https://vimeo.com/391838074

30:37

honestly 31:51 made my blood run cold. unbelievable.

You think you can drive a tractor Sonatine?

maybe offering the land to sharecroppers might be a better play. lifestyle choices I guess

commodities and agriculture And commodities for agriculture like fertilizer

it's all just an inflation play. You knew that

I was starting to feel brave again, and then I heard Sonatine's soliloquy on radio, and I curled up into the fetal position.

I swear to you on god I have wondered if thats what this is going to come to, and wondered how much food I could rake off my serfs under best/worst crop circumstances.

i knew you’d be onboard

Nutrien NTR
Mosaic MOS

potash is like gold

throw them chips away

need more ideas.

its important to once again examine the parallels between what we are experiencing right now and the argentina currency collapse, because the latter is effectively a crystal ball showing how the former is going to play out.

one of the first vectors for social disruption in argentina came from truckers walking off the job. simply put, they could no longer afford the cost of fuel. the notion that they could just tack those hyper inflationary expenses onto their cost of doing business dont work; at some point you run out of people willing to pay you that extra expense because they themselves cannot pass it on to their downstream clients.

so the truckers stop trucking. meaning fuel prices rise even more, as does the price of everything else, particularly food. because when the truckers bail, there arent any ways to effectively move harvested crops from farms to markets. theres really no plan b.

taken today:




this has the potential to be the catalyst takes us from a SPY 370 logical floor to much, much, much lower resistance point.

things are not improving, things are not getting more stable, the supreme court is pouring gas on the fire, the government is completely incapable of doing anything about the train roaring down the tracks towards them except squint at it.