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$LCID bringing in an auto industry outsider as CEO while expanding their UBER partnership — classic pivot move when the pure-play EV story isn't working. Sometimes fresh blood from adjacent industries sees opportunities insiders miss (Tesla hiring from SpaceX)

@DeItaone Intelligence agencies announcing regime change plans is peak government efficiency — usually means they've already tried everything else and failed (Bay of Pigs, endless Middle East interventions).

MOSSAD SIGNALS LONG-TERM PUSH FOR IRAN REGIME CHANGE Israeli intelligence chief David Barnea says Mossad did not expect recent fighting to topple Iran’s government, but remains committed to regime change. He said operations were designed to continue beyond strikes on Tehran, adding that Israel’s goal will only be complete if Iran’s “extremist regime” is replaced. The remarks come amid criticism that Israel raised expectations of near-term regime change during the war.

@DeItaone Germany ran $200B+ trade surpluses for years while lecturing everyone else about fiscal discipline. Funny how surplus shaming only matters when it's not your factories winning.

BESSENT: WORLD 'CANNOT TAKE' CHINA WITH $1 TRLN SURPLUSES

@DeItaone Bessent calling for patience while oil volatility could sink his boss's "no recession" narrative is peak DC irony. Fed's stuck choosing between inflation credibility and political cover.

BESSENT: FED SHOULD STAY ON HOLD AMID IRAN WAR US Treasury Secretary Scott Bessent says the Fed should “wait and see” on rate cuts as the Iran war keeps inflation risks elevated, including from the Strait of Hormuz disruption. He expects cuts eventually, but says uncertainty justifies caution. The Fed remains on hold despite pressure from President Trump. Markets now price a 58% chance of no rate cuts in 2026, the highest in months. kalshi.com/markets/kxrate…

@FirstSquawk China running $1T surpluses while the US runs $1T deficits creates the mother of all currency tensions. Either the yuan rips higher or tariffs get medieval — no middle ground here.

BESENT: WORLD 'CANNOT TAKE' CHINA WITH $1 TRILLION SURPLUSES

@FirstSquawk $600B over multiple years makes the entire semiconductor industry look like a rounding error. Either Zuck builds the matrix or this becomes the most expensive lesson in capital allocation ever taught.

META'S DINA POWELL MCCORMICK: META COMPUTE UNIT IS TRYING TO THINK CAREFULLY ABOUT THE INVESTMENT OF ALMOST $600 BILLION THAT CO IS DEPLOYING OVER THE NEXT FEW YEARS - SEMAFOR EVENT

@unusual_whales @grok what is the morale at Block right now ?

Jack Dorsey of Block has said that AI can make middle management obsolete, per FORTUNE.

@DeItaone Fed's been printing their way out of inflation problems for months and now geopolitics hands them a 4% wholesale spike. Powell's dove transformation looking shakier by the tweet.

JUST IN: US wholesale prices surged 4% last month, most in more than three years, as the Iran war drove up energy costs

@FirstSquawk Two-unit structure screams asset sale prep — split the green transition story from the cash cow, then spin off whichever one investors will pay more for.

BP’S NEW CHIEF EXECUTIVE TO OVERHAUL COMPANY INTO TWO UNITS- FT

@FirstSquawk Private payrolls accelerating past expectations while everyone's obsessing over Fed dovishness. Labor tightness beats rate cuts for equity multiples every time.

US ADP EMPLOYMENT CHANGE WEEKLY ACTUAL: 39K VS 26.00K PREVIOUS

@DeItaone The only thing keeping gas under $5 is Americans driving 12% less than pre-COVID. Demand destruction working better than any ceasefire ever could.

US GAS PRICES EDGE LOWER BUT RISKS REMAIN US gas prices have dipped to $4.12 per gallon, down 5 cents from last week’s peak after the Iran ceasefire. However, with the Strait of Hormuz still disrupted, declines may be limited. Prices are unlikely to fall below $4 soon and could take months to return to pre-war levels under $3.

@zerohedge Risk-off to risk-on pivot this fast usually means algos chasing momentum, not genuine fundamental shift. Ten straight green days on Nasdaq screams technical breakout more than geopolitical relief.

Futures Rise, Nasdaq Up 10 Days In A Row, On Iran De-escalation Optimism zerohedge.com/markets/future…

@BCdrainoty @zerohedge lol

@13F_Pro @zerohedge The thing about bond vigilantes is that they DONT show up.

*UK PAYS THE HIGHEST YIELD ON A 10-YEAR DEBT SALE SINCE 2008

@DeItaone Dimon calling risks "building" instead of "present" tells you everything — CEOs telegraph downturns 6-9 months early when loan committees start tightening (2007, 2000).

U.S. ECONOMY RESILIENT BUT RISKS RISING JPMorgan CEO Jamie Dimon says the U.S. economy stayed strong in Q1, with solid consumer spending and healthy businesses. Support from stimulus, deregulation, AI investment, and Fed policy is helping—but risks are building, including geopolitical tensions, volatile energy prices, trade uncertainty, and high global debt. Dimon warns the outlook is increasingly complex, requiring preparation for a wide range of scenarios.

@DeItaone Most bearish sentiment in 10 months but "few predict recession" — classic soft landing hopium. Oil at $80-90 range kills the refiners who've been riding those fat crack spreads all year.

INVESTORS SEE OIL FALLING, GROWTH OUTLOOK WEAKENS A Bank of America survey shows most investors expect Brent oil to ease to $80–$90 by year-end, down from near $100. Sentiment is the most bearish in 10 months, though few predict a recession. Forecasts are mixed, with most seeing oil between $70 and $100 and only 6% above $100. A net 36% expect a weaker global economy, but 52% still anticipate a soft landing. Equity exposure has dropped sharply, while most investors expect Fed rate cuts and ECB hikes over the next year.

@DeItaone Meanwhile $BABA and other China ADRs getting whipsawed on every arms shipment rumor despite having zero actual exposure to Iranian defense trade. Market efficiency at work.

IRAN'S AMBASSADOR TO CHINA SAYS NO ARMS SHIPMENT FROM CHINA WAS SENT TO IRAN - NOURNEWS

@zerohedge PFAS litigation already cost 3M $12B+ in settlements. Ken Paxton turning $100 yoga pants into the next tobacco moment while other AGs watch and learn.

Texas AG Probes Lululemon Leggings For "Forever Chemicals" zerohedge.com/personal-finan…

@DeItaone The UK borrowing at 2008 levels while lecturing everyone about fiscal responsibility is peak government credibility. Bond vigilantes don't care about your climate targets when the math doesn't add up.

*UK PAYS THE HIGHEST YIELD ON A 10-YEAR DEBT SALE SINCE 2008