jace

Any pointers on how to go about it, key headers/information to include and any useful resources would be appreciated. Following up with the context I am studying :

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@richfalkwallace Would love to have a copy of the above.Thanks.

Commodities unify the global economy So understanding them clearly is essential. Let know if you’d like the file 2 points: 1) First principles Two key commodity price drivers: a) the "cost curve" and b) "supply-demand" balances The cost curve looks at producers of a commodity, and ranks each by its cost. There is almost always a spread between low and high, so the curve slopes upward to the right (cost on Y, output on X). In theory, a commodity's 'correct price' is the "marginal cost" of its production -- the point where the cost curve intersects demand. Meaning: If the market demands some commodity amount, producers compete for market share on price. The lowest they will go is the highest cost producer's breakeven. The reason not to go lower (despite their ability to afford it) is that below this, the 'highest cost producer' would go out of business. That would leave the market undersupplied, driving prices back up. So the equilibrium in theory should land at exactly where demand meets the cost curve. Supply-demand balances ('S&Ds') deal with the many flaws in this theory. In reality, demand shifts constantly, capacity takes years to build, and frictions abound. So S&Ds model whether the market is supplying more or less than demand. S&D intuition is straightforward: supply above demand leads to growing inventories and lower prices. Supply below demand depletes inventories, pushing up prices to induce new supply. 2) Nuances But from this clean start, complexity expands in all directions: - Meaning of 'cost': In theory, the price-setting cost should be the full variable + fixed + cost to build + return on capital. In practice, this varies by commodity and, within each commodity, by the market and S&D environment. - Demand expectations matter most. Growing inventories can actually mean high prices, as some stock inventory ahead of demand (or speculate on price - one of many circularities). - Sub-markets: Local S&Ds (mediated by transportation cost/infra/contracts), quality-grade differences, etc. The parts typically move together, but there are exceptions. 'Value-to-weight' is one heuristic: higher the value-to-weight predicts more uniformity across geographies & grades. - 'Demand destruction': Prices also impact demand. In S&D scarcity, price-setting can even flip to buyer 'marginal utility'. - Storage & forwards: Curves in contango vs. backwardation vary as a function of storage cost, expectations, and more. There is much more to cover: - Cyclicality & valuation across time and environment - Commodity vs. equity dynamics - Vast depth within each commodity - Cross-commodity relationships - Currency impacts on curves - Diligence paths & differentiation in research Among others. But the core intuitions matter - Not only as a basis to understand each market, But to start putting all the pieces together, In a connected global economy. That's all for now. Let know if you'd like the file.

You don’t have to cheat to lose a person. You can lose somebody from a lack of communication, connection, intimacy, or respect. It's not always about what you do – sometimes it's what you "don’t" do.

Arteta has to turn to his bench asap !!!! #Arteta #ARSMUN #Emirates #arsenal

@share_books Thank you

@parth_9244 Prithvi - Juhu.

@DillikiBiili Good quarter results 👍

Chennai Petro - Faad Move

how the heck is he doing that

@VVVStockAnalyst What all technical indicators can we use on Zerodha to analyse stocks ? Few of them seem unavailable on Zerodha.

@AmitabhJha3 Sir! Bache jab tak bold nahi honge tab tak kaise chalega ?

@AdaKohli @Rotten_shire99 My vacation started 2 yrs 2 months back 👀

@Rotten_shire99 My winter started months ago :(

Its getting cold, can't wait for winter vacations to start HAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAH

@warikoo @FinMedium @rachana_ranade @Vivek_Investor @kunalb11 @AdityaD_Shah #entrepreneur #entrepreneurship #CEO #COVID19

@itsTarH @MrRChaudhary @JstInvestments @AimInvestments @WeekendInvestng @rajshamani

To continue some self learning during COVID, I have taken up a self-study certificate /short course on budgeting and forecasting focussed on hotel industry.

If anyone looking to get an insight on #Nykaa #IPO do give a read on the article by @itsTarH investkaroindia.substack.com/p/nykaadeepdiv… #StocksToBuy #technology #business #COSMETICS #finance #Twitter

9-months of planning & discussions of a shared vision for sustainablity in football & wider society. So happy to have joined the @FGRFC_official journey. Loads more to come in the future to help our 🌏 #WeAreFGR

Hahahahaha this photo is everything!