SloppySeconds

SloppySeconds Updated 

There are numerous headwinds to the Chinese economy and normally I would say the CCP would be able to manipulate the mechanisms needed to keep stability, but not this time. This time it is different due to conflicting policies and factors outside of their control. You have their 0 Cov policy which is causing widespread business disruption as the Chinese vaccine...

SloppySeconds

As this terrible war grinds on, Europe and Asia are getting ready for winter by restocking inventories in the face of a supply squeeze caused by EU and US sanctions. Years of under investment in the sector due to political/ESG concerns combined with the sector's past corporate mismanagement making investors doubly wary has led to insufficient infrastructure in...

SloppySeconds Updated 

WEAT's price, an ETV which trades wheat futures, is positioned to keep increasing as the horrible war in Ukraine rages on. I accumulated this back at the $6.5 - $7 price level as a response to the decrease in fertilizer (thank you China for hoarding and mismanaging) and increases in crop disruption due to climate change related disasters. As you can see, it was...

SloppySeconds Updated 

Using volume to confirm price levels, WVMDF is in an accumulation channel and price has not been correlated with overall market choppiness, which is a plus in this environment. Other pluses; excellent sites which are shovel ready, an excellent management team focused on shareholder value (recent reverse split!), the patience to wait for spot to break some key...

SloppySeconds Updated 

It's a Brave New World. Fertilizer was facing a shortage going into 2022 (like most commodities, it has had a undersized amount of investment, with tech seeing most of the in flows) but after the Putin YOLO (that's my ELI5), potash is now in shortage. Using that fact as a basis for expanding my commodity thesis to include more food commodities. I picked CANE...

SloppySeconds Updated 

The demand and supply zones are in grey. Watch for volume to confirm a movement. Don't listen to me, you'll lose money if you do.