Brad Hebert

🥱

@PauloMacro So much veening from drumpf

I am pretty sure Bessent has the next two days blocked off for calls to strong arm buyers for the 10y and 30y auctions. Gotta put in work around here homie, especially when the boss just slapped GCC indirects in the face. Not like they need a reason to skip an auction since they have a few hundred billion of reconstruction/armament to redeem for but hey allies right

@sentdefender Pardon me, Ivanka is Orthodox? And we’re just hearing this now? And now why? Oy. Fucking. Vey.

U.S. President Donald J. Trump met with members of the Hasidic Jew community today in the Oval Office, accompanied by several Jewish leaders and lawmakers, to celebrate Passover. During the meeting, Trump called Ivanka and her husband Jared Kushner, who are both Orthodox Jews.

@jdawsey1 @kirk_bado “…he had regularly expressed dissatisfaction with the speed at which she handled his agenda.” WSJ normalizing that sentence shows just how far we’ve fallen.

The inside story of Pam Bondi’s ouster based on dozens of interviews. Our latest with a FREE LINK: wsj.com/politics/polic…

@tdarling1 Thank the Lord you fooling. Great work, as always Ted.

I’m posting earlier than usual today, because last night on our flight ✈️ back from FL ☀️ to ME ☔️, the proverbial 💩 hit the fan Underexposed to beta and overexposed to 🛢️, I was obsessed with the T2 news 🗞️ flow and the market 📈 reaction. Thanks to free 🛜 on United, I could not stop scrolling X My wife was talking to me, but I was totally distracted Finally, she said, “It’s either me, or X. You choose.” Since I prefer ex-X to an ex-wife of 35 years, I’m taking an extended - maybe permanent- hiatus from this platform. Those that know me in IRL are free to reach out, just not on this platform Ciao 👋 for now, and have a super profitable 💰 life! 🐰 🐰 🃏

@spotgamma Don’t tell me ‘someone knows something…’ Could it be?!

Using premarket marks, this is Crude (USO) vs VIX. You can see the AM VIX move is high relative to the move in oil (red dot). Black dots are last 5 days.

@TheBlockCo @Scaramucci Would love to see the NDAs in that contract…

Tether hires Big Four auditor for first full reserves audit theblock.co/post/394883/te…

@Chuckyb22074706 And yet, anyone with commentary on ZIM to the caliber you’ve contributed merits serious considerations. Thanks for the previous posts. And thanks for this down dog (I jest. I jest.) 👍

2-It was captivating, feeling their excitement at the prospect of Klarna dramatically changing the face of consumer finance. If $KLAR pulls this off, and growth they're getting suggests they may, $KLAR just might be about the most underpriced asset in the market.

@RichardEngel @Shayan86 Why is Elmo throttling this?

At site of cluster bomb attack in Tel Aviv.

David Zaslav will receive $887M as compensation for the Paramount/Warner Bros merger. Meanwhile, thousands of people are expected to lose their jobs in layoffs after the merger closes. (Source: Deadline)

@InvestyMan @ROICRHODES Will Shell cry force majure(?)

@ROICRHODES Yes I remember. But it was never disclosed at what terms. I just remember Shell built a LNG bunkler terminal i.e. in Jamaica or so also due to this agreement.

$ZIM

@ROICRHODES Considering their past behavior, I read “CANNOT” as “cannot.” 😜

@CrossCutProds $ZIM They CANNOT sell if they have any ADVERSE insider knowledge of the situation. Nothing is happening between now and next Friday for sure. This is a white flag…not a red flag.

$ZIM 144’s pouring in now. More confirmation this is a divesting process as the sale continues to materialize. Very very bullish…

@ROICRHODES I see your theory, copy. Makes sense. A little odd though, that they’d sell a week before ex-Div.

@CrossCutProds $ZIM This sale to HL was not how this was drawn up. Eli and Rami were supposed to buy this company. The activists stopped that. Executives are not selling stock because the deal is falling apart. They are selling stock because the deal is HAPPENING.

@Sam_Badawi @DeItaone There are still attendees?

@DeItaone There are still rallies?

ATTENDEE FAINTS AT TRUMP RALLY IN KY

@JaguarAnalytics And we can act like we’ll stop the war whenever we like; but they won’t open the Strait. So you need negotiations. Which won’t happen soon or quickly.

The simple fact is Iran retains asymmetric ability to threaten shipping with degraded but still functional drone, missile, and artillery capabilities. These random attacks may go on for a long time. Would you like to go on a cruise ship passing through the Strait of Hormuz?

@HustleBitch_ TDS

🚨 “I HAVE TRUMP BLOOD!” — AMERICAN AIRLINES PASSENGER COMPLETELY CRASHES OUT MID-FLIGHT — PLANE FORCED TO TURN BACK A passenger on an American Airlines flight had a meltdown so chaotic the plane had to move to another gate so he could be removed. Video from inside the cabin shows the man lying flat on his stomach in the aisle while drinking from a plastic cup, yelling at passengers around him. Then the rant starts going completely off the rails. At one point he claims doctors recently performed a procedure on him and discovered something shocking. According to him, they pulled “red, white and blue blood” out of his body. “I have Trump blood!” The outburst keeps escalating as he starts yelling about Elon Musk’s rockets, telling passengers to praise Jesus, insulting people nearby, and threatening lawsuits. Eventually the crew makes an announcement over the intercom: “We are moving the aircraft to another gate to remove a passenger.” The plane had to stop so security could board and escort him off. What actually causes someone to completely crash out like this on a plane full of strangers?

@pbeisel @DavidSacks @theallinpod Wrong.

The @theallinpod features Under Secretary of War Emil Michael. Excellent interview across many topics, but especially on the Department of War’s situation with Anthropic. Emil’s explanation makes it clear Anthropic is operating outside the norm for DoW contracts. The contract they negotiated (previous administration) included terms that made it difficult for the Department to use the system outside Anthropic’s guardrails. At times it sounds like Dario is effectively acting as Secretary of War— seeking control over allowed uses that could restrict DoW planning and operations. Emil explains, quite logically, why those restrictions are not workable. The Department now has to consider other frontier providers (Google, xAI, and OpenAI), something he clearly does not want to do since Anthropic is already embedded in existing systems. He also makes it very clear the decision is not political. It has nothing to do with donations to Trump or any “pay-to-play” dynamic. His reasoning is straightforward: if the outcome were political, why spend months negotiating in good faith to fix a flawed contract with Anthropic?