@Kacper_PK_CH Kacper Piotr KaminskiKacper Piotr Kaminski posts on X about $usd, money, forex, $jpy the most. They currently have [------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance stocks #6304 currencies countries cryptocurrencies #2468 technology brands travel destinations exchanges automotive brands celebrities
Social topic influence $usd #163, money, forex #222, $jpy, stocks #1295, $chf #8, $eur #24, $cad #18, $gbp, in the
Top accounts mentioned or mentioned by @marketsgonewild @barchart @secrets4stocks @thestocksking @somecuriousgirl @blakestonks @davidtracey @michaelaarouet @santiagoaufund @johnie36149708 @grok @kobeissiletter @noalgos @unusualwhales @duediligenceguy @timurnegru @vladtheinflator @philly76fan215 @peterlbrandt @realrickrule
Top assets mentioned Caduceus Protocol (CAD) Bitcoin (BTC) SPDR S&P [---] ETF Trust (SPY) SPDR GOLD ETF (GLD) Planet Labs PBC (PL) NVIDIA Corp. (NVDA) Exxon Mobil (XOM) Shoulder Innovations, Inc. (SI) Cameco Corporation (CCJ) Validity (VAL) SPX6900 (SPX) Colgate-Palmolive Company (CL) Palantir Technologies Inc. (PLTR) Smooth Love Potion (SLP) Novo-Nordisk (NVO) PolkaBridge (PBR) NexGen Energy Ltd. (NXE) Magna International (MGA) BHP Group Limited (BHP) Mosaic Co (MOS) PAN American Silver Corp (PAAS) Strategy (MSTR) Hamilton Insurance Group, Ltd. (HG)
Top posts by engagements in the last [--] hours
"@KeithMcCullough That RTA signal on $TSLA Perfection thx @KeithMcCullough"
X Link 2023-05-26T14:04Z [---] followers, [--] engagements
"@blakestonks $PENN was sweet"
X Link 2023-08-10T12:26Z [---] followers, [---] engagements
"@HedgeyeREITs Soon also at $DLR also a lot of creative accounting"
X Link 2023-08-11T09:20Z [---] followers, [---] engagements
"@blakestonks $MTCH"
X Link 2023-08-23T00:10Z [---] followers, [--] engagements
"@blakestonks Lots of algo giant quant funds trade with technical analysis. For me the most important is to cut and run when they break. One of many good tools"
X Link 2023-08-23T22:06Z [---] followers, [---] engagements
"@blakestonks @unusual_whales So true. Greatest investors zonk media favorites performance is barely keeping with money=gold"
X Link 2023-09-05T06:04Z [---] followers, [---] engagements
"@quakes99 I hope they dont contract all future production too low. Or at least put in brackets in relation to spiking spot price"
X Link 2023-09-06T08:54Z [---] followers, [--] engagements
"@unusual_whales And this hot potato $ABNB was just added to S&P500. If you wonder who will end up holding that bag its you and your pension fund"
X Link 2023-09-06T08:57Z [---] followers, [---] engagements
"Has anyone noticed what happened to olive oil last year alone Over 70% price increase in Europe production here is absolutely plummeting 40% YoY. Data from @EU_Commission"
X Link 2023-09-06T09:12Z [---] followers, [--] engagements
"@stats_feed Its like weekly $NVDA market cap fluctuations"
X Link 2023-09-10T06:22Z [---] followers, [--] engagements
"@blakestonks Final rate hike and theyre done message it just might be the biggest sell on news signal. Whatever itll be it sure wont be boring"
X Link 2023-09-10T22:17Z [---] followers, [--] engagements
"Interesting moves from Swiss National Bank"
X Link 2023-09-11T11:32Z [---] followers, [--] engagements
"To everyone that are looking for currency that best kept up with Gold there is one - CHF. @SantiagoAuFund @LukeGromen"
X Link 2023-09-12T22:14Z [---] followers, [--] engagements
"@blakestonks @itschrisfarhat Only way to effectively short for more than 100% gain are puts. Also long dated ones are less volatile in absolute $ basis. Why do people short shares outright Seems like torturing oneself "
X Link 2023-09-15T22:08Z [---] followers, [--] engagements
"@WallStreetSilv These are not groceries but ready made packaged food. Meanwhile in Europe:"
X Link 2023-09-16T07:51Z [---] followers, [--] engagements
"@gurgavin Crude Oil will fall if market rolls over. For all that need to see historical reminder:"
X Link 2023-09-19T08:12Z [---] followers, [---] engagements
"@FrauGoebbelZ @JayPhil23 @gurgavin Oil indeed performed (100$-150$) very well from FED pause until first rate cut. Market was already going down then. Then oil it rolled over with everything"
X Link 2023-09-19T12:36Z [---] followers, [--] engagements
"@gs06188621 @Josh_Young_1 Real money are made buying around bottom panics. We'll never get the exact low but I preferred $XOM around 60$ here at 120$ and 500bln little too expensive for me but hey might go up and overtake magnificent 7"
X Link 2023-09-19T13:16Z [---] followers, [--] engagements
"@HedgeyeREITs Fun to watch :) my first company going to zero"
X Link 2023-09-19T22:17Z [---] followers, [---] engagements
"@SantiagoAuFund USA just devastated foreign actors reserves. If anyone needs dollars now itd have to sell their holdings with massive haircut"
X Link 2023-09-21T21:27Z [---] followers, 11.4K engagements
"@duediligenceguy Wont stop there this time unless new Kazakhstan or Namibia comes from nowhere"
X Link 2023-09-23T08:37Z [---] followers, [--] engagements
"@BlacklionCTA @LynAldenContact Well . itd be prudent to plot BOJ balance sheet in dollars. And S&P would crash if FED did not bailout the banks in March thus temporarily expanding its own balance sheet"
X Link 2023-09-23T17:03Z [---] followers, [---] engagements
"$UNFI put are doing quite awesome Thanks @KeithMcCullough"
X Link 2023-09-26T14:18Z [---] followers, [--] engagements
"@SantiagoAuFund @PeterSchiff @JoshBarrowsSr Its actually superb constructed loop. Ultimately rising yields on USA bonds bankrupt almost everyone reserves so they flee to USA dollar. Not fair but brilliant"
X Link 2023-09-27T22:04Z [---] followers, [----] engagements
"@MacleodFinance One can always buy in Switzerland. Not much premium no need to buy in China"
X Link 2023-09-27T22:25Z [---] followers, [---] engagements
"@casperj33081634 Many are ignoring political risk in Kazakhstan. Like they forgot Russian military intervention in [----] against protesters. It was weeks before Ukraine war. ETFs should rethink their allocation"
X Link 2023-09-30T06:47Z [---] followers, [---] engagements
"@casperj33081634 So true. Its also owned in majority by the state. If push comes it will supply allied Russia and China with uranium on discount for some other political benefits. For example by signing capped contracts at 90$ till [----]. Or better yet contracts will be in yuan and rubles"
X Link 2023-09-30T06:53Z [---] followers, [---] engagements
"@d_foubert Why dont you create Canada and USA - Canerica"
X Link 2023-09-30T23:22Z [---] followers, [----] engagements
"@FinanceLancelot Their money market funds are booking. And their dont hold long treasuries"
X Link 2023-10-04T08:23Z [---] followers, [---] engagements
"@blakestonks Worth a shot :) Bitcoin has been surprisingly uncorellated doing its own thing"
X Link 2023-10-05T11:31Z [---] followers, [--] engagements
"@duediligenceguy Nuclear reaction is a marvel of the universe. Im surprised its not used for all energy needs. I like to say all energy is nuclear solar comes from nuclear reaction of the sun sun heats the earth making wind power possible nuclear sun made all plants that turned to oil"
X Link 2023-10-06T08:42Z [---] followers, [--] engagements
"@KeithMcCullough @HedgeyeREITs I would just point out that US government borrowed GDP of New Zealand in one weekend "
X Link 2023-10-08T14:42Z [---] followers, [----] engagements
"Switzerland M2 Money Supply is now below pre-pandemic level. Monetary contraction in full force"
X Link 2023-10-14T10:40Z [---] followers, [--] engagements
"@HedgeyeREITs I like signals of overvalued / watch out companies. I personally dont short them. But good call to watch out and sell if one is holding them. Stellar analysis I mean there is no one better in that space than @HedgeyeREITs "
X Link 2023-10-15T23:44Z [---] followers, [--] engagements
"@WallStreetSilv What if gdp was measured in real things like houses and land they own amount of meat they can afford or barrels of oil per income. Measuring gdp in ever depreciating dollar is a fools game"
X Link 2023-10-19T07:37Z [---] followers, [----] engagements
"@U_total_maniac @quakes99 @ItsWarrenIrwin"
X Link 2023-10-19T09:44Z [---] followers, [--] engagements
"@U_total_maniac @quakes99 @ItsWarrenIrwin Cameco even has to go to spot market to deliver on contracts"
X Link 2023-10-19T09:46Z [---] followers, [--] engagements
"@zackhoward Remember how silly inflation deflation debate was in [----] :P"
X Link 2023-10-19T11:06Z [----] followers, [--] engagements
"@AlohaOasis @Mr_Derivatives That's better :) There are times to own Berkshire other times it's worth owning the yellow metal π"
X Link 2023-10-19T13:47Z [---] followers, [--] engagements
"@duediligenceguy USA government might indirectly tax oil companies by forcing them to deliver oil to SPR. Another THE ROYALTY-IN-KIND PROGRAM is coming. It's been done before by Pres. Bush"
X Link 2023-10-20T17:19Z [---] followers, [--] engagements
"@GRomePow The fact that in USA you can default on your house and not suffer the debt consequences is unique. Nth like that exists anywhere else"
X Link 2023-10-21T21:33Z [---] followers, [---] engagements
"@MichaelAArouet Its only half the story. After the war both Italian lira and Deutsche Mark were pegged to the dollar de facto in same monetary regime and Italy growth was staggering during miracolo economico italiano comparable to Germany. Economic policies are equally important as currency"
X Link 2023-11-26T17:15Z [----] followers, [----] engagements
"@LawrenceLepard @Lou05316597 Iceland was the only country that did it right"
X Link 2023-11-26T22:11Z [---] followers, [--] engagements
"@ProfessorOfETFs Its a bonanza for market makers. In a single day market can do absolutely random things not connected to any underlying data. Unless used for smart hedging trading these is nothing more than online gambling. Good for some traders that figured it out :) bad for most gamblers"
X Link 2023-11-27T07:55Z [---] followers, [--] engagements
"@Locati0ns Unreadable. Higher quality pic please"
X Link 2023-12-04T09:14Z [---] followers, [---] engagements
"@NorthmanTrader @TheTechTraders When money supply becomes exponential the trend will not be a straight line"
X Link 2023-12-08T08:04Z [---] followers, [---] engagements
""Russia Saudi Arabia can set up joint fertilizer company". Not without impact on future supply if such a proposed company is established. Let's remember that synthetic fertilizers are created with fossil fuels which both countries have plenty of"
X Link 2023-12-08T14:05Z [---] followers, [--] engagements
"@Ole_S_Hansen Here I fixed it :) Best to chart with total future return from bonds (can be predicted) and money supply expected cumulative growth (tricky who knows what irresponsible governments will do)"
X Link 2023-12-12T02:42Z [---] followers, [--] engagements
"@TrendSpider @DividendGrowth Divis are ok what I wholeheartedly disagree with is pension funds in tens of countries forcing you to buy these stocks. This is as much distorted from original efficient allocation of capital as possible. I say we end it"
X Link 2023-12-15T13:45Z [---] followers, [--] engagements
"Russel [----] in Swiss Franks (up 15% to dollar since pandemic start) I think we increasingly have to look at base currency when judging long term viability of our investments"
X Link 2023-12-17T11:09Z [---] followers, [--] engagements
"@awealthofcs Use debt (that you have no access to) buy property (in ever not coming housing market crash) and pay no taxes (which you cant without army of lawyers and said real estate). Simple what cant you understand says Robert :P"
X Link 2023-12-17T12:02Z [---] followers, [---] engagements
"Switzerland: The net debt ratio is likely to fall to 17.4% in [----] (2023 budget: 17.6%) as the increase in net debt (+1.9%) is smaller than nominal GDP growth (3.0%)"
X Link 2023-12-17T12:25Z [----] followers, [--] engagements
"Still not much love for Nutrien $NTR it would be interesting to see breakout here after double bottom. It is a solid company. Only time will tell still in a downtrend for now. Fertilizer price index dropped still at double pre pandemic level. Lower nat gas costs partially offset that drop for the company"
X Link 2023-12-17T14:07Z [---] followers, [--] engagements
"@biancoresearch It would be interesting to see where this excess money ended up. First sure it was distributed to broad range of people also with lower income. I'm afraid most of it now is with top 5% (hence asset inflation little CPI in rate of change)"
X Link 2023-12-17T16:13Z [---] followers, [----] engagements
"@MichaelAArouet @steve_donze Its amazing how little it changed since [----] given massive increase in money supply"
X Link 2023-12-17T17:02Z [---] followers, [---] engagements
"@Unrealjlr @biancoresearch Yes depression was avoided with massive government spending and needed at the time. It was not followed by taxation of said 5% and instead its covered by ever increasing public debt"
X Link 2023-12-17T18:01Z [--] followers, [--] engagements
"@Unrealjlr @biancoresearch Mostly true if they choose to sell assets then theyd trigger capital gains but they havent. So mostly they use credit lines against their assets and write part of it off. No solution is best but Switzerland has wealth tax (super small) that largely addresses that issue"
X Link 2023-12-17T18:09Z [---] followers, [--] engagements
"@Unrealjlr @biancoresearch In Switzerland where I live real estate tax is solved differently. It hardly would be more than 20% of what you can rent the property for plus deductions on maintenance. It sums up to roughly 0.5-0.8% not ideal but not tragic"
X Link 2023-12-17T19:27Z [---] followers, [--] engagements
"Sugar has now slipped circa 30% in one month talking about volatility. Brazil increased production came to the rescue. Will Brazilian farmers do the same to coffee"
X Link 2023-12-18T21:10Z [---] followers, [--] engagements
"Still massive speculative short position in Japanese Yen. Short squeeze averted for now after Bank of Japan decision but for how long . Chart via @Barchart"
X Link 2023-12-19T08:38Z [---] followers, [---] engagements
"@Locati0ns Ha ha seem like everyone walks away from Poland :P"
X Link 2023-12-19T09:21Z [---] followers, [----] engagements
"@David_Tracey In dollars :) I think we might wanna change the denominator at some point. 18% loss against CHF in [--] years"
X Link 2023-12-19T15:44Z [---] followers, [---] engagements
"@David_Tracey South Africa stock market in Rand looks well :)"
X Link 2023-12-19T15:45Z [---] followers, [--] engagements
"@nevermi48722390 @David_Tracey Not that current like [--] weeks back:"
X Link 2023-12-19T21:30Z [---] followers, [--] engagements
"@nevermi48722390 @David_Tracey what is more interesting that Wall Street Guru that lives on [--] dollar burger (after taking billions form investors= is in line with S&P500 so in line with money supply. Great life to talk shit down to people while just keeping up with money expansion"
X Link 2023-12-19T21:34Z [---] followers, [--] engagements
"@jordanbpeterson Let's please stop I asked GPT posts"
X Link 2023-12-19T21:37Z [---] followers, 11.6K engagements
"@Harry0390422781 @Crowded_Mkt_Rpt In Europe I'd say a home is enough and side business. Cause we don't get taxed to death contrary to opinions. unless you make 80-100k you pay no tax when taking costs into consideration. But of course nowhere is rosy right now. Good food though"
X Link 2023-12-19T22:26Z [---] followers, [---] engagements
"@Harry0390422781 @Crowded_Mkt_Rpt Switzerland rent is [----] CHF for a duplex in Neuchatel (1300sf) health care is [---] CHF a month. That's it. Not too cheap not too dire. Everywhere else is cheaper in Europe"
X Link 2023-12-19T22:41Z [---] followers, [---] engagements
"@SantiagoAuFund 18% down in [--] years"
X Link 2023-12-19T22:47Z [---] followers, [---] engagements
"@Barchart Painful or hedging"
X Link 2023-12-20T08:35Z [---] followers, [---] engagements
"@RudyHavenstein 2% was bullshit in the first place no such mandate mandate is price stability. The most consequential in decision power institution is working with some off comment by interview in New Zealand its outrageous but thats the world we live in"
X Link 2023-12-20T08:42Z [---] followers, [--] engagements
"This company produces so much needed agricultural irrigation equipment. Long term return has been stellar. Valmont $VMI has also recently announced 120mln accelerated buyback program. Very profitable for current shareholders"
X Link 2023-12-20T17:08Z [----] followers, [--] engagements
"@casperj33081634 50/50 probably. 50% with min and max price cap 50% with spot price. We'll see :)"
X Link 2023-12-20T22:19Z [---] followers, [--] engagements
"@uselinkinv Expectations were for moon returns. Meanwhile most companies are already 10X from Covid lows where not many got in. There will be some profit taking from those who did"
X Link 2023-12-21T00:23Z [---] followers, [--] engagements
"Revenues down should come as no surprise though given global fertilizer prices $MOS. Other companies face the same situation"
X Link 2023-12-21T00:33Z [----] followers, [--] engagements
"It looks like there is significant rebalancing in uranium ETFs. Some interesting moves in $U.UN $CCJ and others :)"
X Link 2023-12-21T14:48Z [---] followers, [--] engagements
"It's the lowest risk stock I see in uranium space. We are past dilutions for now. Institutional % rises. It holds physical uranium and shares in YCA direct exposure to spot price. It has significant warrants and options (are some now being exercised). I personally trade it but ultimately I see it higher in 1-2 years"
X Link 2023-12-21T16:06Z [--] followers, [--] engagements
"One fertilizer company is surging 39% in last week $IPI - "Intrepid delivers high quality potassium magnesium sulfur salt and water essential for customer success in agriculture animal feed and the oil and gas industry." Approaching resistance here"
X Link 2023-12-21T16:30Z [----] followers, [---] engagements
"@chigrl Houthis "
X Link 2023-12-21T18:29Z [---] followers, [--] engagements
"@bozkaschi ETF quarter end rebalancing. $U.UN has gotten to big in relation to other holdings. So they sell it and buy most of other smaller underperforming stocks"
X Link 2023-12-21T18:41Z [---] followers, [--] engagements
"Let's look at biggest $MSOS component $GBTIF. Assuming charts are accurate here are outstanding shares (massive dilution no other word for it) revenue and debt. It's not pretty but will have to analyze the company in detail. Charts via @gurufocus"
X Link 2023-12-21T20:16Z [----] followers, [---] engagements
"Well is it not sth for history books in dollars Argentine stock market $ARGT is up 200% in $USD since before the pandemic putting US indices $SPY to shame. Life is funny sometimes π"
X Link 2023-12-21T21:42Z [---] followers, [--] engagements
"@TaviCosta True I just look at charts and you may be right. That also means bear trap is coming. In my view: Absolute low was march/april [----] then [----] inflation (in gov numbers falling) retracement most sell (bear trap) then we take off"
X Link 2023-12-21T22:32Z [---] followers, [---] engagements
"@moneyNverSl33ps Bears in shambles recession might still arrive met by more stimulus (debasement of currency) so stocks up. Some emerging markets have it every year"
X Link 2023-12-21T22:39Z [---] followers, [--] engagements
"@AyeshaTariq In other words USA pays in interest whole GDP of Costa Rica . every . month "
X Link 2023-12-21T22:47Z [---] followers, [--] engagements
"@Brakazinka @Silver_Gold_U ZGLD and ZSIL Swiss physical funds backed Zurich Cantonal Bank to [---] % by canton of Zurich (no deposit limits all deposits banked by sovereign). I figured if Switzerland bans or confiscates gold or silver I would be probably long dead"
X Link 2023-12-22T22:15Z [---] followers, [--] engagements
"@SamanthaLaDuc Custody your Bitcoin in Hong Kong hmm . the whole point is decentralization not ETFs"
X Link 2023-12-22T23:46Z [---] followers, [--] engagements
"I was looking for a cannabis company with solid balance sheet and found Planet [--] $PLNH. Cash matches debt and it looks like it bottomed here and got a solid bounce of +40% from recent double bottom. Solid offer of products on the website"
X Link 2023-12-23T12:20Z [---] followers, [---] engagements
"Compared to other companies in the space shares outstanding didnt explode higher good sign. Solid balance sheet for $PLNH"
X Link 2023-12-23T12:22Z [---] followers, [--] engagements
"Rhodium has experienced some wild downfall in prices since pandemic bubble peak. However prices stabilized since the summer"
X Link 2023-12-23T18:29Z [---] followers, [--] engagements
"@SimplyBitcoinTV Nothing screams decentralization and peoples money like Blackrock ETF. Now we can with no risk buy it through Schwab brokerage :P true revolution. (To be clear I own Bitcoin off the grid)"
X Link 2023-12-23T21:24Z [---] followers, [---] engagements
"@David_Tracey They cleaned up their balance sheet (very rare in this sector) mostly through share dilution. Revenues were growing (which is great in comparison with most cannabis companies). Also their craft beer industry is promising many assets were acquired in last few years"
X Link 2023-12-24T13:35Z [---] followers, [---] engagements
"@LynAldenContact Hedonic adjustment says deflation here we clearly have to print more money :P"
X Link 2023-12-24T19:07Z [---] followers, [---] engagements
"@AltcoinGordon Why are they always tan I get Ronaldo but other one is Irishman "
X Link 2023-12-24T23:08Z [---] followers, [---] engagements
"@GRomePow Never was it was USA workers that paid for it with loosing jobs"
X Link 2023-12-25T00:24Z [---] followers, [---] engagements
"@massalorian @WallStreetSilv Never myself into politics solutions . I'm really not smart enough"
X Link 2023-12-25T01:13Z [--] followers, [--] engagements
"@massalorian @WallStreetSilv Ask me how to solve engineering solution that's simple. I like it"
X Link 2023-12-25T01:15Z [---] followers, [--] engagements
"@BonesJordann @HedgeyeREITs Let's enjoy families :) my Wife in South Africa far away. Never thought of Christmas much but now it feels lonely"
X Link 2023-12-25T01:38Z [---] followers, [---] engagements
"@casperj33081634 @Boss_Energy At 300$ uranium their free cash flow pre tax will be fantastic. But what market cap would one target [--] bln They should buy some new assets at some point in the near future and start building"
X Link 2023-12-25T21:58Z [--] followers, [--] engagements
"@AlexOttaBTC There are several ETPs in Switzerland"
X Link 2023-12-25T22:05Z [---] followers, [---] engagements
"Today we look at Verano Holdings Corp. $VRNOF Cannabis operator in the United States. For a year now share price stabilized and now went higher since September. I have to say this is the first one with almost no share dilution I have seen in this space"
X Link 2023-12-26T13:27Z [---] followers, [---] engagements
"They also enjoy impressive revenue growth (one quarter left in [----] to be added to chart) and are reducing debt all positive signs. $VRNOF"
X Link 2023-12-26T13:29Z [---] followers, [--] engagements
"$MSOS has been bottoming for a year now after 85% drop from the [----] peak. Many companies there have cleaned up their balance sheets. I would not want to initiate new shorts here if Cannabis sector will be squeezed like many others in last few months"
X Link 2023-12-26T17:10Z [--] followers, [----] engagements
"With markets as we have it it will be USA listed Cannabis stocks with OPTIONS that will move most violently. Also ETFs like $MSOS or $MJ have decent options volumes something to watch for sure"
X Link 2023-12-26T18:07Z [---] followers, [---] engagements
"@kitten_1964 @David_Tracey Very true I'm based in Europe and working in the business. Germany act would be a game changer. And many more visitors would probably choose Germany as their destination ;) Beer (hops) and cannabis have similar flavor and aroma chemistry good move"
X Link 2023-12-26T19:24Z [--] followers, [--] engagements
"@DeludeJon Trade what you know best :) Ill try to look into your stock tomorrow"
X Link 2023-12-26T23:05Z [---] followers, [--] engagements
"Today we take a closer look at $TCNNF - Trulieve Cannabis Corporation. Nice up day yesterday no doubt driven partly by sector ETFs like $MSOS. Debt still high but falling. Shares diluted recently at lower share prices and not so much at peak in 2021"
X Link 2023-12-27T12:04Z [----] followers, [---] engagements
"@snapolino Can't it just keep with an increase in money supply plus adoption Maybe it's time we stop booms and busts. I'm happy with the gradual increase"
X Link 2023-12-29T09:35Z [---] followers, [---] engagements
"Another day another company and it is $OGI - Organigram Holdings Inc. which I decided to look into since $BAT will invest and increase its equity position to 45%. Probably good move at that share price and general Cannabis sector situation. No debt but high past dilution (very common in this sector). Its worth noting that $BAT pays 3.22CAD per share"
X Link 2023-12-29T10:44Z [---] followers, [---] engagements
"I think that if German government was spending like USA it would also enjoy few good quarters of GDP growth (includes government spending). Then what German courts just enforced austerity on the government. https://foreignpolicy.com/2023/12/18/germany-budget-crisis-covid-energy-transition-debt-brake/ https://foreignpolicy.com/2023/12/18/germany-budget-crisis-covid-energy-transition-debt-brake/"
X Link 2023-12-29T13:05Z [----] followers, [--] engagements
"@me_is_cool2 Gurufocus :) hope they are accurate"
X Link 2023-12-29T13:27Z [--] followers, [--] engagements
"@me_is_cool2 Perhaps market cap regardless of share number is better from macrotrends"
X Link 2023-12-29T13:32Z [---] followers, [--] engagements
"@JaguarAnalytics Same as with gold and silver they might want to make artificial channel to suck demand in without actually ETF buying more coins. It will fail"
X Link 2023-12-30T08:42Z [---] followers, [---] engagements
"@profplum99 I wonder if its true or not that ETFs issuers assume voting rights on behalf of ETFs shareholders :) oh wait this cant be"
X Link 2023-12-31T04:29Z [--] followers, [---] engagements
"New Year has arrived :) Many had champagne last evening some probably dont know that Louis Vuitton $MC.PA $LVMUY produces a lot of them. They own [--] houses for spirits production with 7bln in sales similar to beer giant like Carlsberg"
X Link 2024-01-01T10:24Z [---] followers, [--] engagements
"Quite important price action to observe in next few months in $MOS - The Mosaic Company. Its worth noting that the company has repurchased $606 mln of shares last year Q1-Q3 (good timing at these share prices) where market cap is currently around 11.5bln. All this while reducing debt"
X Link 2024-01-01T10:48Z [----] followers, [---] engagements
"Today we'll look at CF Industries - $CF a very important fertilizer producer. Solid price action since last summer and trending upwards. Yet another company in that space repurchasing shares and massively so. Promising ammonia growth projects. All this while reducing debt by far the best setup I've seen"
X Link 2024-01-02T11:29Z [----] followers, [---] engagements
"@PeterSchiff If I didnt listen to you about #Bitcoin Id be much wealthier. My fault though we take responsibilities for what we ultimately do. I loaded last year (not at lows) cause I actually took time to understand it"
X Link 2024-01-02T23:09Z [---] followers, [----] engagements
"As Gold/Silver ratio approaches medium term upper level Ill be changing my allocation from 90:10 to 85:15 so increasing silver portion a little. I hold 6% portfolio in these metals in separate account. For me personally trading ratio removed all anxiety from holding these assets"
X Link 2024-01-03T08:53Z [---] followers, [--] engagements
"Let's have a look today at $LSB - LSB Industries. It has certainly been one of the most volatile stocks in fertilizer sector both on the way up and going down. Yet another company that has been doing buybacks 190mln $ since May [----]. Debt has been also reduced during that period. If you think this space is not exciting let me tell you $LSB price moves mid [----] - April 2022: +2600% April [----] - Now: -65%"
X Link 2024-01-03T13:03Z [----] followers, [---] engagements
"By far the best price action in the fertilizer sector lately $CF. Today we'll look at CF Industries - $CF a very important fertilizer producer. Solid price action since last summer and trending upwards. Yet another company in that space repurchasing shares and massively so. Promising ammonia growth projects. All this while reducing debt by https://t.co/pNDwYzU4Ti Today we'll look at CF Industries - $CF a very important fertilizer producer. Solid price action since last summer and trending upwards. Yet another company in that space repurchasing shares and massively so. Promising ammonia growth"
X Link 2024-01-03T20:26Z [---] followers, [---] engagements
"Next resistance at 85$ it's a strong sign with markets correcting that $CF grinds higher"
X Link 2024-01-03T22:05Z [---] followers, [--] engagements
"Quite a level to retest here - $CF down 2% would be good to hold and find support here. https://x.com/Kacper_PK_CH/status/1742643726416257340s=20 By far the best price action in the fertilizer sector lately $CF. https://x.com/Kacper_PK_CH/status/1742643726416257340s=20 By far the best price action in the fertilizer sector lately $CF"
X Link 2024-01-04T16:21Z [----] followers, [---] engagements
"In hindsight New Year Japanese yen weakness and -3% drop was to be expected looking at COT report by @Barchart . Im looking forward to the next one"
X Link 2024-01-05T12:14Z [---] followers, [--] engagements
"@GavinGewecke Option downside hedging for single events was smoothening market reactions lately"
X Link 2024-01-05T14:05Z [---] followers, [--] engagements
"@TrendSpider Its 50% of Buffet portfolio I guess rest is Bank of America and similar ;)"
X Link 2024-01-05T20:14Z [---] followers, [---] engagements
"@anasalhajji Machete in the flag nicely done Angola ;)"
X Link 2024-01-05T21:45Z [--] followers, [--] engagements
"@PrydoBert @HedgeyeREITs I can pay with FTX coin :)"
X Link 2024-01-05T22:17Z [----] followers, [--] engagements
"@BlueRidge323 @HedgeyeREITs Next stop Vanuatu cant stay in Ecuador (extradition treaty) :P"
X Link 2024-01-05T22:29Z [---] followers, [--] engagements
"@Crowded_Mkt_Rpt His analysis reminds me of my first few months of trading :P (no opinion on $NVDA move). The media are pushing people to gamble"
X Link 2024-01-06T07:56Z [---] followers, [----] engagements
"@PrinceySOV There might be it would invalidate ETF spot nature though"
X Link 2024-01-06T18:36Z [---] followers, [----] engagements
"@David_Tracey If it goes like this I wonder if dollar drop will eat all of S&P gains this year :P"
X Link 2024-01-06T21:37Z [---] followers, [---] engagements
"@Schuldensuehner [----] was far better for German farmers than 2023"
X Link 2024-01-07T11:44Z [---] followers, [----] engagements
"There might be selling $NVDA is people face here"
X Link 2024-01-08T16:14Z [--] followers, [--] engagements
"@duediligenceguy Euro to Swiss Frank just gonna leave it there :)"
X Link 2024-01-08T16:27Z [---] followers, [--] engagements
"@HighyieldHarry Buybacks fueled by debt ;)"
X Link 2024-01-08T16:42Z [--] followers, [----] engagements
"I think you may find it interesting @SantiagoAuFund there is a little known peg / official exchange rate to the dollar $USD and it is in Belarus from all countries. Belarus ruble $BYN actually floats more freely against Russian Rouble - $RUB or $EUR. There is also long term agreement in place between Russia Gazprom and Belarus for natural gas in you guessed it dollars ;) this can be paid in $RUB but I guess at current exchange rate on date of payment"
X Link 2024-01-09T10:54Z [----] followers, [---] engagements
"Not what people see because of inflation but USA nominal GDP increased roughly 28% since the pandemic"
X Link 2024-01-09T14:03Z [---] followers, [---] engagements
"$MSOS retesting support here what we'd like to see in bounce from here. Well here we are :) punched solidly to 8$. $MSOS some selling might be here around this level. Punch through and retest would be solid. https://t.co/AkbzuFgU3w Well here we are :) punched solidly to 8$. $MSOS some selling might be here around this level. Punch through and retest would be solid. https://t.co/AkbzuFgU3w"
X Link 2024-01-09T15:12Z [---] followers, [----] engagements
"$CF broke trend and corrects here. My personal outlook changed to neutral. https://x.com/Kacper_PK_CH/status/1742944409493061984s=20 Quite a level to retest here - $CF down 2% would be good to hold and find support here. https://t.co/H6xrKF7EeZ https://t.co/BlBDtcZC7t https://x.com/Kacper_PK_CH/status/1742944409493061984s=20 Quite a level to retest here - $CF down 2% would be good to hold and find support here. https://t.co/H6xrKF7EeZ https://t.co/BlBDtcZC7t"
X Link 2024-01-09T15:22Z [----] followers, [---] engagements
"Russel [----] is now 32% down from bubble peak in Swiss Franks $CHF almost back to pre pandemic level. This is with markets ripping and FOMO ;)"
X Link 2024-01-09T17:59Z [----] followers, [---] engagements
"Stable prices is my outlook for first half of this year. Most important inputs for nitrogen fertilizer production - natural gas and coal (China) - have plummeted in price. Many companies have also still significant stocks to sell. Disinflation is usually absolutely brutal for fertilizer companies"
X Link 2024-01-09T19:33Z [---] followers, [--] engagements
"@EU_Eurostat Paradox is that best weather is in Spain Italy and Greece π"
X Link 2024-01-10T10:28Z [--] followers, [----] engagements
"Speculators and Commercials are not taking either side on $DXY dollar index trade in front of #CPI print tomorrow neither am I. It easy to blow up with options on the macro events be careful folks. π Chart by @Barchart"
X Link 2024-01-10T10:55Z [---] followers, [---] engagements
"@LizAnnSonders But I thought the treasury bonds retreatedπ. This trades more and more like junk bonds spreads"
X Link 2024-01-10T13:57Z [---] followers, [---] engagements
"We'll have a look today at Innovative Industrial Properties - $IIPR largest REIT in the cannabis space. It is entirely different way to invest in this space (less stressful) the company has impressive growth and little debt to assets. It has invested heavily largely funded by public share offerings this has however positively translated to EPS"
X Link 2024-01-11T11:15Z [---] followers, [---] engagements
"Someone made bank on arbitration in bitcoin ETFs today ;)"
X Link 2024-01-11T17:13Z [---] followers, [--] engagements
"Swiss money supply has now dropped 15% in last year and is LOWER than pre pandemic I attach also USA one for comparison which increased 45% since the pandemic"
X Link 2024-01-11T21:34Z [---] followers, [---] engagements
"S&P500 is up 48% since prepandemic matching almost perfectly increase in dollar money supply increase of 45%"
X Link 2024-01-11T21:43Z [---] followers, [--] engagements
"@Unrealjlr As I see it from here the markets repriced to increase in the money supply. Unless we see more of it itll be hard to see more gains. It will also be important to mind the denominator for illustration S&P500 in Swiss Franks is only up 20% since the pandemic"
X Link 2024-01-12T04:18Z [---] followers, [--] engagements
"@ebrahim_argha UNIGEL is very interesting as sole ammonia and urea producer in Brazil π"
X Link 2024-01-12T10:08Z [---] followers, [--] engagements
"Let's have a look today at one of the fastest revenue growth company in Cannabis industry - TerrAscend $TSND.TO / $TSNDF. The company has been acquiring substantial new assets in previous years (mostly financed by share issuance) now focusing on growing consumer base. Institutions have also increased their stake substantially in last year. TerrAscend share price has now been building base for over a year I'll be observing medium price action"
X Link 2024-01-12T11:16Z [---] followers, [---] engagements
"#EURO Eurozone M3 money supply stayed largely flat in last year largely driven by stable and not growing loans to private sector and DECREASING government deficits to GDP in many countries. Something to watch when following Euro/Dollar exchange"
X Link 2024-01-12T11:55Z [---] followers, [--] engagements
"Bloomberg Agriculture Spot Index has now: - declined 30% from the top in first half of [----] - is still up 40% from pre pandemic levels. The only question remaining is where will it stabilize after all the liquidity that was injected into global monetary system in the last few years"
X Link 2024-01-13T10:02Z [--] followers, [---] engagements
"Today we take a look at a company that had 4000% - 40X return (yes not a typo) in the last [--] years (In $USD roughly 40% less due to Indian Rupee $INR exchange rate). It is one of the most important fertilizer producers in India - Chambal Fertilizers and Chemicals Ltd - $CHAMBLFERT. Not stupidly cheap as in [----] with P/E of [--] but still very solid. Perhaps one of the few companies in this sector that so far kept earnings per share stable in [----] The company has also reduced debt by 75% in the last few years. The more I look at variety of companies from India the more bullish I get"
X Link 2024-01-13T10:21Z [----] followers, [---] engagements
"@Culture_Crit 50% income tax my Friend ;)"
X Link 2024-01-13T22:07Z [---] followers, [---] engagements
"EU Carbon Permits have now fallen over -32% in roughly [--] months. This shows much more what is really happening on the industrial side in Europe slowdown is evident"
X Link 2024-01-15T12:50Z [---] followers, [---] engagements
"There is something that crashed Nasdaq returns since pandemic lows rising 1100% or 11X it's potatoes my friends. Trade what you know π Chart by @Barchart"
X Link 2024-01-16T12:34Z [--] followers, [---] engagements
"@KeithMcCullough"
X Link 2024-01-17T10:19Z [---] followers, [----] engagements
"Today we go back to USA to have a look at CVR Partners $UAN relatively smaller fertilizer producer when compared to giants like $NTR or $MOS. This sector is furthest away from boring $UAN rose from 7$ in pandemic lows all the way to 160$ whooping 2300% 23X now it trades down -55% from the top. The company chose to distribute amazing earnings in last few years in form of dividends be aware though these are at least for now a special event. Revenue and earnings have for now came back down as fertilizers also dropped to reasonable prices. $UAN is certainly a company to keep on the watchlist"
X Link 2024-01-17T12:57Z [----] followers, [----] engagements
"Another chart for history books TTF natural gas is now close to pre pandemic lows. One good side effect is relief for many households and industries on the cost side. Germany has now build up so much LNG terminals it is no longer dependent on Russian gas and it took only few years. Where there is a will "
X Link 2024-01-17T13:05Z [---] followers, [--] engagements
"Something very few know about is . Wool but still Futures are available in the Australian Wool Exchange. The standard contract is [--] farm bales for [----] kilograms. It is one of the few commodities that is lower in price than pre pandemic. Very few are aware that Wool can be used as a . fertilizer due to a slow-release source of nitrogen into the soil"
X Link 2024-01-17T13:21Z [---] followers, [--] engagements
"@KeithMcCullough $NVDA red call congress immediately scratch that . call that congresswoman directly π"
X Link 2024-01-17T14:52Z [---] followers, [--] engagements
"When Swiss cuts"
X Link 2024-01-17T15:24Z [--] followers, [--] engagements
"Today we travel to . Israel to have a look at $ICL - ICL Group Ltd. is a multi-national fertilizers manufacturing company. Political situation contributed only to very recent share price drop in longer time frame $ICL made it high at the beginning of [----] around 12$. Revenues and earnings are lower in line with broader sector. Overall solid financial health good to note that tremendous gains in [----] as the sector enjoyed in $ICL went largely to dividends"
X Link 2024-01-18T13:26Z [----] followers, [---] engagements
"Incredible story why only one commodity is officially banned from futures trading π - Onions π§
π§
π§
"He kept his onions off the market and created a false shortage. He and his partners told distributors and buyers to buy their onions at higher prices or they will dump the onions on the market and trash onion prices. The buyers bought Kosugas onions a reported [--] million pounds of them. Kosuga and gang took what they bought at low prices and sold at a higher price. But he didnt stop there and what he did next stabbed his fellow onion farmers across the country in the back. He controlled onions"
X Link 2024-01-18T13:56Z [--] followers, [---] engagements
"Some might be surprised but the best performing currency against dollar in last year was . Colombian Peso +19.96% followed by Mexican Peso + 10.81% and Brazil Real +4.97%. I'm taking note and extending research in these countries and their markets"
X Link 2024-01-19T14:26Z [----] followers, [---] engagements
"All time high no resistance in sight commercials covering :) After last shorts are out people that missed the rally may get in (FOMO). Then . we'll see. Chart by @Barchart Next COT report will be interesting. Speculators large and small are all in commercials are short here much more than in November [----]. I personally never short bullish trends but I will be looking for reversal. $QQQ #NASDAQ100 https://t.co/zRgKsRzWhC Next COT report will be interesting. Speculators large and small are all in commercials are short here much more than in November [----]. I personally never short bullish trends"
X Link 2024-01-20T09:18Z [---] followers, [---] engagements
"Coffee ticking up 2% on Friday speculators extending their longs commercials adding to shorts. Time will tell my bias is still short (short from 190-192). Fertilizer prices are being affected by shipping situation by far all eyes on Brazil and Colombia now. Chart by @Barchart "
X Link 2024-01-20T09:25Z [---] followers, [---] engagements
"@stats_feed Spain is like Saudi Arabia just for Olives π«"
X Link 2024-01-20T09:30Z [---] followers, [----] engagements
"Quite a significant long position by speculators here in Mexican Peso still not as extreme as in months before the pandemic. Some might be surprised but the best performing currency against dollar in last year was . Colombian Peso +19.96% followed by Mexican Peso + 10.81% and Brazil Real +4.97%. I'm taking note and extending research in these countries and their markets. https://t.co/Paly1Tu3ov Some might be surprised but the best performing currency against dollar in last year was . Colombian Peso +19.96% followed by Mexican Peso + 10.81% and Brazil Real +4.97%. I'm taking note and extending"
X Link 2024-01-20T10:09Z [---] followers, [---] engagements
"@uselinkinv Dilution of many stocks explains the drop on the left side. Better to look at total market cap of the companies. Example $DNN "
X Link 2024-01-20T11:43Z [---] followers, [---] engagements
"@Mayhem4Markets @theMacroVisors Hedging is more expensive lately unfortunately"
X Link 2024-01-20T21:52Z [----] followers, [--] engagements
"@numbersnarrati @MungyboyStocks True revenue growth is amazing. Especially when compared to majority of peers"
X Link 2024-01-21T14:28Z [---] followers, [---] engagements
"@RyanAcker12 I rarely go in single company more than 5% for long time :) cannabis space I prefer for now to keep exposure in ETFs knowing full well I will give up on potential gains in better names. I also often do longer dated bull call spreads on these ETFs"
X Link 2024-01-21T17:17Z [---] followers, [---] engagements
"@DanSmit43174599 Its true hybrids are booming. The total number of vehicles produced and sold is however still at pre pandemic levels"
X Link 2024-01-22T09:52Z [---] followers, [--] engagements
"Coffee trending higher and breaking out here exited trade with -0.91%. Fully expect to reenter short if breakout proves to be false π Coffee ticking up 2% on Friday speculators extending their longs commercials adding to shorts. Time will tell my bias is still short (short from 190-192). Fertilizer prices are being affected by shipping situation by far all eyes on Brazil and Colombia now. Chart by https://t.co/bAr7zCMaYA Coffee ticking up 2% on Friday speculators extending their longs commercials adding to shorts. Time will tell my bias is still short (short from 190-192). Fertilizer prices"
X Link 2024-01-22T14:05Z [--] followers, [--] engagements
"$CL Oil and dollar $DXY . This time might be more violent"
X Link 2024-01-22T16:01Z [---] followers, [---] engagements
"@blakestonks I hold it since 700$ but real money is trading around it. $MSTR goes from [---] to [---] then back"
X Link 2024-01-22T18:03Z [---] followers, [---] engagements
"@David_Tracey My plan for next winter is Canary Islands :) I love everything there. Summer at home in Switzerland"
X Link 2024-01-24T08:28Z [---] followers, [--] engagements
"Another day another company - this time it's $FPI - Farmland Partners Inc. - agricultural land REIT that doubled in price since the pandemic but down 30% from 15$ peak now fairly valued with current interest rate environment. The agricultural land (3 trillion $ asset class with favorable taxes) REIT sector is only at the very beginning of growth. $FPI is one of the first movers solid balance sheet to assets and potential for growth via acquisitions. Assets are diversified and with some of the best soils in the USA"
X Link 2024-01-24T11:44Z [----] followers, [---] engagements
"@quakes99 Not enough to change anything :)"
X Link 2024-01-24T16:21Z [---] followers, [---] engagements
"@newjez @David_Tracey @Barchart TBH I think the program is better than bank run. FED created this situation in the first place by buying trillions of bonds and suppressing the price. Then it lifted the limits on banks bond buying. I prefer this measure than [----] like crisis"
X Link 2024-01-25T10:27Z [---] followers, [--] engagements
"@duediligenceguy The only way to stop hyperinflating currency is to limit credit and balance budget like South Korea and Japan did after their wars. So money supply. Raising rates just kills private business and transfers power to the government and those few that collect interest"
X Link 2024-01-25T17:48Z [--] followers, [--] engagements
"Today we travel to . China and Hong Kong to have a look at $1866.HK - China XLX Fertiliser Ltd. - important global fertilizer producer. No other way to say it the company shares are dirt cheap with good earnings ok balance sheet with debt to assets at [----]. Some don't want to even consider investing in China again I will take my chances when price action turns. It might be one of the best performers"
X Link 2024-01-26T15:35Z [---] followers, [---] engagements
"+7$ in $CL #Oil since then. If oil breaks out look up for $DXY dollar index. $CL Oil and dollar $DXY . This time might be more violent. https://t.co/eDi0B8NapG $CL Oil and dollar $DXY . This time might be more violent. https://t.co/eDi0B8NapG"
X Link 2024-01-26T18:52Z [---] followers, [---] engagements
"Toda we visit USA to dive into one of the most popular chocolate and sweets π« producers - $HSY The Hershey Company. $HSY trades 30% lower from all time high year ago. Let's try to tie it here with skyrocketing sugar and cocoa prices (even though they are only part of costs) the company certainly uses tons of both (exact figures are real hard to estimate). Forward purchasing and hedging cannot level the costs in longer term for any larger company if the underlying commodity stays higher. From the last 10-Q: "Our open commodity derivative contracts had a notional value of $185.3 million as of"
X Link 2024-01-27T15:32Z [---] followers, [---] engagements
"From the latest COT report - despite the recent rise in US dollar $DXY the positioning didn't change. Commercials are not shorting this rally. IMHO this move has more legs especially if Oil breaks to the upside. Chart by @Barchart +7$ in $CL #Oil since then. If oil breaks out look up for $DXY dollar index. https://t.co/3e5QWiTbJw https://t.co/82Fyr1b58S +7$ in $CL #Oil since then. If oil breaks out look up for $DXY dollar index. https://t.co/3e5QWiTbJw https://t.co/82Fyr1b58S"
X Link 2024-01-27T15:37Z [---] followers, [---] engagements
"Great chart of Swiss Frank vs Japanese Yen pointed by @PatrickCeresna and @kevinmuir in their weekly podcast. Other than Swiss have their shit together nothing to see here ;)"
X Link 2024-01-27T18:25Z [----] followers, [---] engagements
"@CEOTechnician I like the guy but sunglasses in dark room. I get red flags"
X Link 2024-01-28T09:35Z [----] followers, [---] engagements
"Today we'll have a look at a company that buys 5% of global Coffeeβ beans - $SBUX - Starbucks Corporation. $SBUX buys approximately 800mln pounds a year with current prices that would be 1.6bln $ hardly making any difference for company costs it's not like they are selling coffee after all π. Perhaps if coffee doubled from here the company would notice. Another money making machine with revenue and EPS doubling in last [--] years. Debt is little high for my liking here perhaps some of the buybacks could be diverted into repaying it"
X Link 2024-01-28T13:22Z [----] followers, [----] engagements
"@Mayhem4Markets @theMacroVisors Maybe we should retire term "emerging". They surpassed the USA just now. In [--] years they might be 4X GDP of USA would we still call them emerging then"
X Link 2024-01-28T13:29Z [---] followers, [----] engagements
"@WinfieldSmart 12bln is [--] min move in market cap of $NVDA"
X Link 2024-01-28T18:02Z [---] followers, [---] engagements
"$AMD just had -10% move which is roughly half the market cap of $F - Ford Motor in . one . day"
X Link 2024-01-30T23:14Z [---] followers, [---] engagements
"I think i found the best stock name π FOMO - Fear of Missing Out FOMC - Federal Open Market Committee"
X Link 2024-01-31T19:11Z [----] followers, [---] engagements
"Cannabis is right now very much a tale of two markets - USA and Canada. Its best represented with $MSOS as US proxy and massively underperforming Canadian companies as $TLRY $SNDL $CGC or $CRON. The latter can enter the reclassified US market more aggressively but this would require investments or acquisitions both most probably fueled by share issuance. Market sees that and Canadian companies are simply left behind for now at least"
X Link 2024-02-03T09:37Z [---] followers, [----] engagements
"I get the appeal of Bitcoin and for that matter even just usd pegged crypto. This is just [--] years currencies in Africa dropping like fies. With of course latest Nigeria devaluation country of 230+ mln people. Currencies listed here: Nigerian Naira $NGN Egyptian Pound $EGP (110mln people) Zambian Kwacha $ZMW (20 mln people) Namibian Dollar $NAD (2.7mln people) and South Africa Rand $ZAR (62 mln people)"
X Link 2024-02-04T01:20Z [----] followers, [----] engagements
"@Biohazard3737 Steps in sequence: 1) Bear market 2) Ban short selling 3) Temporary bump 4) Shareholders resume selling 5) No covering from short sellers 6) No covering - gap down moves"
X Link 2024-02-05T08:08Z [---] followers, [----] engagements
"Today we visit a company with growing dividend since [----] by 1000% now closing on [--] years and with high chance of becoming a dividend aristocrat. This company is $INGR - Ingredion Inc. producer of food and beverage ingredients. The company enjoyed solid last few years in respect to revenues and profit. What interests me is how they hedged their agricultural and other commodities exposure. I have to say its well managed especially in this crazy price environment we had in the last [--] years. Its also worth to note that the losses from derivatives contracts can be deducted from taxable income."
X Link 2024-02-05T18:06Z [----] followers, [---] engagements
"Indonesia is the Saudi Arabia of . Nickel - important metal for Green transformation. Nickel itself trades at the same price as . [--] years ago. Its worthy to not that this price decline can be mainly attributed to Indonesia growing capacity. Good for humanity temporary bad for investors"
X Link 2024-02-07T12:13Z [---] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing