Interesting, have been curious about the traffic making its way thru ever since the war started. I assumed some were finding their way. It’s a smart play by Iran (playing the long game). They’re giving the world a chance to react and come to reasonable terms.
As of Monday they seemed pretty fed up again. Have heard they may have gained access to nukes as well. Judge Napolitano has had a couple guest on claiming the likelihood of it. Larry Johnson to be precise. He’s been a solid source imho; he damn sure called the beginning of hostilities the actual day before they started. That’s when it appeared a breakthrough in talks had emerged. LJ argued with another former CIA guy Ray. Larry said his sources say war was coming this weekend. And we all know what happened.
All I know is that the much predicted "fertilizer apocalypse" did not really happen. And, the equity of MOS and Nutrien show this. Mosaic is down 25% since the March high, and Nutrien down 16% since the March high.
That’s what you call a lagging indicator. I have been of the mindset that up until June we could probably hobble our way fairly easily thru things if traffic was resumed. But Idk what in the hell is motivating DC anymore. Are they stupid, are they trying starve out the world, or being some damn prophesied messiah back to the earth.
Out of those 3 things it’s really hard to tell somedays.
Allegedly, Iran has access to Chinese and Russian satellite ISR feeds. Allegedly, the Imperial Fleet is staying well out of range. Self-evidently, Iran has the drone wherewithal to keep the Strait under direct observation at all times.
The only thing "degraded" appears to be Trump's mental capacity.
Extremely well written and full of insights into what might be going on behind the fog of war and smoke screens of misinformation and propaganda. The actual markets most certainly will have a freehand once hell freezes over. Thanks for the good humor that runs through this piece despite the distressing facts of the case. Good medicine for the weary reader.
Interesting, have been curious about the traffic making its way thru ever since the war started. I assumed some were finding their way. It’s a smart play by Iran (playing the long game). They’re giving the world a chance to react and come to reasonable terms.
As of Monday they seemed pretty fed up again. Have heard they may have gained access to nukes as well. Judge Napolitano has had a couple guest on claiming the likelihood of it. Larry Johnson to be precise. He’s been a solid source imho; he damn sure called the beginning of hostilities the actual day before they started. That’s when it appeared a breakthrough in talks had emerged. LJ argued with another former CIA guy Ray. Larry said his sources say war was coming this weekend. And we all know what happened.
All I know is that the much predicted "fertilizer apocalypse" did not really happen. And, the equity of MOS and Nutrien show this. Mosaic is down 25% since the March high, and Nutrien down 16% since the March high.
That’s what you call a lagging indicator. I have been of the mindset that up until June we could probably hobble our way fairly easily thru things if traffic was resumed. But Idk what in the hell is motivating DC anymore. Are they stupid, are they trying starve out the world, or being some damn prophesied messiah back to the earth.
Out of those 3 things it’s really hard to tell somedays.
Allegedly, Iran has access to Chinese and Russian satellite ISR feeds. Allegedly, the Imperial Fleet is staying well out of range. Self-evidently, Iran has the drone wherewithal to keep the Strait under direct observation at all times.
The only thing "degraded" appears to be Trump's mental capacity.
Extremely well written and full of insights into what might be going on behind the fog of war and smoke screens of misinformation and propaganda. The actual markets most certainly will have a freehand once hell freezes over. Thanks for the good humor that runs through this piece despite the distressing facts of the case. Good medicine for the weary reader.