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susang
2.9K posts
Every person who talks with their hands this exaggerated, is always a a liar and a con-artist.
Kira@Kiradavis
This is about as bad as I’ve seen him.
English
The window for applying fertilizer without facing reduced yields is closing. Food inflation caused by supply shortages seems unavoidable at this point. I strongly advise everyone to stock up on what food you can and to plant a garden &/or befriend local farmers.
Hedgeye@Hedgeye
🚜 Farms in the south are struggling: 78% of Southern farmers say they can’t afford all required fertilizer this year, the highest of any region.  The South is exposed for two reasons: crop mix and pre-booking behavior. Just 19% of Southern producers pre-booked fertilizer ahead of the season, vs. 30% in the Northeast, 31% in the West, and 67% in the Midwest.  Cotton, rice, and peanut growers, largely concentrated in the South, barely locked anything in before fertilizer prices skyrocketed. Only 13% of cotton growers and 9% of peanut growers pre-booked.  Those are also the most fertilizer-intensive crops on the board. Rice runs $1,308/acre to produce, peanuts $1,166, and cotton $943 vs. $658 for soybeans and $396 for wheat. U.S. farm sector losses have exceeded $50 billion across the past three crop years. Nearly all (94%) farmers say their financial situation has worsened or stayed the same vs. last year. Farms are getting squeezed.
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Well I thought moving from Ontario to Alberta would be better but it turns out I walk down the street of my new home and it looks like I'm in India and the middle east.
The smell of whatever curried garbage they cook everyday is downright nauseating.
Is there any place they haven't infiltrated?
They gather in groups and stare down any white person that passes by them. Heaven help you if you're walking your dog.
We were born here.
They've been in Canada for like 5 minutes.
If you live in Alberta, please tell me an area in Alberta that hasn't been taken over by third worlders.
@ABDanielleSmith
When you import the third world, you become the third world
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The Uranium & Nuclear Energy Squeeze is coming, which Nuclear Stock will outperform from here?
$LEU $XE $SMR $UEC $UUUU $OKLO $NNE
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WHEAT: THE RISK-REWARD REMAINS ASYMETRIC
Wheat is now trading about 1 standard deviation (σ) below its long-term trend while past rallies have reached up to 5σ above it.
While the next top will happen at a different level (either higher or lower), this gives an idea of its upside potential, knowing that the current fertilizer crisis could easily exacerbates former movements.
MOMENTUM
Wheat's monthly MACD is currently positive, what limits the risk of catching a falling knife.
REVERSION SCENARIOS
Below is an overview of returns under different scenarios:
• Trend: +27%
• +1σ: +43%
• +2σ: +63%
• +3σ: +81%
• +4σ: +99%
• +5σ: +126%
$WEAT
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No hay un único detonante claro para explicar la suba del trigo USA. Fertilizantes y combustible tras la guerra en Irán, a lo que se suma ahora el riesgo climático en Estados Unidos y la alta probabilidad de El Niño, lo que promete dificultades para Australia y la India".
Andrey Sizov@sizov_andre
#Wheat is ripping through shorts today. We also think fresh long money likely entered the market over the past few sessions. There is no obvious single trigger behind the move. It could be the cumulative effect of everything we have been writing about since the start of the Iran war: fertilizers, energy, sulfur, fuel. That is now colliding with U.S. weather risk and high odds of El Niño, which adds further risk for Australia and India. As I have said more than once this season, the global balance sheet was never as bearish as the majority of analysts and headlines made it sound. We issued a bullish outlook for #wheat on the first day of the Iranian war. Don’t miss the new ones: sizov.report/?utm_source=tw… #oatt #agwx #sizovreport
Español
@InTheAssembly @NoLimitGains Any of the tickers you mentioned didn’t have a 50%-500% run in the past 2 years?
Just sayin’
it’s always the same playbook.
English
Is this the next big investment?
Uranium and nuclear stocks just had one of the most violent green days the sector has ever seen.
Names up 10%, 11%, 14%, 16%, 23% in a single session.
There’s something nobody is talking about.
The entire US uranium mining sector is still tiny.
You could buy every single US uranium producer combined for a fraction of what one mid-cap tech stock is worth.
Meanwhile every hyperscaler on Earth is racing to lock in nuclear power for their AI data centers.
– Microsoft restarted Three Mile Island
– Amazon bought Talen's nuclear-powered campus
– Google signed an SMR deal with Kairos Power
– Oracle is building three small modular reactors for 1GW
The supply of uranium is constrained.
The demand from AI just went parabolic.
The sector is still small compared to where the money is flowing.
When real capital rotates in here the moves could be violent.
Tickers worth knowing: LEU, UUUU, UEC, SMR, OKLO, LTBR, CCJ, URA
Smart money is already positioned, but retail hasn't even shown up yet.
When we make a new move in the market, we will let you know.
Turn on notifications so you don’t miss our alerts, this is VERY important.
Many people will wish they followed us sooner.
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It's been another rough year for #uranium stocks so far and I am not positive for the incoming summer. #sellinmaygoaway
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It is time to buy agriculture and GTFO of bonds. $DBA $TLT
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NOBODY IS TELLING YOU HOW FUCKED THE FARMERS ARE IN AMERICA RIGHT NOW.
The Agriculture Secretary just confirmed it publicly.
1 in 4 American farmers has NO fertilizer secured for spring planting.
No fertilizer. No crops. No food.
Farm bankruptcies are up 46% in 2025.
160,000 farms closed since 2017.
Less than half of all farmers will even turn a profit this year.
They're not struggling. They're being wiped out.
And the media is busy covering everything else.
The real story behind this hasn't been told yet.. follow me because i'm about to tell it 🚨
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As is often the case, when the structural set up is there, a war can be the catalyst.
The Factor Report@PeterLBrandt
Bull market in U.S. grain prices???? This is composite of Beans, Wheat and Corn Massive base has been completed
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Calvin has been all over this agricultures/crops thesis.
> Corn basing ready to break out.
> Wheat is up 26%.
> Canola oil making new highs.
> Sugar moving higher again.
> Soybean oil up 50% YTD.
It's here.
🏴☠️@calvinfroedge
The American corn crop is getting absolutely hammered
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Agricultural commodities are officially breaking out this week.
This is a major move and it’s likely just the beginning of further upside.
The implications here are significant, both for policymakers and for society more broadly.
tavicosta.substack.com/p/the-food-inf…
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HEALTHY Life Expectancy in the UK Declined by 2 Years in Past Decade armstrongeconomics.com/international-…
😔
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🔴🌾Attention : après quatre mois de hausse et près de +30 %, le marché du blé attire de nouveau massivement les flux financiers, ravivant une certaine euphorie sur les prix.
Même si je reste structurellement haussier sur les actifs agricoles, une correction technique apparaîtrait saine avant une reprise à l’approche de la moisson.
Je garde toujours mes positions à l'achat qui tournent depuis mars.
Français
Wheat and corn: some of the best long-term charts in the commodity space!
Brandon Beylo@marketplunger1
Wheat and corn are moving and have some of the best long-term charts in the commodity space. Look at $WEAT. Hence why I've been adding to my wheat and corn futures over the past two weeks.
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Did you buy enough $weat into the greatest fertilizer supply disruption of all time, anon?
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It has been 20 years now from my first #uranium investment.
My first position were: Denison Mines and Mega Uranium back then
When did you enter and what company was your first holding?
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2-Year Highs in Wheat 🌾
Wheat hit $7.00 for the first time since May 2024
Up +60 cents the last week alone
Has the long term trend shifted bullish for the wheat market?
Since 2022 we’ve consistently seen a series of lower high after lower high
We finally posted our first higher high
The current rally has lasted 196 days.. the longest since 2022
That is double the length of next closest of 83 days during that May 2024 rally
This hasn’t been a random 1-2 month pop. It’s been more of a steady 6-month build
We broke above a pretty significant resistance level and those Feb 2025 highs
Could argue we have some further room to run
Those May highs come in around $7.50
***
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