
More than 14 million proud Iranians have so far registered to sacrifice their lives to defend Iran. I too have been, am, and will remain devoted to giving my life for Iran.
john
727 posts


More than 14 million proud Iranians have so far registered to sacrifice their lives to defend Iran. I too have been, am, and will remain devoted to giving my life for Iran.

What kind of "Data " would they need one million acres and ten power stations to store? And why are they building them near Lakes that are used for water supply? Nothing about these so called Data Centers makes sense.

BREAKING: Israeli journalist Amit Segal, who is close to Netanyahu and leaked details about the missing second pilot in Iran, feels confident he won’t be charged by the Department of Justice.


Today I sat down with Jordan Levi, the Kosher Cowboy - a Jewish kid from the Chicago suburbs who became the largest cattle feeder in America. Jordan runs Five Rivers Cattle Feeding with a capacity of nearly a million head. He started as a runner on the Chicago Board of Trade at 13 and found his way to cattle through a hedge fund that sent him to a feedlot in Amarillo. He showed up in Gucci loafers and never left the industry. We go deep on how he trades the curve instead of making binary bets, why the cattle supply is the tightest since the 1950s, and what it takes to manage risk on nearly a million animals across 13 feedlots. I hope you enjoy this episode as much as I did. 02:16 - The Belted Galloway 03:51 - The Kosher Cowboy 08:05 - Pulling value of the futures forward 11:43 - Learning Cattle trading 16:48 - Daily average gain in cattle 18:20 - Jordan’s Eureka moment in the cattle industry 21:08 - What does trading in animals actually look like? 27:05 - How Jordan defines his ROI in trading cattle 31:17 - The Cattle curve 33:37 - The state of the cattle market 42:10 - Buying the largest cattle feeder in the world 46:09 - Grass vs. grain fed cattle 49:15 - Predictions for the cattle supply over the next 10 years 50:54 - The international market 53:17 - Trading frequencies and macro thesis 01:00:27 - USA beef vs. international beef 01:05:21 - The cattle supply chain 01:07:32 - The future of auction yards and ranchers 01:09:40 - AI in AgTech 01:12:52 - The biggest problem facing the industry 01:14:42 - Livestock as a commodity that dies and how that impacts trading theory 01:20:51 - Is there a market for new entrants into cattle? 01:21:41 - Beef prices and the impact of a closed border on the industry 01:24:39 - Jordan’s biggest ideas for the industry 01:26:49 - Philanthropic efforts 01:31:24 - a day in the life of Jordan 01:26:42 - Risk management in cattle 01:41:17 - Does what you do show a leading indicator to the broader health of the American economy?


Say what you want, but I’ve never seen anything like it in my entire life — a Commerce Secretary practically living in the Oval Office with the President 24/7. Something about this is seriously off.

🚨BOMBSHELL🚨 Former Capitol Police officer Shauni Kerkhoff failed a November FBI polygraph test when asked if she placed pipe bombs on Jan. 5, 2021, a court filing states.

Notable deal in distribution this morning. Sysco is buying Restaurant Depot for $29 billion. Plans to expand RD more aggressively. It gives Sysco a huge entry into cash-and-carry and a large number of independent restaurant customers. restaurantbusinessonline.com/financing/sysc…


BREAKING: Peter Mandelson is no longer on bail, and has been released under investigation. trib.al/XVPaXiD


Bill Clinton: "I felt closer to [Ghislaine Maxwell] than [Jeffrey Epstein]." House Oversight Committee: "Why Was that?" Clinton: "Because... she was very good friends with Evelyn Rothschild and his wife, Lynn, whom I knew and was in regular touch with."

Hillary Clinton bitches being asked about Pizzagate at her deposition! Thank you Hildabeast for keeping Pizzagate front and center in the news!

🚨 SAM ALTMAN: “People talk about how much energy it takes to train an AI model … But it also takes a lot of energy to train a human. It takes like 20 years of life and all of the food you eat during that time before you get smart.”