TruckSpotting

Take your appetite to the curb with our GPS Food Truck Locator App for iPhone and Android.

[Stocktwits @Stocktwits]

Stocktwits users were ready 👀

$AMD sentiment jumped 122% BEFORE today’s +7% rip.

Message volume up 62% before the move.

[Conor Sen @conorsen]

Good chart from @NewsLambert showing that home price weakness in Sun Belt metros is abating:

[Trung Phan @TrungTPhan]

Shinrin-yoku (aka “forest bathing”) is one of my fave Wikipedia entries

[Ev Hand @Evan_Hand]

SOMEONE INVESTIGATE THIS MAN! After Florian Balogun got a red card last night, the Americans started looking into the ref that gave him the card.

And we found that Rafael Claus here has some skeletons in his closet 👀

[Joe Weisenthal @TheStalwart]

A DATACENTER IS A BANK

In today’s newsletter, I wrote some things I’ve been thinking about since our chat with @iaindunning, and how maybe one day we’ll have datacenter supervisors like we have bank supervisors who monitor things like depositor concentration etc

[Otavio (Tavi) Costa @TaviCosta]

And again:

Algos dumped precious metals on hotter-than-expected inflation data.

Then smart money stepped in and bought the dip once again.

Silver now pushing toward $90/oz.

Welcome to an unhinged inflationary era.

Game on.

https://t.co/tvt7jkZIzf

[RetroNewsNow @RetroNewsNow]

📺On ‘M*A*S*H,’ Gary Burghoff makes his final regular appearance as Corporal Walter ‘Radar’ O'Reilly.

(Repeat episode, May 12, 1980)

[TruckSpotting @TSpotting]

RT @thechartdr: Tomorrow’s PCE and Thursdays CPI will be the most worthless prints now that the war is likely ovr and oil will go back to $…

[Joe Weisenthal @TheStalwart]

Also what's this about? Do we actually know for sure that Satoshi "came out of hiding" during the block size war? I don't remember that detail in @jonathanbier's book.

[Anthony Pompliano 🌪 @APompliano]

Three companies stand to profit from a dual catalyst of the oil shock & tariff refunds.

Baker Hughes $BKR
Valero Energy $VLO
Cheniere Energy $LNG

We found these stocks by using the latest AI tech to comb through lots of data.

Subscribe for research: https://t.co/hhrfSsapOU

[Casey Silver | Trade Tracs @CaseyVSilver]

$WBD sitting at $27.32 while $PSKY lines up $24B in Gulf equity to take it out — this deal just got real 👀

$81B bid backed by Saudi PIF and Qatar QIA. That's serious sovereign money. $WBD trades at a $67.75B market cap, so premium potential is in play. RSI at 44.59 — not overbought, room to run on deal confirmation.

Price is below SMA 20 ($27.44) and SMA 50 ($27.83). Break and hold above both = momentum shift. $30 is the 52-week high and obvious resistance.

Watching for confirmation — this is a buy-the-dip setup with M&A catalyst. Key level: $27.83.

#MediaDeals #MergersAndAcquisitions #Trading

[Casey Silver | Trade Tracs @CaseyVSilver]

48-hour ultimatum on Iran — Strait of Hormuz is back in play ⚠️

Trump threatening "all hell" if Iran doesn't reopen the strait is a massive geopolitical flashpoint. ~20% of global oil supply transits Hormuz. Any closure or military escalation = instant spike in crude.

Eyes on $OIL, $USO, $XOM, $CVX for long setups. Defense names $LMT, $RTX, $NOC could rip. Airlines $DAL $UAL and shipping $ZIM get hit on a supply shock. Risk-off tone — watch $GLD and $UUP as hedges.

Stay nimble. 48 hours is a short fuse 🔥

#CrudeOil #Geopolitics #Trading

[How I Write Clips @PerellClips]

We've become a Right Angle Culture.

Buildings got more boxy, spreadsheets got more prominent, and even the written word has been standardized.

These right angles are a reflection of how logic and measurement-driven we've become, and for all its benefits, it's come at the cost of being connected to nature.

You can see the shift in the history of art. Impressionism had almost no right angles but mid-century artists like Piet Mondrian and Josef Albers loved painting with them. As Marshall McLuhan once said: "Artists are the antennae of civilization. They're early warning systems that tell the culture what's about to happen to it."

[Gene Trevino @GenoVeno73]

🚨 THIS IS TRAGIC

US Marine Corps Colonel and combat veteran, Doug Krugman, "resigned from the military because of Trump," after 24 years of service.

He wrote in an op-ed in the Washington Post stating, and I quote:
"United States military officers take an oath to defend the Constitution without mental reservation or purpose of evasion. I swore or repeated that oath under five presidents, starting with former president Bill Clinton. I risked my life for it, serving as an infantry officer in two wars. I watched Marines die for it."

"No commander in chief is perfect. President Clinton’s moral failures are well known. President George W. Bush’s invasion of Iraq might be one of the worst errors in U.S. history. All recent presidents share responsibility for our failure in Afghanistan. I continued to serve despite all that because I believed the Constitution brought the country more success than failure, and I believed our presidents took their oaths to it seriously."

"With President Trump, I no longer believe that. During his first term, his actions became increasingly difficult for me to justify, culminating with the Jan. 6 attack on Congress as it tried to execute its duties. I hoped he had learned from those errors, but it only took a few days of his second term for me to realize he had not. I could not swear without reservation to follow a commander in chief who seemed so willing to disregard the Constitution."

"Worse than immorality, however, has been President Trump’s willingness to disregard the law and Constitution to achieve his goals. When asked in May about the Fifth Amendment requirements for due process and if he needed to uphold the Constitution as president, the first words out of his mouth were "'I don’t know.'"

"Instead of trying to work within the Constitution, or to amend it, President Trump is testing how far he can ignore it. If voters and legislators cannot close the gaps in our laws to clarify the limits to presidential power, those who serve our government will continue to struggle. The next president — of either party — may continue us down this path toward collapse."

"I voluntarily gave up my rank as the president suggested, but the future of our country is more important than any individual’s career, wealth or power. I have no regrets about my decision. I have given up the service I loved for the freedom to do the right thing, the freedom to speak my mind and the freedom to speak in defense of our country."

[James Tate @JamesTate121]

Jessica Aber’s death feels like one of those stories that’s meant to fade quietly into the background — a tragic headline that people are supposed to forget. But when a career prosecutor who spent her life chasing Russian cybercriminals, CIA leaks, and war criminals turns up dead just weeks after resigning, forgetting isn’t an option.
Aber, the former U.S. Attorney for the Eastern District of Virginia, was found dead at her home in Alexandria on March 22. She was 43 years old. Police haven’t said how she died, but the timing — and her unfinished business — makes it impossible to ignore.
THE PROSECUTOR WHO WOULDN’T BACK DOWN
Jessica Aber wasn’t just a lawyer — she was the person you sent in when things got messy.
In January, just before her resignation, Aber helped put Asif Rahman, a former CIA analyst, behind bars for leaking top-secret information about Israeli military plans against Iran. The information ended up splashed across social media in October 2024.
Aber didn’t mince words when Rahman pleaded guilty. She warned that his leak had “placed lives at risk” and “compromised our ability to collect vital intelligence in the future.” That’s prosecutor-speak for this guy seriously screwed things up. Whatever Rahman leaked, it wasn’t just embarrassing — it was dangerous.
BIG CASES, BIGGER ENEMIES
Aber’s cases didn’t stop there. In November 2024, her office prosecuted a Virginia-based company accused of funneling sensitive U.S. technology to a Russian telecom firm with Kremlin ties. It wasn’t exactly an accident — the company allegedly disguised shipments and played fast and loose with American tech that Russia wasn’t supposed to have.
Then there was the war crimes indictment. Aber’s office charged four Russian-linked individuals with torturing and unlawfully detaining a U.S. national in Ukraine. She wasn’t just making legal noise — she was putting serious pressure on powerful figures with deep connections.
Aber’s career was a parade of people you wouldn’t want showing up at your funeral — oligarchs, cybercriminals, and corrupt players with resources to make problems disappear.
A SUSPICIOUS EXIT
Aber resigned in January 2025, just after Donald Trump returned to power. Nobody’s said she was forced out, but resigning from one of the country’s most powerful U.S. Attorney’s offices weeks after jailing a rogue CIA analyst feels a little too clean.
It’s not hard to imagine why someone like Aber might suddenly find herself in a tight spot. Trump’s return came with a wave of loyalty tests and DOJ shakeups — and Aber’s aggressive pursuit of Russian networks and CIA leaks doesn’t exactly scream “team player” in this new political climate.
If she was pressured to resign, what cases got quietly buried when she left?
A SYSTEM THAT’S GONE SOFT ON POWER
The Supreme Court’s ruling in July 2024 handed Trump near-total immunity for “core presidential powers,” including military command. Justice Sonia Sotomayor warned that this decision could allow a president to order an assassination — and face no legal consequences.
By the time Aber resigned, that ruling had already cast a long shadow over the Department of Justice. Prosecutors like Aber — the kind who took on powerful players with foreign connections — were now working in an environment where accountability had been gutted.
If Aber’s investigations had exposed something that threatened powerful interests, the court’s ruling would have made it easier for those interests to apply pressure — or worse — without consequence.
Her resignation may have been voluntary. It may not have been. But by the time Aber walked away from her post, the guardrails protecting prosecutors like her were already crumbling.
WHAT DID ABER KNOW?
Jessica Aber knew things that mattered — things that powerful people wanted buried. She chased down Russian cybercriminals, locked up a CIA leaker who compromised military intelligence, and tangled with foreign operatives who wouldn’t hesitate to make problems disappear.
Now she’s gone, and the timing stinks.
Maybe her death was just an awful coincidence. Maybe it wasn’t. But when the people investigating corruption start turning up dead, there’s only one responsible thing to do:
Start asking louder questions. Via MSNBC{News Junkies}

[Michael Pettis @michaelxpettis]

1/14
Barry Eichengreen: "Ultimately, the fate of the dollar will turn on the willingness of America’s leaders to uphold the rule of law, respect the separation of powers and honour the country’s commitments to its foreign partners."

https://t.co/2XwOEsqlSd via @ft

[TruckSpotting @TSpotting]

@rohindhar You also need a Landscaper!

[TruckSpotting @TSpotting]

@shl https://t.co/HQWXTPtSLA

[Jon Favreau @jonfavs]

Today’s Republican Party, which is by no means conservative, wants the state to regulate many aspects of our private lives: our political beliefs, what we read, who we marry, when we have families

They’re not anti-government, they’re anti-governments that aren’t run by them.

[TruckSpotting @TSpotting]

@lexhustle1 Forgot Tampa!