
Restore Britain is now the fourth largest political party in the country. When will the polls start prompting us fairly?
Devanik Saha
68.8K posts

@devaniksaha
Interested in stocks, politics and global economy | RTs not endorsements | views solely mine

Restore Britain is now the fourth largest political party in the country. When will the polls start prompting us fairly?




@IIMNationalists Is it defined anywhere what exactly constituted sexual violence in this survey? What were the questions asked.


Civil servants are demanding to not have to go into the office because of fuel prices. If they try these stunts under a Reform government they can spend all the time they want at home. Unpaid. Forever.

Israel has now become the first state to codify a death sentence that applies in practice to one ethnic group, while another is effectively shielded from it.

Passports will be shredded. Your citizenship means nothing. DEPORT!

Restore Britain is now the fourth largest political party in the country. We officially registered as a political party ten days ago. Proper progress.

Macro Strategy: The Hormuz Bottleneck & U.S. Fertilizer Autarky While the market remains fixated on crude oil volatility, the more critical disruption in the Strait of Hormuz lies in the global fertilizer supply chain. As the Northern Hemisphere enters peak planting season, the de facto closure of the Strait has paralyzed a vital artery that handles far more than just energy. In terms of global seaborne trade, Hormuz is the "choke point" for: Urea: ~33% to 35% of global exports (with Qatar and Iran as key suppliers). Ammonia: ~30% of global trade, the indispensable building block for nitrogen. Sulfur: Nearly 45% to 50% of global exports (essential for phosphate processing). If energy flows are restored but fertilizer logistics remain frozen, the crisis will bypass the fuel pump and hit the global food supply directly. The U.S. Investment Thesis: Domestic producers are the structural winners of this "double blockade." They are 100% insulated from Middle Eastern transit risks and benefit from a widening margin spread as global prices re-benchmark against expensive, stranded supply. Institutional Watchlist (100% U.S. Assets): $CF (CF Industries): The Nitrogen benchmark. Its Donaldsonville (LA) complex is the world’s largest, leveraging 100% domestic natural gas. $MOS (The Mosaic Co): Florida-based phosphate leader. Vertically integrated mines provide a strategic hedge against Saudi export disruptions. $UAN (CVR Partners): High-beta nitrogen producer. Strategically located in the Corn Belt (KS/IL) with zero reliance on maritime imports. $LXU (LSB Industries): Oklahoma-based chemical play. Significant operating leverage as global urea prices test new highs. Speculative Alpha / Turnaround: $RENX (RenX Enterprises): A Florida-based micro-cap pivoting toward green waste-to-fertilizer. Currently at ~$0.14. Monitoring the operational launch of their new Microtec capacity this month as a potential catalyst for a structural trend reversal. Conclusion: Risk management in 2026 requires looking past Brent Crude. U.S. fertilizer autarky is the definitive "Fortress America" play for the current geopolitical cycle. Just my opinion 😊 NFA #Stockmarket #Finance #Macro #Investing



🇺🇸 Stripper says troops who “look like fetuses” are blowing their money ahead of deployment

Tel Aviv is a disaster zone today. It’s impossible to find a seat at a café anywhere. Haters will tell you it’s AI.

IDF announces the killing of a soldier in Lebanon: Sergeant Moshe Yitzchak HaCohen Katz, 22, from New Haven, Connecticut.