Nico

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Nico

Nico

@NicoAIQ

Non-tech Hooman w/in a quant framework. Creativity won't come from an LLM. 🇺🇸 in UY/AR NOT ADVICE. Not financial or any type of advice, but strong opinions.

South America انضم Ocak 2024
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Nico
Nico@NicoAIQ·
What does it take to reach $5,000 platinum? In the simplest terms, investors embrace the existing perception—platinum can once again be worth more gold. Even as platinum has lagged, there has long been a nuanced belief that it is ultimately more valuable. The supply side supports that view; demand has not. nicoaiq.substack.com/p/platinum-why…
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Nico
Nico@NicoAIQ·
I know it seems like rocket surgery, but it really is not.
Nico@NicoAIQ

@SecRollins @USDA If producers are not making more money without writing them taxpayer funded checks, have you really done anything for farmers?

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Nico@NicoAIQ·
@SecRollins @USDA If producers are not making more money without writing them taxpayer funded checks, have you really done anything for farmers?
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Secretary Brooke Rollins
Secretary Brooke Rollins@SecRollins·
American farmers and ranchers are FINALLY making gains on the trade front. In just one year, we’ve enacted 18 new trade agreements. Reversing the unnecessary damage from the last administration. What was an ag trade surplus when we left office in 2020 had turned into a forecasted $50 billion deficit under Biden. We cut that deficit by 42% in a single year, and we’re on track to cut it even more this year. Our producers are opening new markets: ✅Corn exports up 25% ✅Ethanol exports up 20% ✅ Tree nut exports up 11% ✅ Dairy exports up 17% And we’re expanding domestic demand too with summer E15 and the largest Renewable Volume Obligations in American history.
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Nico
Nico@NicoAIQ·
@AndreasSteno So implying the people on here are wrong (limited knowledge) bc they are pointing out that futures that divorced from physical and being intentionally manipulated (possibly) send the wrong signal. The blind leading the assumed to be also blind is our new framework 😁
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Andreas Steno Larsen
Andreas Steno Larsen@AndreasSteno·
I love how this platform is so certain that they know more about the oil supply/demand than the market mechanism Dunning Kruger 101
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Nico
Nico@NicoAIQ·
@dtraintrader Yes, honestly, we have to plant the crop first. The El Niño can support a bearish bias, but it's meaningless right now.
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eminibandit
eminibandit@dtraintrader·
@NicoAIQ Good article. Those FB input maps backed up my thoughts that those marginal states won’t put in that many acres. Also I see Indiana and Ohio as areas that could get dry quick based on MJO patterns. SE dry spring could be telling where/if the summer block sets up
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Nico
Nico@NicoAIQ·
Covered in this Note: -Inflation -Corn Acres -Weather -Fertilizers -Position Update
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Nico@NicoAIQ·
@GoddessofGrain 🛑🛑🛑 Angie Ag X 🐻🧸🐻‍❄️🐨🐼 take a victory lap every time we trade down a nickel. Here are commodity prices since January USDA. We need a weather problem to convert our "stealthy" market into a real bull market.
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Angie Setzer
Angie Setzer@GoddessofGrain·
I'm not asking for our rain to go away entirely, I'm just asking if maybe we can share it with people who need it?
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Feed Ingredients
Feed Ingredients@multigrainua·
US forward wheat curve is clearly pricing higher. What’s driving this? If the US is largely energy self-sufficient, is this about fertilizer costs, or is the market seeing tighter supply ahead (weather, acreage, stocks)? Feels like more than just cost — expectations look elevated
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Nico@NicoAIQ·
Yesterday I shared this note and in the Chat. It seems we may want to test it shortly. "Why am I so enthralled with this chart? I intend to buy dips and add to my position until it fails or breaks out above $6.40."
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Nico
Nico@NicoAIQ·
Times they are a changin -Bob Dylan
War Monitor@WarMonitors

⚡#BREAKING 40 out of 47 Senate Democrats voted tonight against supplying bulldozers to the Israeli military - 36 put of 47 Senate Democrats voted against supplying bombs to the IDF - Not one Democratic Senator running for president voted tonight in favor of arms sales to Israel

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Nico@NicoAIQ·
@maiamindel There’s a lot going on there
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Maia
Maia@maiamindel·
I (30F) cheated on my boyfriend (32M) of four years with a high school classmate after he abandoned me right after surgery to hang out with his (19F) coworker that he also moved into our apartment. AITA?
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Roberto Haz
Roberto Haz@tudimebeto·
Este periodista empezó a entrevistar a una aficionada de Boca Juniors, la mujer se enamoró de él y le pidió el Instagram jajajaja es el mejor video del 2026. Tienes que cerrar el estadio, solo los genios hacen eso.
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Nico
Nico@NicoAIQ·
I don’t usually spend much time trading the different wheat classes, often sticking to Chicago as the proxy, but if Kansas City wheat breaks out, who will be there to sell it a dime—or even 50 cents—higher? The chart certainly looks like it wants to find out.
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Nico
Nico@NicoAIQ·
Thursday, April 16, 2026. KC Wheat Has Our Full Attention. Hopefully, a Better Cattle Trade than Q4. NOPA Confirms Demand Red Hot. Kudos to Baseball’s Changes. I posted my favorite chart: the large, rounded-bottom semi-circle on Kansas City wheat that has my full attention.
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Joe Weisenthal
Joe Weisenthal@TheStalwart·
*SAUDI ARABIA’S PIF ON VERGE OF CUTTING SUPPORT FOR LIV GOLF: FT
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Ck@Ck27126422·
@NicoAIQ You don’t live here.
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Nico@NicoAIQ·
The icing on the cake with the lazy corn assumptions: Big stocks Big yields Big acres Big production Everyone has fertilizer is when Trump goes to China and sells a bunch of grain as some conquering hero, and we find out we don't have any of the above.
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Nico
Nico@NicoAIQ·
@BobertBedford @okie_jayhawk Wait until the other LARPers see the clicks and start writing about the Trump Future Fission Economy (TFFE), & how it was planned before the invasion.
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اكتشف

@SecRollins @USDA @AndreasSteno @dtraintrader @calvinfroedge @GoddessofGrain @multigrainua @maiamindel