Opening Comments
My last note was about my special delivery to the band 38 Special. The most opened links were Bill Maher’s take down of Mamdani and his lieutenant hired to “protect” tenants and the crazy story of a Chinese manufactured bus in Norway that was found to have a foreign SIM card with a kill switch.
I believe depression is a serious issue and I do not want to make light of it. However, there are these signs that read “Hope for Depression” all over the Hamptons. I know what they mean, but whoever came up with the campaign should be fired. It sounds as though they are hoping for depression. Now, I am back in the Hamptons. Beautiful, but the traffic is a tragedy. I drove 10 miles on Friday at 10:45am and it took me 58 minutes. Serenity Now! Serenity Now! Let’s not forgot about the worse cell phone coverage in the continental US. The lines at the grocery stores are out of control and good luck finding parking in town.
I have now heard this from multiple NYers. If you live in NYC, you likely have received mail from Mamdani regarding the status of your ownership (permanent resident or Pied-à-Terre). As I understand it, people received the letters in August (many people are away) and there is a short fuse to respond. If you are travelling, be sure to get your paperwork into the new Communist leader’s office ASAP or you will be facing a sharp uptick in your taxes. One friend told me that most people would throw away the innocuous envelope. Not shockingly, there is a lot of confusion and that is going to hurt some people who missed the letter.
My son is in Phoenix and let me know that it is boiling hot and incredibly uncomfortable. Check out the weather in Phoenix.
Video of the Day-16-Year-Old Lifeguard Saves 10-Year-Old Boy
Quick Bites
Markets
Hedge Fund Implosion
Jeff Gundlach on Bonds
Fraud at Cambridge
War Spreading/Trump Claims Deal Coming
Pine Crest New West Palm Campus
Another 220 CPS Lawsuit
This is an incredible and short video of a 16-year-old rookie lifeguard who risked his life to save a little boy drowning. Rider Williams will be invited to the White House to be given a high civilian honor for his heroism. Great story out of Santa Cruz, California, with dangerous rip currents. Strangers began raising money for the hero and his mother asked people to give it to the Junior Guards Program. Rider talks about the crazy lifesaving experience here. This is the way to raise a child. Compare this to the entitled brat out of Cornell who refuses to work for a Jew.
I find that my readers respond very strongly with my writings on many subjects, but none are more passionate than when I write about health, wellness, longevity etc. My recent comments on my peptide protocol had my inbox exploding. It took me two days to respond to all the inquiries. I am going to give you my perspective on my health journey. I share a lot of personal information with my readers, and many let me know how much they appreciate my candor.
For a little background, my father died of a heart attack when I was 5 years old and he was 39. I had my first thoughts about my mortality around 17 as I considered I could have lived nearly half my life if I followed in my father’s footsteps. I have been on a healthy quest ever since. I have never smoked a cigarette or cigar, have never had coffee, and have never been into drugs. I have not had a soda in over 40 years. Don’t get me wrong. I love vino and a nice tequila. I am not that clean. I vividly recall waking up on my 39th birthday and feeling excited that I was alive and concerned about my longevity given my father’s passing.
I find too many of us are too quick to take a medication to solve a problem. I am not saying meds are a bad thing, I require some medication. I am suggesting that a healthy lifestyle can improve outcomes and require less “help” from meds.
I want to give a couple personal examples. I have acid reflux and it got so bad that I had to have a procedure done to open my esophagus as acid came up through my stomach and created a Schatzki Ring. I ended up on very heavy doses of acid reflux medications called Prilosec. At my peak, I was taking 80mg/day. This medicine is harmful to your bones and there are all kinds of concerning side-effects. By modifying my diet and exercise, I am now on 40mg/week from 80mg/day! I did food sensitivity tests and eliminated those that were giving my body a bad reaction.
I consider myself to be in the top 1% of physical shape for my age. I came to Utah and found that I could significantly improve my health by exercising at elevation. My hikes at 9,000 ft, padel against 20-somethings, and lifting weights at elevation — coupled with an improved diet — resulted in amazing benefits. In less than two months, I lost 9 lbs, took 1.5” off my waist, improved my resting heart rate, lowered my blood pressure, and gained more stamina. This is despite the fact that my sleep was impacted by the elevation and by not having my Eight Sleep bed from home. Also of note, I started the journey at 164 lbs, hardly heavy.
On my diet, I was able to cut back on bad carbohydrates. I cut out most bread, pasta, potatoes, sweets, and rice… I also cut back on my wine, and Utah made that easy given all the alcohol rules in the state.
I believe my health and fitness improvements were 85% due to diet, exercise, and the impact of training at elevation. However, I feel my peptide regimen helped in other ways. I am six weeks into my protocol. The peptides are injected, and it is incredibly easy to do. I am trying the peptides for 90 days and feel the "Wolverine" and Tesamorelin are the most impactful for me. I push myself with my training, and playing padel against 20-something D-1 tennis players for 3–4 hours at elevation was taxing. I feel my recovery times improved and I felt less sore. After all, on Tuesday I played padel THREE TIMES for a total of 4+ hours and was not sore. I pulled a muscle in my upper thigh, started injecting the Wolverine directly into it, and the recovery was in two days. I feel the combination of Tesamorelin and diet/exercise helped me burn fat as well. I will tell you that the GHK can result in some discomfort at the injection site after the shot, and I am not convinced I am seeing any benefit from it. I am unlikely to continue with it after my 90 days are up.
IF you decide to take peptides, I have one rule. You MUST acquire it from a doctor who sources it from the proper channels within the US. There is too much crap out of China that is dangerous. A reader asked if they should buy from a website and I checked it out. My answer was “NO” for obvious reasons (see below). Spend more to get quality. I use Dr. Jason Shapiro in Miami who does thorough bloodwork and stool sample testing to determine your deficiencies and needs prior to prescribing any peptides.
In the end, if you need a medication, so be it. If you take control, can be disciplined, work out with weights, do some walking or a sport, and modify your diet to eat healthier, a lot of your issues will improve naturally. I am not convinced I can keep my weight at 155 pounds and my waist at 30.5". However, I have seen what incredible discipline can result in, and I plan on working hard to continue to make improvements. I am far more vascular with the lower body fat, and I feel great. I want to get a body composition analysis done and recommend you do the same.
Good luck in your journey. It is early stages, but will likely be partnering with 3i on some events. I believe the first one will be in South Florida in the fall and open to some readers and will be a health, wellness, longevity discussion. As things come together, I will be sharing invites with loyal readers. It will also be a great networking event. As I start to consider ways to expand the Rosen Report, 3i has been an incredible partner, and and I look forward to continue growing the reach and impact of the report.
Be sure to email me at rosenreport@gmail.com when you have some positive or negative experiences that I can share with the readership.
On Wednesday, I sent my report out just after 3pm to allow for the Fed news to hit the tape. Shortly after I hit send, stock indices fell 1.5-2.1% and rates spiked. The 30-year Treasury yield hit 5.22% and was +8bps at one point Wednesday afternoon. The 10-year yield jumped to 4.70% as well. The markets are forcing the Fed’s hand here. Meta stock fell 9% after announcing disappointing guidance Wednesday. However, Microsoft shares were +15% after a positive earnings call with healthy guidance. Thursday saw markets sharply higher with the Nasdaq +2.6% and the S&P +1.4%. iShares Semiconductor ETF (SOXX) was +8% and Micron and ADM were+13%. Oil fell 1% on Thursday but bond yields continued their concerning climb higher. Friday saw SK Hynix surge 25% and Samsung +20%, partially explained by strong Microsoft earnings and likely the hedge fund unwind outlined below. Apple fell 7% and Amazon surged 12% after reporting earnings. Stocks rallied early Friday but sold off and rallied into the close to end the volatile week. Oil hit $87/barrel and the 10-year Treasury yield hit 4.71% (+56bps YTD). The moves in yields should be closely watched, as the 2-year is now at 4.27% (+80bps YTD) and 30-year at 5.25% (+41bps YTD). On the week, the S&P was +1.1% and the Nasdaq was +1.6%. Although earnings this week were mixed, QTD, the S&P 500 earnings are impressive: The headline number is enormous and almost meaningless as stated. The blended Q2 2026 earnings growth rate is now 47.4%, up from 38.0% last week and 23.2% at quarter-end — which would be the highest since Q2 2021's 91.6%. But strip out Alphabet and Amazon and it falls to 28.8%. Two stocks are worth roughly 19 points of "growth." Of note, Trump called off attacks on Iran late Saturday and claims to have an outline of a deal (see Middle East news).
Wednesday stock market 
Situational Awareness, the hot AI focused hedge fund was forced to liquidate a large portion of the portfolio to Citadel. According to the same 'people familiar,' Situational Awareness did not sell its private portfolio of AI companies, which includes a significant stake in Anthropic. CNBC reported that the fund exited all their public positions. Situational Awareness has sustained significant losses in recent weeks as its portfolio of AI infrastructure investments such as SK Hynix declined while short positions in software companies such as Adobe moved sharply against it. CNBC suggests the fund as $45bn at one point. This seems huge given the founder left OpenAI in 2024 and is 24 years old. One senior Wall Street insider knows him and called him a savant. I don’t know much about the fund, but clearly substantial leverage was involved. Of course, Griffin was there to clean up the mess, and I am sure made billions in short order. Many of the stocks in the portfolio were higher post the sale to Citadel. Unlike Archegos, I do not believe any banks lost money in this process. This link has the letter sent to LPs about the unwind. This article suggests the fund was -67% in a month.
I am a big fan of the “Bond King,” Jeff Gundlach and he again has strong views on the rates market post the Fed. Gundlach said the Treasury market is signaling that the Federal Reserve will need to do more than talk tough if policymakers are serious about reaching their 2% inflation target. “If you really want to get to 2%, I think you have to raise interest rates,” Gundlach said on CNBC’s “Closing Bell” Wednesday after the Fed’s latest policy decision. “I think getting 2% is going to take a long time. Gundlach said the divergent moves across the Treasury curve following the announcement showed investors’ skepticism that the Fed will ultimately follow through.
I was frustrated by this Substack article about fraud at Cambridge. There is a story about a young man who could not read and write at 18 years old but had a PhD before 30. Sounds outlandish? Born to Ghanaian parents, Arday grew up on a council estate (the British equivalent of Section 8 housing) in south London. At age three he was diagnosed with global development delay and autism. Therapists said he would be confined to an assisted living facility. Miraculously, at 11 years old, he spoke his first word (“hello”). When he was 18, he learned to read and write. Under the influence of a white high school teacher who “gave [him] agency,” Arday pursued higher education. After receiving a PhD from Liverpool John Moores University, he rocketed up the academic ladder as a scholar of racism, education, and inequality. In three years he went from senior lecturer at Roehampton (2018) to associate professor at Durham (2019) to professor at Glasgow (2021). Ivy League universities (plural) tried to recruit him, but he had his heart set on Oxford or Cambridge. In 2023, at age 37, he became the youngest black full professor in the history of Cambridge. He is one of the youngest people of any race to ever hold a chair professorship at Oxbridge. The article suggests that Arday is a plagiarist and fabulist. The author goes on to suggest that his childhood claims are fabricated. Arday also claims to have run 30 marathons in 35 days and 300 miles in three days. The author ran Arday’s 2015 PhD dissertation through Copyleaks and found a substantial overlap with previously published work submitted by Paula Zwozdiak-Meyers in 2009. There are charts in the link that outline the overlap. Examples below of Arday’s PhD and there are dozens of pages in the link. This crap is what is wrong with the world today. Let’s just say, according to the article, Arday does not like to be questioned. Too many people are too eager to hire a DEI candidate without doing the proper background checks. I sure hope Cambridge has a response to this thoughtful article and Arday suffers the appropriate consequences. FIRED!
The war in the Middle East continues to expand. Now Saudi Arabia is firing missiles, ships in Egypt have been hit, Saudi Arabia is preparing a possible land offensive against the Houthis, there has been action in the Red Sea, Iran targeted strategic US assets in Kuwait and Bahrain, the Chinese are apparently sending shoulder-launched missiles to Iran, US military bases in Jordan have been hit by Iran (people died and F-35s hit), reports have over 600 injuries by US troops since the start of the war, and Hezbollah used drones to attack Israel. On Saturday, tankers in Oman came under fire from Iran. This NY Times article suggests the US is heading for a strategic defeat and the article brings up some good points.
However, late Saturday night, Trump called off Iranian strikes suggesting a deal was imminent. Sounds like Trump’s 800th TACO (Trump Always Chickens Out). Iran denied agreeing to a deal dividing Hormuz, while Riyadh confirms the crown prince told Trump to opt for talks over concerns war would widen. Iran mocked Trump’s retreat, yet again. Given the markets seem to believe Trump, I am sure oil will be down sharply and equities higher on his comments of an imminent deal. At what point will the markets finally stop believing Trump? I just do not see how the US can trust the Iranian leadership. Trump has made a great deal of promises about Iran and very little has come to fruition.
U.S. resumes strikes against Iran, retaliating against surprise missile attack
US and Iran trade missile barrages as hopes dim for a quick resolution to the five-month conflict
Scope of Hacks on U.S. Water Supply Widens as Evidence Points to Iran
Michigan and Minnesota are among at least seven states coping with cyberattacks aimed at disrupting water systems nationwide.
Hamas agrees to complete disarmament under ‘historic’ Gaza agreement
Trump said the agreement will pave the way for a new Palestinian government. When I read the headline, I thought it was a joke of some kind. I will believe it when it actually happens. I just don’t trust Hamas under any circumstances.
US weapons stockpiles continue to dwindle with permanent end to Iran war nowhere in sight
‘Hammer of the Gods’ new secret weapon upgrades US Army power to blast enemy missile attacks
Why Iran chose to restart the fight after the US stopped firing
It is clear to me that Iranian leadership is calling Trump’s bluff as they know he wants out and does not have support for it in the US. Iran is never to be trusted.
Boy George splits from label manager over pro-Israel song
Music executive was ‘gutless’ in blocking release of controversial track, says singer. With all the Jew hate globally, it is nice to see a little support from Boy George.
Trump administration bans Chinese robot imports, citing national security threats
I agree 100%. China threatened retaliation as a result.
I wrote about Fauci and his constant pleading of the 5th amendment. Here is a video of him refusing to answer questions of the color of the carpet and his tie. Fauci was pardoned and not entitled to the Fifth Amendment. Fauci needs to pay for his crimes, lies, and deceit. He should never have been pardoned.
Fetterman reveals his ‘one regret’ from COVID era after Fauci testimony
The Democratic senator told Fox News Digital he stayed quiet because the idea was dismissed as a right-wing fringe theory
Commerce Department quietly announces 7 new equity stakes in private companies
Secret Service ‘illegally’ surveilled Comey in Trump ‘8647’ threat case: Court filing
The MTA spent $764mm on overtime in the first 6 months of the year. I am sure Mamdani wants to find more taxes on the wealthy to pay for it.
NY GOP governor candidate Bruce Blakeman trails Hochul by just 4 points in shocking new poll
I had breakfast with Blakeman in May. He was impressive, articulate, pro- business, and had good ideas. If I lived in NY, I would 100% vote for him. He is clearly the most impressive candidate who cares about NYers. Blakeman would axe the pied-a-terre tax. Blakeman was shaking hands in Southampton on Saturday afternoon. He came over and said hello.
The Cities That Said Yes to Drugs
Policies that gave addicts clean needles and places to use drugs were intended to reduce harm. They created a “zombie apocalypse.” I consistently wrote about my objections to these moronic policies and I was proven correct. Free needles to drug addicts? What could possibly go wrong?
Thousands of migrants rush Spanish border, prompting call for national emergency: ‘Absolute chaos’
Let me guess. All law-abiding citizens that will add value and none are criminals. I am adamantly opposed to open borders but support legal immigration. Many of these men were criminals according to numerous reports. The Prime Minister of Spain approved mass amnesty is friendly with Alex Soros. Shocker. It did not take long. There is footage showing the migrants breaking into homes, looting, and burning vehicles. Estimates are 50-60k men came into Spain. Spaniards are up in arms.
Milei announces plans to reform Argentina central bank
Some aggressive ideas. Maybe the US Congress can learn a thing or two.
Countries With the Most Government Debt in 2026
Dwindling cash and soaring memory costs: Tech’s AI buildout has ballooning price tag
Amazon, Alphabet and Tesla all reported negative cash flow in the latest quarter, while Meta’s cash generation plummeted by 91%.
Larry Ellison Bet It All on the A.I. Boom. Will He Be the Face of the A.I. Bubble?
Oracle stock has been slaughtered and Ellison has tens of billions of personal guarantees to backstop the deal to buy Warner Bros.
Amazon hikes 2026 capex to $220 billion due to higher memory costs
Stock +10% post earnings.
Reddit shares sink 11% on ‘choppy’ search referrals even as results blow past estimates
Anthropic says its Claude models ‘gained unauthorized access’ to other organizations’ systems
Interesting chart on most watched sports on TV
You need to watch videos of people shaking uncontrollably due to the woman pastor’s prayers. This is such a farce. These cultlike organizations scare me.
Three dead, including gunman, after madman opens fire on Idaho In-N-Out
Witnesses say fans and a team co-owner berated girls wearing XX-XY Athletics shirts at the Seattle WNBA game. How we are still discussing biological boys playing girls sports and in girls locker rooms is infuriating. I am adamantly opposed to biological boys in girls’ sports. It is ridiculous to heckle little girls because they believe biological boys should not play against girls. Indiana Fever coach says she is not educated enough from a scientific standpoint to say if men should play in women’s sports. Ok, moron. Let’s have Wemby, Lebron, Giannis, Luka and Gilgeous-Alexander play against any WNBA team and see the final score. I am guessing 10 to 20? NBA player Michael Porter suggested an elite 9th grade boys team would beat a WNBA team.
Caitlin Clark sends WNBA All-Star ratings soaring as 3-point contest audience falls without her
I wrote a long section on the treatment of Clark last week. She is the reason the WNBA is doing well and the league, refs, players, and coaches treat her like trash. It makes ZERO sense.
I am a big fan of Holland and find his appearances on the Graham Norton show to be hysterical. This one of him going under cover in Bronx Science for Spiderman is funny. Spiderman is tracking for a $900mm opening weekend.
If you kill a child, why not give them the death penalty?
He should lose his job. Married and making out with an associate of his firm in the middle of Central Park. I call this idiocy. What a moron. Oh yeah, he was a partner at one of the most profitable law firms per partner in America. Fire him. Now more senior Wachtel partners were caught hooking up and a handful are leaving the firm. One received a $100mm payday.
I do not do recreational drugs. I never was into smoking weed. However, today, so many people I know smoke weed and take gummies. I have never tried a gummy in my life. The concerning chart shows that pot is more popular than alcohol or cigarettes. I never smoked a cigarette or cigar in my life either. I just don’t feel the developments in pot becoming mainstream are a good thing. Yes, I love wine and have cut back my intake. I’ll have a good tequila too. No beer in 35 years.
Can Blood Tests Predict ALS Before It Strikes? Here’s What Scientists Found
Skipping sleep may pack on pounds faster than you think, new study finds
Ozempic face? Botox boom boosted by ‘sagging face’ trend, Swiss firm says
I have written extensively about the challenges of gaining admittance to private schools in South Florida since the pandemic. One of the best schools is Pine Crest and it appears they may be expanding in West Palm Beach. A private school is in talks to acquire 57 acres of city-owned land in West Palm Beach for its third South Florida campus. City commissioners approved a term sheet authorizing negotiations for the potential $6.6 million sale of the land along Roebuck Road near Florida’s Turnpike to Pine Crest School, which plans to build a pre-k through high school campus on the site, The Palm Beach Post reported. The proposed sale price pencils out to $115,800 per acre. If a deal is finalized, Pine Crest School would buy the land directly and build its campus with the help of a donation from Related Ross CEO Steve Ross, the newspaper said. It will be the school’s largest campus, followed by the 48-acre main campus in Fort Lauderdale and a 28-acre campus in Boca Raton. South Florida is in desperate need for more solid private K-12 schools. Steve Ross has been the best thing that ever happened to the Palm Beach area.
More problems at what I thought was the best building in NYC. 220 Central Park South has yet another lawsuit over tainted tap water. The case centers on one of the villas in the 117-unit building purchased by 220 CPS International LLC in November 2019 for a whopping $46.5 million. Its owner, an entity connected to Mexican-Israeli businessman billionaire Daniel Jusidman, has complained ever since about water leaving a “whitish, chalky residue” on kitchen and bathroom fixtures, court papers said. “After approximately seven years of experiencing Water Issues and hearing nothing but excuses and promises from the Board, Owner was left with no other choice but to bring suit,” the documents add. Remember, the units in the building have gone for over $12,000/ft!
© 2026 The Rosen Report LLC. All rights reserved. Does not constitute investment, financial, legal, or tax advice. Consult with your lawyers and professional financial advisers. Rosen Report™ #913 ©Copyright 2026 Written by Eric Rosen.
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