Jack Bunney
5.8K posts
Jack Bunney
@bunney_jack
Rancher in South Eastern Alberta, father of 3 teenage girls, spent most of my life in oil and gas to pay for cattle!! Trying my hand in the stock market.
Katılım Kasım 2020
727 Takip Edilen813 Takipçiler
@bunney_jack Ya buddy….gonna be lots of pumping to do for a long time…
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@VanIsleInvestor I love it! No demand destruction, good companies printing. What else could you ask for?
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The fact that oil is down 5%+ is a joke, frankly.
Oil has dropped significantly over the past few weeks in anticipation of a deal that has yet to materialize.
Meanwhile, SPR’s & storage are draining rapidly. Oil should be up every day until all flows are normal.
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What if Trump tries to stop the bond market from imploding
By launching a 50 year gold back bond...
Or revaluing Gold...
Catching 99.99999999% of the world off-guard🍿
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@marketplunger1 Have to hedge with some good degenerate gold/silver miners. This is the way. If your going to fight the fed you gotta hit em at multiple angles.
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Thoughts on owning oil/oil equities heading into a long weekend.
This has been the most challenging asset to own.
There are tail risks on both sides.
Fundamentals say you can't own enough.
Tweets/ceasefire news says you shouldn't own much.
You feel terrible either way.
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@gbtangus Hurray up and weigh it and tag before it gets its first suck! Dont let them bond in peace man!
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@KenSchaus It was a dirty ass whooping, I stayed alive through that but it sucked so bad when you seen price of beef at store and you would shoot a 2000lbs bull with footrot cause you would lose your ass any other way. However I will argue that a 7 year drought with low cattle prices worse.
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23 years ago a cow was found with BSE in Canada
That discovery changed the Canadian Beef industry forever
Personally every challenge Ive had since that time pales in comparison to those years
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We Are 6 Months From Global Food Shortages Because Farmers Are Facing A Quadruple Whammy Crisis zerohedge.com/personal-finan…
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@cjquaschnick @KobeissiLetter I bot a bunch of weat and corn contracts so I can feel the pain without working for it
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Food is set to become even more expensive:
World fertilizer prices have surged +44% since the start of the Iran War, to the highest since 2022.
This comes as ~33% of globally traded fertilizers pass through the Strait of Hormuz, which remains effectively closed.
This includes 23% of global ammonia, 34% of urea, the world's most widely used nitrogen fertilizer, and nearly 20% of global phosphate supply.
Furthermore, the Bloomberg Agriculture Subindex has increased ~9% since the Iran war.
The index tracks the futures prices of key agricultural commodities, including wheat, corn, soybeans, sugar, coffee, and cotton.
In the past, world fertilizer prices have acted as a leading indicator for agricultural output prices, as rising production costs eventually force farmers to reduce supply, pushing crop prices higher.
A new wave of global food inflation is imminent.
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PeerMetals@peer_metals
Goldman Sachs just raised their central bank gold buying forecast. 🥇 Banks now expected to buy 60 tonnes per month through 2026. Previous estimate was 29 tonnes. Almost doubled. Geopolitical risks driving the rush. Goldman expects gold prices to recover by year end. 📈 #Gold #GoldmanSachs #PreciousMetals
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Over $70 on the curve out to 2029
El Donaldo gave energy bros the greatest gift in history. The stupid SOB has no idea.
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