IDEA 1 TICKER: MFG DIRECTION: short THESIS: Japanese regulators are probing suspected insider trading at Mizuho Securities and raided its headquarters, which is negative news likely to impact investor confidence and potentially lead to fines or reputational damage for Mizuho Financial Group. SPEAKER: @FirstSquawk TIMEFRAME: short-term to medium-term

IDEA 2 TICKER: CL=F (Crude Oil Futures) / USO (US Oil Fund ETF) DIRECTION: long THESIS: Iran launching "Smart Control" exercises at a critical oil transit point (likely Strait of Hormuz) increases geopolitical risk and could disrupt oil supply, leading to higher crude oil prices. SPEAKER: @zerohedge TIMEFRAME