Independent thinking for complex markets and current events
Originally published on my Substack. Fertilizer is getting stuck in transit, with shipments piling up on the wrong side of the Strait of Hormuz and plants in India, Algeria, and Slovakia shutting down or slowing while China restricts exports. Australian wheat farmers are planting less. U.S. corn and soy farmers are asking President Trump for …
US officials, including Pranay Vaddi, an arms control official on the National Security Council, have made public comments about the changes to the strategy. Vaddi said in June that the new strategy emphasizes “the need to deter Russia, the [People’s Republic of China] and North Korea simultaneously.” The strategy also focuses on China for the …
Bulls, there are four bubbles in this picture. Can you spot any of them? pic.twitter.com/N2EFWNsXJ9 — Mac10 (@SuburbanDrone) March 5, 2024 Semis are 20 years overbought and Powell is speaking. This is why I watch markets. I'm out of Netflix. pic.twitter.com/uPno02WPBe — Mac10 (@SuburbanDrone) March 4, 2024 Microstrategy said they're selling convertible bonds to buy …