Pablo

I can mash potato and I can do the twist 💪

[Dr. David @DrDavidivw]

The State of Florida is launching a study on Ivermectin to see if it can potentially cure cancer.

This is HUGE.

[The Cradle @TheCradleMedia]

AIPAC financial blacklist targets Democrats who challenged aid to Israel
——
The American Israel Public Affairs Committee (AIPAC) has effectively blacklisted more than two dozen House Democrats from its fundraising portal following their support for a failed amendment to restrict military aid to Israel, according to The Hill.

The measure, introduced Wednesday by Representative Thomas Massie, sought to slash $3.3 billion from Foreign Military Financing and block the use of fiscal 2027 State Department funds for Israeli operations. While the amendment failed by a 104-314 vote, the move exposed a widening fracture within the Democratic Party regarding its traditional alignment with Israel.

Among those stripped of donation links on AIPAC’s site are high-ranking party officials, including House Democratic Whip Katherine Clark and former Speaker Nancy Pelosi. Representing the shift in sentiment, Representative Jake Auchincloss publicly defended his vote by citing the catastrophic toll of the US-Israeli war on Iran and the surge in Israeli settler violence across the occupied West Bank.

Auchincloss argued that the congressional mandate to supply US weaponry is a grant of trust that has been eroded by the actions of Prime Minister Benjamin Netanyahu and the Trump administration.

AIPAC spokesperson Deryn Sousa confirmed the punitive financial measure, stating that the organization’s members are "disappointed" by those who broke with the lobby's legislative priorities. This move intensifies the ongoing ideological struggle within the Democratic Party, where the influence of the pro-Israel lobby is increasingly positioned as a litmus test for candidates.

[Petar Momchev @momchev12]

"China called. They want to make a deal and stop developing new AI models"

[Pablo @OneUSDHedgeFund]

@macroguru9 He needs to speak to his boss first 🙃

[Pablo @OneUSDHedgeFund]

@macroguru9 Behaving the exact same way Joe Biden did.
Guess the kitchen chef serves the same menu 🙃

[Pablo @OneUSDHedgeFund]

@atrupar His kitchen chef doing great job again 💪🏿💪🏿💪🏿🙃

[Pablo @OneUSDHedgeFund]

@unusual_whales Dollar value revaluation coming 🧐

[*Walter Bloomberg @DeItaone]

GOLD SET FOR WORST QUARTER SINCE 2013

Gold is on track for a 13% quarterly loss, its biggest decline in 13 years.

The selloff is driven by expectations of higher U.S. interest rates, with markets pricing in multiple Federal Reserve rate hikes this year.

Analysts say a stronger dollar, easing energy prices and higher-for-longer rates are likely to keep pressure on gold.

[Pablo @OneUSDHedgeFund]

@macroguru9 He may say whatever he wants but will always do what his black hat masters tell him to do 🤷

[Pablo @OneUSDHedgeFund]

@atrupar Mr @realDonaldTrump your boss Satanyahu might not like it and you will look stupid...again 🤷

[Pablo @OneUSDHedgeFund]

@JavierBlas Just like taxes in the EU 🙃

[Pablo @OneUSDHedgeFund]

@HormuzLetter Was that after Trump-Satanyahu call or before? 🧐

[JAZ Macro @JAXCapital]

1000% what Brett’s outlined here

However, trump has 0% ability to acknowledge a loss and just walk away with his tail between his legs

Which is why I believe he will escalate for sure.

He would 1000% rather burn Iran down than walk away. He doesn’t give a fk

[Pablo @OneUSDHedgeFund]

@JAXCapital Let's not forget Israel.
They've gone that far and dragged US into this war and they won't just let it go.

[Pablo @OneUSDHedgeFund]

@charliebilello Don't be such an antisemite.
Everything for Israel 💪🏿
🙃

[MacroGuru @macroguru9]

Record Rise In Equity Allocations By Global Fund Managers In May – BofA Survey

- Just 4% Of Fund Managers See 'Hard Landing'
66% Of Respondents Expect Hormuz Bottleneck To End In Next Few Months
- 62% Of Respondents Target 6% On 30-Year Treasury Yields, 20% Target 4%
- Cash Levels Drop To 3.9% From 4.3%, Biggest Monthly Drop Since February 2024
- 40% Of Respondents Say Second Wave Of Inflation Is Biggest Tail Risk

[عبدالعزيز المقبل @AzizSapphire]

How many liters of gasoline ⛽️ can $100 buy you in different countries

[Kurt S. Altrichter, CRPS® @kurtsaltrichter]

Warsh has signaled he wants to change the Fed’s preferred inflation gauge.

The Fed has used Core PCE, which excludes food and energy, as its benchmark since 2000. Warsh favors Trimmed Mean PCE, which removes the most extreme price movements each month instead of excluding whole categories.

The practical difference: Trimmed Mean PCE currently reads 2.36%, well below the 3.20% reading on Core PCE. Depending on which measure the Fed follows, the case for rate cuts looks very different.

This is not a minor procedural change. The metric the Fed uses to gauge inflation directly determines when it judges the economy to be at target.

If Warsh moves the committee toward Trimmed Mean PCE, he is mathematically moving the Fed closer to a declared victory on inflation, which creates runway for rate cuts even as headline readings stay elevated.

You’d think with 400+ Ph.D. economists and 500+ researchers on the payroll, the Fed would run the most sophisticated macro forecasting operation on the planet, leaving Bloomberg and every major hedge fund in the dust. Not even close. When the data doesn’t cooperate, just change the data.

Same thing I saw in the Army when time or weather worked against higher leadership, and we would quietly move the goalposts rather than admit the standard couldn’t be met. Can you tell why I didn’t stick around for the full 20 years?

[Pablo @OneUSDHedgeFund]

@MeghUpdates Hey, everything for Israel 🤷
🙃

[Sunchartist @sunchartist]

When your politicians are foreign assets, these are exactly the kinds of decisions that are made.

I will die on this hill.