Markedtofuture

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Markedtofuture

Markedtofuture

@markedtofuture

Semper Fi

Katılım Şubat 2020
546 Takip Edilen905 Takipçiler
Mary Talley Bowden MD
Mary Talley Bowden MD@MaryBowdenMD·
"You’re too young for that" is a phrase that's becoming dangerously outdated in medicine. From colon cancer to breast cancer, the age of onset is dropping, and the aggressiveness is rising. Don't wait for "standard" screening ages if you feel something is wrong. You are your own best advocate. @DrKellyVictory
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@Chicago1Ray 🇺🇸
@Chicago1Ray 🇺🇸@Chicago1Ray·
DO IT LEADER THUNE 🚨 Sen John Kennedy said we can pass the Save America Act through reconciliation But,Majority @LeaderJohnThune has yet to consider it... it's up to you folks now... (RP) if you want Thune to use reconciliation to get the Save America Act passed right now
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Peter Schweizer
Peter Schweizer@peterschweizer·
The new head of a major Mexican drug cartel is a U.S. citizen--courtesy of birthright citizenship. Being a U.S. citizen makes it more complicated for law enforcement to target him. wsj.com/world/americas…
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US Attorney Pirro
US Attorney Pirro@USAttyPirro·
With 31 prior arrests, Derrick Martin is a guy who deserves to be taken off the streets and he will be for at least 15 years.
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Megforflorida
Megforflorida@megforflorida·
🚨 FL-87 ALERT! Democrats are winning RIGHT NOW in President Trump’s district. We can still stop it, but only if Republicans vote early. ✔️ Early voting: 10 AM – 7 PM (through March 22)
✔️ Mail ballot? Return it TODAY Cast your ballot for my friend and America First champion Jon Maples!
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Nancy Pelosi Stock Tracker ♟
Breaking: The President's son is on a heater Donald Trump Jr's fund invested in one of the only U.S. rare earth magnet startups at a $200M valuation Three months later, the Pentagon awarded Vulcan a $620M loan and the Commerce Dept took a $50M equity stake In February, Trump announced a $12B rare earth strategic reserve Today, the company is now valued at $2 billion. That's a 10x for Trump Jr in under a year Vulcan is building the largest rare earth magnet factory outside of China. The U.S. says it needs to stop relying on China, which controls 90% of global rare earth processing The timing is either the greatest coincidence in investing history, or it isn't
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Shanaka Anslem Perera ⚡
The egg on your plate this morning was made from corn. Not literally. But the hen that laid it ate roughly two pounds of feed for every dozen eggs she produced. That feed was primarily corn and soybean meal. The corn was grown with nitrogen fertiliser at $610 per ton on the CBOT March settlement. The soybean meal came from beans planted on acres that used to grow corn before the fertiliser price made the switch inevitable. The plastic tray the eggs sit in was moulded from polyethylene derived from Gulf naphtha. The refrigerated truck that delivered them to the store runs on diesel refined from crude that once transited Hormuz. The egg does not know it is a nitrogen derivative. The receipt does. American egg prices had been falling. Wholesale dropped to roughly 70 cents per dozen by early March 2026, down more than 90 percent from the $8.53 peak during the 2025 avian flu crisis. Retail averaged about $2.50 per dozen in February. The flock rebuilt. Nine million more hens than a year ago. Egg production was recovering. The USDA projected egg prices to decrease 27.4 percent in 2026 from 2025 levels. That projection was published before the strait closed. The protein cascade runs through every animal product in the supermarket. Corn becomes feed. Feed becomes poultry, beef, pork, dairy. Each conversion step multiplies the input cost. A $610 urea price raises corn production costs. Higher corn costs raise feed costs. Higher feed costs raise the price of every protein that eats corn: eggs, chicken, beef, pork, milk, cheese, yogurt. The cattle herd is at 86.2 million head, a 75-year low. Fewer animals eating more expensive feed produces less protein at higher prices. The Renewable Fuel Standard consumes 43 percent of the corn crop as ethanol feedstock. That mandate is written into law. It does not flex when fertiliser prices surge. The RFS takes its 15 billion gallons first. Whatever corn remains feeds the animals. When the total corn crop shrinks because farmers switch to soybeans, the RFS share of the smaller harvest becomes a larger fraction of available supply. The animals get what is left. Now add the packaging layer. Polyethylene for cling film and trays. Polypropylene for yogurt cups. PET for milk bottles. Every packaging material is petrochemical. The IRGC published satellite targeting images of the Gulf facilities that produce the naphtha that becomes the plastic that wraps the food. US PE spot prices surged 10 cents per pound. Indian PE jumped 20,000 rupees per tonne. Now add the freight layer. War risk premiums up 300 percent. VLCC charter rates quadrupled to $800,000 per day. Container surcharges of $500 to $1,500 per TEU added directly to the cost of imported and exported goods. Refrigerated truck diesel is priced off crude that sits above $100. Now add the insurance layer. The P&I clubs voided coverage. Solvency II requires 30 to 60 days of zero incidents before reinstatement. Even after a ceasefire, the logistics system lags the financial relief rally by months. Sticky inflation hides in the gap between the ceasefire headline and the insurance normalisation. Every layer compounds on the one before it. Nitrogen raises the corn. Feed raises the protein. Packaging raises the shelf. Freight raises the delivery. Insurance raises the duration. The grocery bill absorbs all five. The receipt at the checkout counter is the terminal node where every crisis in the series converges. A strait 11,000 kilometres away just repriced your breakfast. open.substack.com/pub/shanakaans…
Shanaka Anslem Perera ⚡ tweet mediaShanaka Anslem Perera ⚡ tweet media
Shanaka Anslem Perera ⚡@shanaka86

JUST IN: The most irreversible consequence of this war is not happening in Tehran. It is happening in a barn in Iowa. A farmer is standing over a kitchen table looking at two seed catalogues. One is corn. One is soybeans. Corn needs 180 pounds of nitrogen per acre. Nitrogen costs $610 per ton on the CBOT March futures settlement as of yesterday, up 35 percent in a month. Soybeans fix their own nitrogen from the atmosphere through root bacteria called rhizobia. They need nothing from the Strait of Hormuz. The farmer is choosing soybeans. Millions of acres are choosing soybeans. And once the planter rolls into the field, the choice cannot be reversed until next year. USDA projected corn at roughly 94 million acres for 2026, down from 98.8 million. Soybeans at 85 million, up from 81.2 million. Those projections were published February 19, before urea surged past $683 at New Orleans. The actual shift will be larger. USDA Prospective Plantings reports March 31. By then the seeds will be in the ground. This is the transmission channel the world is not watching. A 21-mile strait enforced by provincial commanders with sealed radio orders just rewrote the planting economics of 90 million acres of the most productive farmland on Earth. Not through sanctions. Not through diplomacy. Through the price of a single molecule that corn cannot grow without and soybeans do not need. Now follow the cascade. The Renewable Fuel Standard mandates 15 billion gallons of corn ethanol annually. That consumes roughly 43 percent of the entire US corn crop. The mandate is set by the EPA. It does not flex when corn acres shrink. It is inelastic demand consuming a fixed share of a declining supply. When supply tightens against a fixed mandate, the remaining corn reprices upward. Corn above $5 per bushel compresses every margin downstream. The US cattle herd stands at 86.2 million head, a 75-year low per USDA NASS. Poultry and pork operations face compression from higher corn prices. Feed is the single largest cost in livestock production. When feed reprices, protein reprices. When protein reprices, every grocery shelf in America absorbs the increase. This is the protein cascade. Corn to feed to meat to eggs to dairy to the checkout counter. Each link tightens because the link before it tightened. The originating cause is a urea molecule that cannot transit a strait because a provincial commander’s sealed orders say it cannot. The farmer did not start this war. The farmer cannot end it. The farmer responds to the price on the screen and the biology of the two crops in front of him. Corn needs the molecule. Soybeans do not. At $610 the arithmetic is settled. The planter rolls. The season is locked. Israel just authorised the assassination of every Iranian official on sight. The US has spent $16.5 billion. South Pars is burning. The Fed is holding rates because oil inflation will not break. Gold touched $5,000. Bitcoin is bleeding. China is running exercises near Taiwan. Sri Lanka shut down on Wednesdays. And underneath all of it, a man in a barn is making the decision that determines whether four billion people pay more for food this year. He has never heard of the Mosaic Doctrine. He does not know what a sealed contingency packet is. He knows what nitrogen costs. And he is planting soybeans. Full analysis - open.substack.com/pub/shanakaans…

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My moms caregiver
My moms caregiver@mymomcare·
Republican and Democratic lawmakers get an escort past the TSA lines. See why they don’t care?
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Peter Navarro
Peter Navarro@RealPNavarro·
🚨"Too Late" Jerome Powell, the worst Fed Chair since Arthur Burns, has signaled his intention to remain on the Board of Governors even after his term as Chair expires. This should set off alarm bells. For more than 70 years, Fed Chairs have exited when their term ends. Get thee gone Jay, for the sake of this country and the integrity of the Fed. Read more in my @rc_markets piece. realclearmarkets.com/articles/2026/…
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Wall Street Apes
Wall Street Apes@WallStreetApes·
American rented a vehicle for $50 a day for 17 days from Enterprise Rent-A-Car, the cost was $850.00 But then came the fees… - Sales Tax: $92.47 - Concession Recovery Fee: $98.42 - Customer Facility Charge: $45 - Tourism Commission Assessment Rec: $29.75 - Vehicle License Assessment Recovery Fee: $29.75 Estimated Total: $1,151.51 That’s $301.51 in taxes and fees to rent a vehicle This should be illegal
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Quiver Quantitative
Quiver Quantitative@QuiverQuant·
This is wild. Viasat stock has now risen 610% since we posted this report. Up another 2% today, while the market is down.
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Wall Street Apes
Wall Street Apes@WallStreetApes·
Senator John Kennedy introduced a Resolution to withhold senators pay during a shutdown He says it came out of the Rules Committee unanimously, it’s very popular and Senators will vote for it He says the problem is Leader John Thune won’t bring it for a vote “I've chased John like he stole Thanksgiving to try to get him to do it, but so far he hadn't agreed. But I, I'll keep pounding him” The problem in the GOP Senate is clearly John Thune. He’s definitely paid off
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The Regenaissance
The Regenaissance@_Regenaissance·
I had no idea about this, literally had a glass of this juice today. Paraquat is far far worse than glyphosate, have heard of plenty folks personally affected by it. If you drink POM I strongly suggest you find an alternative like a hand held juicer along with actual pomegranates or Lakewood Organic Pomegranate Juice.
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