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🇲🇽🗳📃 — According to the polls, Claudia Sheinbaum is set to become Mexico's first female, and first Jewish, President.

➡️ As the Mexican elections take place, all polls show that Ms. Sheinbaum — the candidate from the Left-wing Populist, Socialist and Pan-Americanist MORENA Party — is ahead with 55%;
➡️ Xóchitl Gálvez, an ethnic Otomi indigenous businesswoman, from the Center-right National Action Party, is on the second place, with 31%.

But who Sheinbaum is?
➡️ Her father, Carlos Sheinbaum Yoselevitz, an Ashkenazi Jewish man was a son of a Jewish family whom migrated from Lithuania to Mexico during the Lithuanian War of Independence against the Bolshevik Forces. Claudia Sheinbaum's grandfather was a jewelry merchant who in Mexico was heavily involved in the activities of the Mexican Communist Party.

➡️ For her mother part, she descends from the renowned scientist Annie Pardo Cemo, comes from a Sephardic family originally from the city of Sofia in Bulgaria, which arrived in Mexico in the 1940s fleeing the Holocaust. Annie Pardo took classes at a Jewish school and later studied biology at the UNAM, later achieving a 'milestone' by becoming "the first Sephardic Jewish woman to enter the Mexican academy"

➡️ Claudia Sheinbaum, the couple’s second daughter, went to liberal non-Jewish schools and studied physics at the same university as her mother. An expert on climate change, she was part of an international team that won a Nobel Prize in 2007. Like her parents, she was involved in student activism and, in 1998, helped form the Revolutionary Democratic Party — for many years the main leftist opposition party in Mexico.

➡️ In politics, Sheinbaum began as Mexico City's Secretary of the Environment. At the time, the mayor was Andrés Manuel López Obrador, who would become president with the party he founded, Morena.

➡️ Sheinbaum followed López Obrador in Morena and, after commanding a district in Mexico City, became mayor, with whom she has since maintained a close relationship regarding his person and his Left-wing, socialist and rather anti-western foreign policy-based political agenda.

➡️ During her tenure as mayor of the capital, between 2018 and 2023, the Covid-19 pandemic and the collapse of a subway line occurred. When dealing with the accident, she reached an agreement with the construction company, which belongs to tycoon Carlos Slim: the victims received compensation and the case was not taken to court.

➡️ As noted by Jewish Telegram Agency's Alan Grabinsky, “The local news doesn't touch or discuss Sheinbaum's Jewish heritage, probably just the way she wants it”, as she, as herself said, wants to be noted by her policies, and not her ethnicity
https://archive.is/W5wfk

🇵🇸 However, despite being a Jew, Sheinbaum is critical of the Israeli Government, something similar to the also Socialist and Former Presidential candidate of Argentina, Myriam Bregman — also a Jew and a Trotskyist herself.
“Because of my Jewish origin, because of my love for Mexico and because I feel like a citizen of the world, I share with millions the desire for justice, equality, fraternity and peace,” Sheinbaum explained in the op-ed. “No reason justifies the murder of Palestinian civilians.”

✡️ As noted by JTA, for Sheinbaum, the reference to her Jewishness was rare. Like many other liberal, secular Jewish politicians around the world, Sheinbaum rarely identifies publicly as Jewish. Despite extensive coverage in the Jewish media, her relationship with her Jewish identity is tenuous.

🏳️‍🌈 Sheinbaum classifies herself as a feminist, advocating for a more liberal view on abortion, and during her mandate as Mayor of Mexico city, championed for LGBT rights by implementing a gender-neutral policy for student uniforms and was the first-ever Head of Government of Mexico to ever participate on a Gay Pride March

➡️ Sheinbaum pledged to continue President Lopez Obrador's left-wing, democratic socialist policies and criticized past Mexican Presidents for their "neoliberal views"

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This is gross.

Speaking at the WEF, Savor CEO Kathleen Alexander boasts about how her company is "saving the planet" from the evils of agriculture by replacing real butters and oils with synthetic versions made from carbon dioxide and methane. 😳

"Savor is part of bringing transformation to the food system by re-imagining how we make an entire macronutrient—fats and oils."

"The result is that we can dramatically lower the planetary footprint of our food system."

"Our food system today uses about 50% of the habitable land on the planet. It's 20-30% of our greenhouse gas emissions."

"And we can reduce all of those by 50-100%."

Source

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Duh Markets

🌆 Market News Digest
[July 3, 2026 EST]

🔥 Top Stories
• Middle East risk flares — IDF hits Hezbollah sites in south Lebanon; Houthis threaten Saudi assets; France deploys naval/mine-countermeasure assets near Hormuz.
• U.S. oil market scrutiny — DOJ/FTC say they’re monitoring crude for price-fixing/collusion as Brent settles at $72.12/bbl.
• Trump pardons saga — Trump signs pardons for six and faces fresh scrutiny after NBC reported undisclosed stock purchases before tariff pause.

⛽ Oil & Energy
• Gulf crude exports topped 10M bpd in June but remain ~40% below pre-conflict levels; Fitch flags ongoing Iran/Mideast risk to corporates and oil forecasts.
• CMA CGM warns Hormuz transit charges would be “devastating”; Airbus says defense cooperation remains pressured.

📊 Markets & Macro
• Germany’s 2027 draft budget lifts borrowing to €203.7B and spending to €555.4B; euro equities firm with DAX +0.85%.
• ECB/BoE message: inflation still the focus, but Bailey says UK ...

Defeat

🇮🇷🏆🇺🇸 Iran Is a Bigger Defeat Than Vietnam | Foreign Policy

At his second inaugural, U.S. President Donald Trump pronounced his hope “that our recent presidential election will be remembered as the greatest and most consequential election in the history of our country.” By losing his Gulf war, Trump has achieved that goal. His choice to launch a campaign against Iran was encouraged by others, but fully his own. It has led to a reversal that marks a strategic calamity far greater than the U.S. defeat in the Vietnam War.

Defeat in the Iranian war looks, on the surface, nothing like other U.S. military defeats. The speed of the war and its remoteness have lent an air of unreality to the whole endeavor. The White House has not been burned, as it was in 1814; there have not been protests against a nonexistent draft. The absence of substantial U.S. casualties in this conflict also masks the scale of the U.S. defeat. To be sure, the war has been deadly: Thousands of Iranians, ...

The Path to War

According to The Wall Street Journal, Donald Trump reviewed military options for a full-scale war against Iran to “finish the job,” but has decided, for now, not to move forward.

The report says Trump is concerned that renewed military conflict could hurt the chances of a diplomatic resolution and of dismantling Iran’s nuclear program, and that he’s shown willingness to let indirect talks in Qatar run past the August 18 deadline. He is said to be fine with continuing limited strikes on Iranian targets if Tehran violates the current temporary deal - as it already has, repeatedly.

How are those negotiations going?

Not well. It seems JD Vance’s “historic” face-to-face achievement was a one-off. Washington has been quietly downgraded from talking to the Great Satan to negotiating with the Little Satan instead - a senior Qatari official confirmed that U.S. envoys Steve Witkoff and Jared Kushner met Qatari officials in Doha, but there are currently no high-level U.S.-Iran meetings ...

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