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MacroViews
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MacroViews
@from_10000ft
Figuring out how it all fits together. Investor, global macro, travels, adventure & learning
Katılım Şubat 2015
300 Takip Edilen3K Takipçiler
MacroViews retweetledi
EU was already a shambles when UK voted for independence in 2016.
Since then, EU has become less democratic, passed laws that have decimated its economy, and shown itself to be wholly incompetent when it comes to international affairs.
Rejoining would be “a colossal mistake.”
POLITICOEurope@POLITICOEurope
Brexit was “a colossal mistake” and the U.K. should rejoin the EU, Finland's President Alexander Stubb said today. politico.eu/article/finlan…
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MacroViews retweetledi
Every single time Ed Miliband goes on the TV, his ludicrous, entirely dishonest, gaslighting arguments are effortlessly dismantled.
It doesn't matter what the subject is.
Fuel costs
Energy prices
Net Zero
*Nothing* he says is based in reality.
The man is a dangerous liar.
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MacroViews retweetledi
Nonsense
1. There is no global price
2. Imports displace LNG, the most expensive gas source and reduces the frequency with which it sets the price therefore cutting imports absolutely will cut prices and therefore bills
3. We earn significant taxes on our own production, plus through the major supply chains supporting it. The additional taxes could be used to cut bills eg by moving more policy costs to taxation or to fund cuts to the fuel duty
It's just not true that increasing our production wouldn't save us "a single penny"
And some new production eg tiebacks can come on pretty quickly
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China second largest exporter of fertilisers globally. Huge reliance on China from countries like India, Thailand, Vietnam...last couple of years we've had near perfect conditions for ags. IF we were to get weather issues amidst a fertiliser shortgage could have real issues
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Still think market is not paying enough attention Ags & the fallout from Iran/ME disruption. With China banning exports of fertilisers this will have a huge impact on food prices down the line. Brazil imported 20%+ of its fertiliser needs from China last year #sugar #wheat #corn
MacroViews@from_10000ft
I'm surprised market hasn't bid up ag prices. Seems overly complacent given higher energy prices, higher and less availability of fertilisers. Market asleep or not relevant?🤔 #corn #wheat #sugar
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MacroViews retweetledi
DIGITAL ID: "Labour is manufacturing consent for digital ID" - @spikedonline
We say NO! @Keir_Starmer @darrenpjones
#NoToDigitalID
Read more⬇️
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MacroViews retweetledi
I have grown tired of the terrible takes on the G-7 SPR release narrative, so wrote my thoughts on it on substack...it is open to all >
The G-7 SPR Bluff: Why 300 to 400 Million Barrels Changes Nothing open.substack.com/pub/tracyshuch…
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@panpalobar How is sugar looking to you? It’s a commodity very few are looking at imo.
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MacroViews retweetledi
Strait of Hormuz Crisis Oil, Gas, Fertilizer, and the Industrial Chemical Cascade Nobody Is Mapping substack just dropped ...link in bio
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#Wheat $ZW_F $WEAT 2026 projection:
1) -I Extended the projection from Jan 2025. Main idea is that a major low formed in Oct 2025 (at least 18M cycle low). A new up wave (blue) is expected to last into 2027
-Red is a detailed projection. A minor low was due in Mar, unclear if we just saw it or is still ahead
-Fertilizer prices are exploding and war usually result in inflation and food prices going higher/agris are typically bid (cont...)
Namzes@Namzes_G
🔮 #Wheat $ZW_F 2025 projection: -We timely called 4 year cycle low in wheat in 2024 (blue line) -20 week cycle is most dominant intermediate cycle and shown below -4 year cycle should provide impulse move at least till 2026
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@panpalobar #Sugar continues to frustrate but it does seem to be building a base and holding where it needs to. With oil and fertiliser prices rising and the availability of fertilizers. this should provide a tailwind.
Is that how you’re seeing it?
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#SoybeanOil $ZL_F #commodities
If you have been following my work, you know that I have been very bullish for the past few months and have been targeting the $65 level.
I took profits the other day, but I felt it might pull back, so I took a short position. I was stopped out today. I felt immense pleasure taking that loss because I followed my original plan and closed my position immediately when the price traded above Monday's high ($64.28).
Palobar@panpalobar
#soybeanOil $ZL_F #commodities Soybean Oil reached $64.28 today. That was a 35% moved in 2.5 months from the last professional A/D. I would take profits here. Professional A/D and compounding are your keys to financial freedom. Do not look elsewhere. @forexstophunter
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In this environment expect Govts around the world to start to ban exports and build reserves for food security
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I see Ed Miliband's net zero energy policy is working out exactly as everyone (except for Ed) expected 🤦♂️
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Please tell me that's her suitcase and she's packed her bag and is leaving
Prosperity Institute@Prosperity_Inst
📢Prosperity Institute's response to the #SpringStatement 👇🧵 📉The Spring Statement 2026 was mostly an economic update with no new tax cuts or major stimulus, despite continuing cost-of-living pressures for households.
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Finance / fintech was the one area the UK historically excelled at and they could attract capital, business and the brightest people. UK has thrown away any competitive advantage, the result is capital and brain drain as businesses and people leave 🤦♂️
MacroViews@from_10000ft
The UK continues to snatch defeat from the jaws of victory at every possible opportunity. The government is the most inept and devoid of ideas ever. It takes real effort and discipline to be this useless
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The UK continues to snatch defeat from the jaws of victory at every possible opportunity. The government is the most inept and devoid of ideas ever. It takes real effort and discipline to be this useless
Cointelegraph@Cointelegraph
🇬🇧 NEW: UK investors will be unable to buy crypto products in their ISAs from April after HMRC reclassified crypto ETNs to a wrapper that no mainstream platform currently offers.
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MacroViews retweetledi
“Let’s spend £4.5 trillion on net zero over the next 25 years. Let’s sign a major energy deal with Chins but not publish the details. Let’s ban new oil and gas licences in the North Sea but spaff away £40billion buying North Sea oil and gas from Norway. Let’s buy coking coal shipments from Japan but ban UK coal mining. Let’s plaster thousands of acres of farmland with solar panels but spend £50million on sun dimming experiments. Let’s give Drax an estimated £1.8billlion in taxpayer funded subsidies on top of the £11billion it has already received despite Drax burning an amount of wood equivalent to 300 million trees. Let’s give £1.5 billion of taxpayers’ money to wind power companies not to generate power from their wind turbines. And let’s spend £30billion of taxpayers’ money on carbon capture machines but put pensioners, farmers and the disabled into financial peril by falsely claiming there’s a £22bn black hole.”
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