#Commodities

Michael Kao

UrbanKaoboy

Musing 3 of the Day: As they taught at J. Aron (Goldman’s commodities arm), the cure for high prices is high prices, and vice versa. Cont’d. Squeezes can be nasty

Judy LM

pacholiejb

Here are a list of companies and industries in which the Koch brothers own a stake:Paper Products: Angelsoft, Brawny, Dixie, Mardi Gras, Quilted Northern, Soft n Gentle, Sparkle, Vanity FairWood:

Sarayu Pani

sarayupani

Ok, quick question: how many people rely on the PDS today? 67% of our population - that’s right. Over 900 million people. Anything that affects this is pretty terrifying, right?

Ed Dickson

EdDickson7

This landscape needs a lot of things. It needs less divisive rhetoric, more collaborative working and a re-imagining of food production in the uplands, with educated consumer buy-in and meaningful

Rachel A. LaFortune

ralafortune

Canada’s response on #KeystoneXL has made one thing clear: Canada is NOT a climate leader. Canada can't have its cake & eat it too when it comes to climate &

Finshots

finshots

India is the world's second-largest producer of sugar. Last year we exported ~5.7 million tonnes of sugar. But this year we may see a 25% decline in exports.But why? Turns

Raoul Pal

RaoulGMI

So, if the hypothesis that key driver of asset prices is the devaluation of fiat currency it pays to look at assets against G4 Central bank balance sheets as the

balajis.com

balajis

All wealth becomes digital.That's the consequence of software eating the world. Everything becomes analogous to a PDF, a set of digital instructions that you can get a printer (or a

Darren 🥚

ReformedTrader

1/ Separating the Wheat from the Chaff: Backwardation as the Long-Term Driver of Commodity Futures Performance (Feldman, Till)"The share of return variance explained by backwardation rises from 24% at a

Brenda Kelly

KellyB_Oxford

Unprompted, my @CherwellSchool year 8 daughter created this. (Thread 1/7) She showed it to me when I got home from a particularly emotionally challenging day in the Oxford Rose Clinic

Philip Stafford

staffordphilip

@ESMAComms latest report on derivatives trading helps underline why there needs to be a fix.https://twitter.com/staffordphilip/status/1328241905981911041 The market in 2019 shrank slightly, to €681tn outstanding total notional in Q4 from

Kevin C. Smith, CFA

crescatkevin

Thread:Markets are cyclical. Today, stocks trade at record high valuations while commodities are historically cheap in relation. Comparable conditions were present with the 1972 Nifty Fifty and 2000 Dotcom bubbles.

Riaz Gilani

RiazGilani

I knew of a small shopkeeper who made a real effort to have stocks of rare food items. He had a policy: No Credit. It didn't matter who you thought

contrarian 8888

contrarian8888

This looming gap between supply/demand for oil- not that dissimilar for Uranium (supply 120m, D 180m lb) will lead to a sea change in the investment climate. 1. This gap

AKASH

AKASHBH95801446

What are the Western countries trying to propagate to the East? America is very keen to export its McDonald and coco-cola culture all over the world, the culture that has

GlumBird

GlumBird

To anyone who decides to say that this represents care workers' abandoning those they care for: it is always the *company's* fault.My solidarity to these workers.https://twitter.com/UVWunion/status/1339233777860665344 The oppression

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