is worth pausing on the scale involved. Even granting the followers residency for argument’s sake, that is 370 people against a Jewish population in the territory of 500,000—0.074 percent. Settler violence is morally reprehensible, an international embarrassment, and a stain on Israel’s reputation. But at the most fundamental level, it is something else: a repudiation of the authority of the state and its monopoly on violence. The crackdown cannot let up.

I will NEVER be LONG a company that reports just semi-annually. If you're public, you're public. wsj.com/finance/regula…

I know you guys won't believe this as it's SO unlikely, but the new PCE methodology LOWERS the REPORTED rate of inflation. wsj.com/economy/centra… /s

How is him saying to a mom-and-pop bodega owner “well if you can’t cut it maybe you shouldn’t be in business” any different than saying to a New York renter complaining about a rent increase “yeah well if you can’t afford your rent maybe you shouldn’t live in NYC”?

"Heard on the Street: Contracts worth billions of dollars have become the commercial glue holding the AI boom together. But investors shouldn’t rely on them sticking if the boom fades." wsj.com/finance/the-ma…

Happy anniversary and congratulations to Cuba on 60 years of rent control.

Report: Hamas has repeatedly attacked food distribution points in the Gaza Strip, hijacking aid and threatening locals, Palestinians said. jpost.com/middle-east/ar…

📌 Global EPS With global stocks priced for perfection and ACWI earnings expectations stretched, it looks prudent to take some risk off the table 👉 isabelnet.com/blog/ h/t @dailychartbook @TS_Lombard #EPS #stocks

SoftBank has overtaken Toyota as Japan's largest company by market cap for only the second time on record. The first was at the peak of the 2000 tech bubble. Source: @BudaghyanArthur, BCA Research

It doesn’t get any clearer. There is no genocide in Gaza.

Ireland and Spain are the two largest Israel-hating countries in Europe. Here is what Douglas Murray said about Ireland: As for the Irish obsession with Israel . . , I want to hear Ireland talk about Israel probably Last among all things in this life. Ireland, Never forget, decided that in the 20th century, that in the war against Nazi fascism it should be neutral and it forbade its ports even being used by the Royal Navy in its fight against Adolf Hitler, and many thousands of British servicemen went to the bottom of the ocean because of the Irish people and Irish governments obscene love of Adolf Hitler. I will not hear in the 21st century, the descendants of Hitler-Lovers in Ireland telling me about the Jewish state’s right to exist. I would rather hear Hamas sing than hear Irish politicians talking about Jews. They have no damn right. They've done nothing in their history that gives them the right to tell the Jewish people what they should do in their historic homeland.

Argentina can still win the World Cup if Mike Pence has the courage to do the right thing

The Prime Minister’s Office: The ICC is a kangaroo court that has no jurisdiction over Americans or Israelis. Its bogus arrest warrant against Prime Minister Netanyahu was issued by a disgraced former ICC Prosecutor, Karim Khan, a few days before allegations of sexual misconduct against him became public. It was a clear attempt by Khan to divert public attention and seek protection from scrutiny. Under Prime Minister Netanyahu's leadership, Israel has taken unprecedented wartime measures to minimize harm to civilians while confronting Hamas, a genocidal terrorist organization that uses Palestinians as human shields and deliberately targets innocent Israeli civilians. Instead of backing Khan's criminal behaviour, Mr. Mamdani should focus on fixing the damage his policies have caused New York. Like Karim Khan, Mamdani appears interested in diverting public attention from his follies and attacking the leader of the Jewish state and the only democracy in the Middle East.

Israel is the frontline of the West, which is why Israelis are often the first to recognize when the forces we are fighting begin capturing the institutions the West once trusted most. We warned you about UNRWA. We warned you about UNIFIL. We warned you about Amnesty. We warned you about Qatari money flooding your media and universities and the Muslim Brotherhood invading your politics. “Free Palestine” is just an excuse to Islamize your own country. Soon enough, everyone will realize.

@StanphylCap Yeah, if you were a boomer, you wouldn't care about lossless because your hearing would already be gone! <- me

Excuse me, but tell me ONE thing "great" about "your people." What "great things" have they done for the betterment of the world, or even themselves?

Benjamin Netanyahu stood before the UN and said what others wouldn’t: "Giving the Palestinians a state 1 mile from Jerusalem after October 7th is like giving Al Qaeda a state 1 mile from New York City after September 11th!" "This is sheer MADNESS." He's 100% correct.

Former Secretaries of State are usually diplomatic. Not Mike Pompeo this morning regarding NYC Mayor Zohran Mamdani’s boast about arresting Israel’s Prime Minister: “This is a communist, antisemitic mayor, trying to make news for his own audience… There’s no chance he’s going to arrest Prime Minister Netanyahu.” His follow-up landed even harder: Mamdani never named Putin, who’s abducted tens of thousands of Ukrainian children — or Iran’s leaders, accused of mass war crimes. Just the one Jewish state’s leader.

Funny