SIR —
SIR!
You can sanction Europe all you want. Russia’s tiny economy holds all of the natural gas, oil, and also wheat, so also enjoy starving to death. I do not say this with malice, but only find it amusing how fucking stupid the Europeans are for getting checkmated like this so hard.
On top of that, Ukraine is the “bread basket” of Europe, leaving a panic in the commodity pits now with prices of wheat soaring to new highs.
My play for this is MOS — but there are others. Stocks like BG, IPI and CTVA are also interesting. Let’s not forget dry bulk shippers, who might be needed to prevent Europe from starving. This trade isn’t hard. Short stocks, long volatility, long commodities.
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+ Russia is 1 or 2 with South Africa for platinum & palladium production.
Probably nothing
With all the tanks running over the fields, how much will Ukraine’s crop decrease.
Canada probably uses rail for more most of their grain.
I forget what rare earths they have.
If we put price controls on, that will be like pouring nitroglycerine on the fire. (I think Jim’s good for it.) Then producers will cut back production as they cannot profit at the set prices.
If only a similar situation had occurred (once, twice or a dozen times before) in history, we would know how to navigate properly. Unfortunately gurgle has erased or re-written the history.
Fuck wheat. Eat some of that shitty- tasting gluten free stuff.
Dr Gates says the future is in bug protein. Personally he likes a good burger, but yous should eat bugs – to save the planet!
Woke Europeans don’t need to eat. They can be like Peter Pans and eat air. More environmentally friendly that way.
Or eat shit like Trumpers.