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A new rule asks colleges to prove a degree beats no degree; the Sinaloa cartel’s last founder faces sentencing as Trump completes the decapitation; and Newsom’s “competitive” diaper deal wasn’t.
JUL 20READ IN APP
Good morning, C&C, itβs Monday! The weekβs first carafe of essential news includes: new federal “do no harm” rule that finally asks colleges to prove a degree beats no degree at all β while the arts establishment clutches its pearls at the vulgar idea of measuring success in money; the last founder of the Sinaloa cartel facing a life sentence and a historic $15 billion forfeiture today, the final piece of Trump’s quiet decapitation of the entire cartel leadership; and Gavin Newsom’s “first-in-the-nation” free-diaper program, which turns out to be a $6.2 million no-bid handout to a charity cozy with the First Partner’s nonprofit β one the state’s own database stamped, in all caps, NON-COMPETITIVELY BID.
ππΊπΈ ESSENTIAL NEWS AND COMMENTARY πΊπΈπ
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Earlier this month, NPR quietly reported some more very encouraging education news, headlined, βUnder a new federal rule, colleges must leave grads better off or lose financial aid.β Iβd bet you never heard of this terrific and common-sense development, even though last year, this kind of thing would have provoked a rage hurricane of progressive wrath. Now, the most we get are liberal sunshowers of ennui.

According to PBS, whatβs left of the Department of Education is rolling out a new accountability test for colleges called, simply, the βdo no harmβ test. The concept is so straightforward it probably gave several university administrators a spontaneous eye-twitch: If graduates from an undergraduate program donβt earn more money than people who never went to college at all, that program gets cut off from federal student loans.
You, a sane person, are probably wondering right now why this wasnβt already the rule. (Donβt be dense. You know why.) The Trump Administration is finally forcing educational bureaucrats to admit that maybe, just maybe, borrowing $150,000 to get a degree in 14th-Century Early Transgenderism doesnβt make financial sense if your post-graduation career plan involves asking people if they want you to leave room for cream.
Under Secretary of Education Nicholas Kent said, βIf a program cannot show that it leaves its graduates financially better off than if they had never enrolled, it should not be underwritten by federal taxpayers.β
Notice that phrase: federal taxpayers. Not βfree college.β Because there is no such thing as βfree college.β There is only βcollege paid for by other people who didnβt get to go to college, because they were busy working to pay for your college.β Every time a politician promises βfree college,β what they actually mean is, βWe are going to take money from the guy who fixes your plumbing and give it to the university so they can build a new diversity center with its own rock-climbing wall.β
Naturally, the administrators paid to run the programs that produce unemployable graduates are furious. (Sadly, itβs not bigger news, because progressives writ large have too many problems right now, and will have to call their educational brethren back.) In what can only be described as a βThis is Fine Dogβ defense, the angry administrators argued that earnings arenβt everything.

NPR interviewed quadruple-namer Lee Ann Scotto Adams, the executive director of the NGO Strategic National Arts Alumni Project (SNAAP), which apparently is a real organization and not a secret evil society from a James Bond movie. (Honestly, we arenβt sure yet.) She said, and I quote, βEarnings is only a small piece of that puzzle.β
A very small piece, apparently. Basically microscopic.
Remember: The new DOE rule isnβt about education grants. Theyβre not charitable gifts funding fun, artsy, explorative degrees that even Lee Ann Scotto Adams admitted lack practical value. No, this is about loans for a degree. A loan repaid over 30 years at about triple the original face value. A loan from private investors, guaranteed by taxpayersβ who, with the investors, presumably agreed to this arrangement expecting the degrees to generate enough income to pay off the loans.

Lee Ann Scotto Adams continued, still misunderstanding the problem. She expanded on her thesis that taxpayers should fund economically non-viable degrees anyway, arguing, βYes, you need to earn money to make a living, but we see our creative workers want the ability to have independence in their work. They want jobs that are socially conscious. They want to make an impact culturally. These are all metrics that fall outside of just straightforward earnings metrics.β
Translation: We know our graduates are broke, but they feel really good about themselves while they are broke. Or in plainer English: young skulls full of mush who donβt know anything are easily tricked into taking out vast loans for an education that sounds good in the course catalog and is rumored on campus to feature an easy-A, which accommodates a weeknight partying schedule.
But understanding any of that reality would end the grift.
π₯ NPR also platformed Cindy Flores, a mariachi teacher who (still) owes $55,000 in federal student loan debt. Ms. Flores explained her life choices (ungrammatically). βIt is never about the money. I realized I wanted to have a career in music when I was in the eighth grade, because every music teacher I had were such good role models in my life and I wanted to be part of that community.β
(A few more English grammar classes might also have been helpful and arguably more valuable.)
I bet you didnβt even know you could get a degree in mariachi, much less that there were people dumb enough to pay $55,000 for that βdegree.β Portland readers: this famous ethnic musical style features a dense repertoire of about four songs with memorable names like βLa Cucaracha,β and a lively but repetitive beatβ which usually accompanies one or more flour tortillas stuffed with rice and either chicken or beef. Itβs not the chords of the gods or anything. Itβs not Beethoven.

Ms. Floresβs poignant desire to emulate her anonymous childhood music teachers is a lovely sentiment. It really, truly is. But here is the thing: if itβs βnever about the money,β then β¦ why should the taxpayers be on the hook, or even involved at all? If you want to study mariachi music, somatic body work (which NPR noted has one of the highestpredicted failure rates), or interpretive bi-curious dance theory, you should absolutely do that. But pay for it yourself.
The Department of Education estimated that about 18% of undergraduate certificate programs would fail the earnings test, with cosmetology and the previously mentioned somatic body work (which doesnβt even produce a massage license) leading the pack. Among more traditional four-year degrees, degrees with failing marks include theater, music, and studio art. Even prestigious schools like The Juilliard School and the New England Conservatory have programs predicted to fail.
The media frame here is predictable: Trump is destroying the arts. But the reframing stat is right there in the open. The test follows basic conservative principles. And the threshold for passing this test is incredibly low. In many states, graduates would only need to earn between $30,000 and $41,000 a year to pass.

Let that sink in. If a college program cannot produce graduates who make at least $31,000 a year βabout $15 an hourβ it loses federal funding. Even Christopher Madaio, director of TICAS, a left-leaning consumer group, admitted, βThis is really a very low floor; high school earnings is not an exceedingly high metric.β
Still, the reaction gap is staggering. Instead of asking, βWhy are we charging students tens of thousands of dollars for degrees that donβt even qualify them for a position at Buc-eeβs brisket counter?β, the overpaid academic establishment is asking, βHow dare you measure our success with money?β
Simple. Because itβs not your money. Itβs ours.
The βdo no harmβ rule is a massive paradigm shift. It exposes the higher-education grift for what it is: a system designed to transfer wealth from the working class to the academic class, while leaving the goofy students themselves saddled with debt they can never repay.
Democrats want taxpayers to forgivestudent loans. The DOE just showed everyone why the programs shouldnβt even exist in the first place.
More like this, please. Faster.
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In the βblink-and-youβll-miss-itβ news bucket, yesterday the Financial Times reported, βSinaloa cartel founder set for $15bn forfeiture order and life sentence.β Ho, hum.

The Sinaloa cartel is a sprawling, decentralized drug and human trafficking consortium based in northwest Mexico. It has dominated the U.S.βMexico drug trade for decades and is one of the most powerful criminal organizations in the Western hemisphere. It moves huge volumes of cocaine, meth, heroin and fentanyl, and orchestrates largeβscale bribery of local politicians, law enforcement, and Mexican military officials.
Fentanyl is now the leading cause of death for Americans ages 18β44 and accounts for about twoβthirds of all U.S. overdose deaths. Just saying.
FT explained the cartel is known for its βgruesome assassinations and kidnappingsβ and its βnovel distribution techniquesβ like running trains through tunnels under the US border. It is famous as one of the core engines of the overdose crisis, a major driver of crossβborder violence and corruption, and a long-standing nationalβsecurity problem.
Which brings us to Ismael βEl Mayoβ Zambada, 76, who co-founded the Sinaloa Cartel in the late 1980s with his partner in crime, JoaquΓn βEl Chapoβ GuzmΓ‘n.

Zambada was the brains, and GuzmΓ‘n was the muscle. FT called Zambada an βalmost mythical figure in Mexico,β largely for his ability to evade consequences and operate with impunity. Till now. βThis guy, El Mayo, was living like a king. Now heβs living like a criminal for the rest of his life,β Pam Bondi said last August.
βIt would be difficult to overstate,β federal prosecutors wrote in court filings, βthe magnitude of the defendantβs crimes and the scale of the corruption, violence, and other harm Zambada spread throughout Mexico, the United States, and the world.β
Though youβd have to read FTβs awfully written story three times to figure this out, four related cartel leaders are now in US custody. Zambada is the final one. Last August, he pleaded guilty, and this week he was sentenced to a fine of a historic $15 billion and got life in prison.
During Trump 1.0 in 2019, Zambadaβs partner and co-founder, GuzmΓ‘n, was sentenced to life plus 30, plus a forfeiture fine of $12.6 billion. He is now buried deep in Florence SuperMax prison. He was the first.
Making the story even more bizarre and impossible to script, in the summer of 2024, Guzmanβs son Joaquin (letβs call him βGuzman Jr.β) surrendered to US authoritiesβ after kidnapping and drugging his fatherβs old partner and the cartelβs co-founder, Zambada. Guzman Jr. flew Zambada across the border in a private Beechcraft, giving himself up and handing the groggy, βuncatchableβ cartel leader to waiting US authorities like a late Christmas present.
It should have been bigger news. The FBI even donated the plane, a Beechcraft King Air, to a museum.
GuzmΓ‘n Jr. has pleaded guilty to racketeering and kidnapping (irony alert) and is still cooperating. As of now, he has not yet been sentenced; he remains in U.S. custody awaiting that hearing. No sentencing date has been set. Various outlets speculate he will βavoid a life sentenceβ for cooperating. Heβs been very helpful.
But wait. Thereβs one more. AnotherGuzman son, Ovidio, was turned over by Mexico to the US and pleaded guilty last summer, too.

Only two Chapitos (Guzmanβs only other living sons) remain at large. βTwo down, two to go,β said US Attorney Adam Gordon.
Given more time, I would describe just how awful the FTβs article was. It reads like a local crime write-up. You would never know that the US under President Trump decapitated the Sinaloa cartel. You canβt tell that the four highest Sinaloa leaders are now behind bars. The effect of this roundup, and that three of the four are apparently cooperating, is profound. Their cooperation is key, because the cartel is heavily decentralized; itβs like a liver flukeβ the parts keep moving after being cut apart.
But never mind about the awful reporting. This quadruple capture is a historic accomplishment in its own right, a mortal blow to the cartel as a cohesive group, and completely on brand with Trumpβs modified Monroe Doctrine. More importantly, the two forfeiture orders β$12.6 billion plus $15 billionβ hand the DOJ vast additional threats against the remaining elements of the cartel. The judgments allow the DOJ to pursue assets traceable to Zambada or Guzman, and the assetsβ proceedsβ cash, real estate, shell companies, planes, accounts, gold chains, and a lifetime supply of open-necked shirts.
Most importantly: The myth has been deconstructed. The βlegendary fugitiveβ narrative βthe undisturbed story for fifty years before Trump, the legend that cartel patriarchs were untouchableβ has now ended, not in a blaze of narco glory, but with three generations of the same organization scattered through the Bureau of Prisons, bargaining over prison conditions.
CDCβs provisional data show 69,973 overdose deaths in 2025, down from over 110,000 at the 2023 peak. We donβt have this yearβs figures yet, but we expect even lower numbers. So.
More progress. Letβs tack Sinaloa leadership decapitation onto the running TAW list.
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The political noose is tightening around Californiaβs oleaginous Governor Hairdo and his Empire of Fraud. On Saturday, CBS reported, βNewsomβs βcompetitive bidβ diaper deal wasnβt. Californiaβs budget includes dozens of similar no-bid exemptions.β It is just the latest example of progressive wordplay, NGO grifting, and poopy diapers gone horribly wrong.

In what can only be described as an elitelevel of confident wrongness, California Governor Gavin Newsom has been caught red-handed in a scandal that is being affectionately dubbed in local media as βDiapergate.β I am not making that up.
It all started back in May, when Governor Hair Gel triumphantly announced a βfirst-in-the-nationβ program to provide βfreeβ (note: not free; taxpayer-funded) California co-branded diapers to every new parent. During his grand announcement, Newsom proudly proclaimed that the partnership with the totally unrelated and unconflicted Los Angeles-based charity Baby2Baby βconnected to his wife, Jenniferβ βwent through a competitive bidding process.β
He spoke those words out loud, into a microphone, where people could hear him.
But, as it happens, the Governor uses a slightly more flexible definition of βcompetitiveβ than the rest of the English-speaking world. According to the stateβs own official contract database, the $6.2 million deal with Baby2Baby was classified as β wait for it β βNON-COMPETITIVELY BID.β (All-caps in original.)
Thatβs right. The state literally stamped βNON-COMPETITIVELY BIDβ right next to the $6.2 million price tag for a no-bid contract Newsom claimed βwent through a competitive bidding process.β

When pressed by CBS to explain how a βnon-competitively bidβ contract could possibly be described as βcompetitive,β the governorβs spokeslady offered an explanation that would make George Orwell weep. Progressive wordplay! It IS a vaccine.The spokesperson claimed the term competitive βreferred to the competitive natureβ of the stateβs no-bid Request for Information (RFI).
Ah, yes. The nature of the process was competitive. It wasnβt an actual competition, you understand. It was more of a spiritualcompetition. A rhetorical competition of the mind.
π₯ But wait. Before you get too excited and start calling for arrests, itβs not just that Newsom lied about the bidding process. Lying to the public, unfortunately, remains legal. Itβs about how they got away with it, using Calvinball. Changing the rules in the middle of the game.
State law normally requires competitive bids, with only a few legal exemptions for things like actual emergencies. True, diapers are important. And the call of nature might be urgent, but diapers arenβt exactly urgent. For example, there is no sign of a terrifying diaper shortage. But, despite the lack of any emergency, this particularly absorbent contract still didnβt go through the normal exemption process.
Instead, the bidding exemption was quietly soaked up by the 893-page state budget.
According to CBS, the massive state budget contained a single provision exempting the diaper contracts from competitive bidding laws, from public advertising requirements, and even from βthe review or approval of any division of the Department of General Servicesββ the stateβs contract watchdog agency. Because, of course it did.
No bid required. No watchdog review. No entry in the public no-bid database. Just a cool $6.2 million handed over to a charity with deep ties to the Newsom family.
And those ties are where this story goes from merely corrupt to Alice, weβre all the way down the grifting rabbit hole.
You see, Baby2Baby isnβt just any charity. Its co-CEO, Norah Weinstein, sits on the board of the California Partners Project. And who founded the California Partners Project?
None other than Californiaβs βFirst Partner,β Jennifer Siebel Newsom.
What a remarkable coincidence!
It gets better. This isnβt the first time the Newsom familyβs non-profit network has found itself under the microscope. Trump-era federal investigators have reportedly spent the past year examining finances tied to Newsom and his wife, including millions of dollars in βbehested paymentsβ routed to her non-profits.
Behested payments are a neat little trick where elected officials βaskβ donors to give money to a specific charity. Itβs completely legal under current California law, but as Republican gubernatorial candidate Steve Hilton noted, itβs βliterally corruption in plain sight.β One Native American tribe, for example, made two separate $500,000 donations to Jennifer Siebel Newsomβs California Partners Project β after being asked to contribute by the Governor himself, and right before getting a competitorβs casino deal blocked. Indian giving.
So, to summarize: The Governor announces a massive, state-funded diaper program. He claims it was βcompetitivelyβ bid. State records show it wasnβt. The contract is quietly exempted from all oversight via a hidden line in the 893-page state budget. The money goes to a charity whose CEO sits on the board of the Governorβs wifeβs non-profit. And that non-profit is currently the subject of a federal corruption investigation.
Ohβ and CBS also found that this is at least Baby2Babyβs third no-bid state contract, dating back to 2022. The scheme was only discovered because Newsom bragged about it at a press conference. Had he kept his mouth shut, the βNON-COMPETITIVELY BIDβ stamp would still be buried in a state database that, in the CBS reporterβs words, βmost Californians have never heard of.β
The stateβs own department chief deputy director explained what the budget exemption actually does: it βallows you to essentially engage in negotiated contracting outside of state rules,β not because of urgent diaper emergencies, but because the formal bid process βcan be cumbersome and time consuming.β
Cumbersome and time-consuming. Thatβs the technical term for βinconvenient when youβve already decided whoβs getting the money.β
CBS also found more than two dozen othersimilar exemptions buried in the 2026 state budget, totaling over an eye-watering $1 billion in similar sneaky appropriations β every one of them exempt from competitive bidding and public oversight. A few of the new exemptions that compliant state Democrats passed in last yearβs budget will expire in 2031. Two-thirds of those exemptions will never expire.
Thatβs not a bug. Itβs a feature. Itβs the circle of life, California style. Itβs all for the children. And all arguably legal, thanks to Californiaβs one-party system.
Gov. Newsom is feeling the heat. As you might recall, he recently pushed out an over-hasty denial video, criticizing President Trump for βgoing after my wife.β In his video, he forgot to include three elements typical of such productions: any denial of wrongdoing, any promise to βcooperate fully with authorities,β or any confident prediction that heβll βbe vindicated in the courts.β
Potato, potAHto. Competitive, non-competitive. This is how the progressive game is played. Tick, tock, governor. The French Laundry is calling.
Have a magnificent Monday! Then return here, mug at the ready, for tomorrowβs carafe of essential news and caffeinated commentary.
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