CF Industries Prioritizes US Farmers Over Profitable Exports
One of the big US fertilizer companies, CF Industries, has said it's "foregoing" more profitable exports, in favor of keeping nitrogen at home for US farmers this spring: https://t.co/Ch3Nd83bNR https://t.co/JwPgaISLb6
Gas CPI Component Spikes 21.2%, Biggest Rise Since 1967
Biggest monthly rise in the gas index component of CPI since 1967 - up 21.2%. The fuel oil component is up 30% https://t.co/3U67sTDxMt https://t.co/HDIylsibXc
IBKR's Peterffy Pushes Institutional Prediction Markets Despite Regulation
NEW ODD LOTS It's Interactive Brokers founder and chairman Thomas Peterffy on building a prediction market for professional (institutional) investors. Lots to dig into here. Peterffy is incredibly influential in markets, basically pioneering automated trading. He's very much worth listening to when...
NASA’s Project Evaluation: Public Funding vs SpaceX Competition
BONUS ODD LOTS AHEAD OF ARTEMIS II LAUNCH 🚀🌕 @TheStalwart & I speak with Alex MacDonald, who was the first chief economist at NASA. We talk about how the agency evaluates its projects, & public vs private funding of space exploration...
Fuel Surcharges Emerging Globally, More to Follow
Fuel surcharges are starting to roll in around the world. This one's for an Australian car service, but I'm betting your going to see a lot more of these everywhere very soon. https://t.co/4lWJw5vyNw
Rising Plastic Costs Fuel Unexpected Inflation in Food Packaging
I wrote about plastic prices in yesterday's Odd Lots newsletter ahead of today's episode (which you should definitely listen to) Packaging really is an underappreciated driver of inflation, and plastics prices are already spiking You can't buy a bag of carrots without...
Afroman's Lawyer Mocks Seriousness of Flag‑suit Defendant
If you haven’t been following this, Afroman’s lawyers have also had some incredible moments — including asking if any reasonable person would think that a man wearing a flag suit in court should be taken seriously
Iran Conflict Drives Oil, Fertilizer Prices, Crushing Farmers
NEW ODD LOTS HOW THE IRAN WAR WILL SQUEEZE AMERICA'S FARMERS EVEN FURTHER @TheStalwart & I brought back @AgrisAcademy's Jeff Kazin and Mike Rohlfsen to talk about how surging oil and fertilizer costs will make things even harder for farmers: https://t.co/sk6083JH4Y
Israel Hits Iran's South Pars, World's Largest Gas Field
Israel just struck Iranian infrastructure at South Pars, the world's biggest natural gas field. This natgas episode is definitely worth a listen ⬇️⬇️
Markets Shrug as China Disruptions Echo 2020
I was in Hong Kong in Feb 2020 and remember this being a very weird time. Investors had been worrying about the US-China trade war under Trump 1.0. Then China effectively shut down most of its economy and markets basically...
AI Redefines Cyberwar: From Iran to Code
NEW ODD LOTS - CYBERWAR AND AI Legendary hacker @msuiche talks to me and @TheStalwart about cyber warfare in the age of AI. We talk: - Iran's capabilities - The intersection of kinetic & digital warfare - The impact of AI on coding, hacking, SaaS...
AI Boom Sparks DRAM Crunch Across All Companies
NEW ODD LOTS - THE DRAM EPISODE The AI boom has created voracious demand for memory, meaning even consumer-facing companies are now having to compete for the chips @TheStalwart & I speak with @rwang07, analyst at SemiAnalysis, about the big DRAM crunch https://t.co/HYFcg7nK8Z
