25 Comments

Bought WEAT this morning. Up up up. 30% of the worlds wheat is locked up in the Black Sea.

Expand full comment

im 18% up in 3 trading days should go parabolic watch for the huge pullback

Expand full comment
Mar 2, 2022·edited Mar 2, 2022

I am buying semi conductors. I bet the whole world will sow wheat now to buy semi conductors.

Continue to buy long dated SOXX calls

Expand full comment
Mar 2, 2022·edited Mar 2, 2022

I’ve noticed that, I’ve been away from it. But I understand it grows in Ukraine. Word on the street is that corn might be going up too. They say there’s not a lot of fertilizer to grow it and farmers are switching to soybeans. I’m not a big fan of it, you can’t really digest it. But if there is a really short supply of corn this year, might be a good play.

Expand full comment

Great Resource thx. Been invested in commodities since Dec. 2020 and continue to add to my position.

Expand full comment

Excellent headline. I skip anything with a ‘panic’ attitude headline.

Expand full comment

Thanks!

Expand full comment

OIL ::: Midterns ::: Correlation

WTI up a bit but than down to about 60 USD till November?

"With the November midterms rapidly approaching, politicians should remember that Americans want lower prices at the pump and grocery store."

Most Important Problem

https://news.gallup.com/poll/1675/most-important-problem.aspx

Expand full comment

DON'T LOOK H E R E :

...

On February 24, the first meeting of the WHO's INB ("Intergovernmental Negotiating Body") was held to develop an international pandemic treaty. On the same day, WHO also published a detailed report on the COVID situation.

Largest global data network planned

Democratically legitimized states to have less say

It is clear from the WHO report presented on February 24 that the issues addressed go far beyond health protection and pandemic response to include environmental policy and, above all, data collection and analysis.

...

WHO Document

https://www.who.int/publications/m/item/covid-19-research-and-innovation---powering-the-world-s-pandemic-response-now-and-in-the-future

Expand full comment

DON'T LOOK H E R E :

These days, ask your search engine news for "china digital currency"

...

China set to approve 3rd batch of localities for digital yuan trials - state media

China's Supreme Court adds digital currency to list of illegal fundraising methods

Why Central Banks Got Serious About Digital Money

Bit by bit, central bank digital currencies like China’s will eat into US dollar hegemony

China Can Bypass SWIFT by Putting Digital Money in Play

China’s digital currency push faces uphill battle

SWIFT’s Russia curbs rock Chinese stocks, but boost digital currency shares

The Federal Reserve Bank of Boston and the Massachusetts Institute of Technology (MIT) have jointly developed a basis for the possible introduction of a digital US dollar.

Agenda: Why it is time for Scotland to embrace a digital currency

Expand full comment

Thanks

Expand full comment

Thanks!

Expand full comment

Greg, Thanks for the link. As of right now, Wheat is selling for $9.32 USD per bushel. Kansas wheat farmers are breathing a sigh of economic relief.

Expand full comment

THANKS TEACHER.

Expand full comment

Thank you for all the information you provide to us.

Expand full comment

Thanks!

Expand full comment

What this means is that the amount of green house gasses passed by human will be reduced. No Gluten No gas.

Was this a John Kerry initiative ? lol

Expand full comment