Grant Suess @GrantSuess
Agricultural commodities. Interested in finance, econ, ag. Suess, pronounced “cease,” not Seuss, pronounced “soos.” St Louis, MO Joined September 2012-
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1. Could have titled our new FDD article on the renewable diesel boom "The Witches Brew of Policies Driving the Boom." That should get your attention, and hopefully make it worth your time to work through the supply and demand analysis in the article. farmdocdaily.illinois.edu/2023/02/biodie…
1. There are so many dimensions to this situation. The human element is of course the most important. But it is also a great example of the economics of the storage market at work. Low prices inside Ukraine are exactly what you would expect based on supply of storage model.
1. There are so many dimensions to this situation. The human element is of course the most important. But it is also a great example of the economics of the storage market at work. Low prices inside Ukraine are exactly what you would expect based on supply of storage model.
As long as the music is playing, you’ve got to get up and dance
As long as the music is playing, you’ve got to get up and dance
"Oil prices are down, so why aren't gas prices?" This question is all over the place right now. Unfortunately there is a lot of misinformation and half-truths being spread in response. Most of my [few] followers are experts, but this thread is for those who are not. 1/
Does David Frum even know what a bushel is
You are welcome to sell the crack spread if you really think refiners are making too much money cmegroup.com/education/arti…
You are welcome to sell the crack spread if you really think refiners are making too much money cmegroup.com/education/arti… https://t.co/mkU5R1ef3H
Lol. Lmao.
Laudable move from the WTA @iocmedia, one of your athletes has been missing for 17 days. What are you going to do about it?
It seems reasonable to tax unrealized capital gains, but surely the tax collections for them should be unrealized also.
bring back onion options wsj.com/articles/the-w…
Struggling to see the scandal here. Demonizing Roth IRAs as tax havens for the wealthy will only make it more difficult for *you* to use one to save for retirement
Struggling to see the scandal here. Demonizing Roth IRAs as tax havens for the wealthy will only make it more difficult for *you* to use one to save for retirement
always love chatting about grains with @ScottIrwinUI
always love chatting about grains with @ScottIrwinUI
COVID lottery? I actually love this idea.
COVID lottery? I actually love this idea.
Buying a PC with Dell: My Journey Into Hell
"Prices are going up significantly like no one has ever seen before." Stinson Dean, Deacon Lumber CEO, explains to @TheStalwart @RomaineBostick & @CarolineHydeTV why there is tightness across the entire timber supply chain trib.al/ZEjPQJ9
Lots of people dunking on this, seems like the prevailing view is that corporatism and capitalism are synonymous. They’re not. “Negligence and profusion, therefore, must always prevail, more or less, in the management of the affairs of such a company.” -Adam Smith
Lots of people dunking on this, seems like the prevailing view is that corporatism and capitalism are synonymous. They’re not. “Negligence and profusion, therefore, must always prevail, more or less, in the management of the affairs of such a company.” -Adam Smith
🧵THREAD🧵 Today, President Biden announced his intention to end the war in Afghanistan, to great media fanfare. You may remember, way back in 2019 & 2020, President Trump said the same thing. Let me know if you can spot the difference in coverage then vs. now⤵️
taking a last minute $3000 flight to Egypt just so i can casually stroll up to some official standing on the side of the canal and go "what's goin on? boat stuck or somethin?"
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631K Followers 991 Following Aswath Damodaran 🙏🏾 Dhandho Investor Chapter 3:4 🐂 | God first, full employment second 😤 | Investor @SamosaCapital | Subscribe to my newsletter 👇🏾If the fed is providing undercollateralized loans, that's not addressing liquidity pressures--that's addressing solvency pressures.
“The Federal Reserve is prepared to address any liquidity pressures that may arise.” Banking regulators announced an emergency measure on Sunday to fully protect deposits at #SiliconValleyBank, a critical move in averting a panic over the #SVBCollapse. theepochtimes.com/government-ste…
You, a fool: My thoughts on the Queen depend on politics Me, a sublime savant of this critical age: It makes me a bit sad bc she reminds me of my grandma
Sometimes you simply have to take a risk and stand up for what you believe in: Martin Scorsese's THE IRISHMAN is too long, but really quite great.
This disenchantment isn't new by the way, it's not industrial capitalism or whatever You were just born in a wicked time in a wicked culture, & you shut God in a box just like your fathers
Based JK Rowling is not something I predicted in, say, 2019
Vulnerable and traumatised women pay the highest price for luxury beliefs. These are the real world consequences of redefining woman to include the penised. “We feel like we are part of some sick joke. This is a nightmare that we can’t wake up from.” bit.ly/3z0aasF
This is utterly delusional. Agricultural productivity would plunge, condemning a huge proportion of world population to starve. But hey, that may be a feature not a bug for Sammy.
Biden official Samantha Power celebrates fertilizer shortages that will force farmers to “hasten transitions” to “natural solutions, like manure and compost.” “Never let a crisis go to waste."
always love chatting about grains with @ScottIrwinUI
Corn dropped near the lowest since mid-April while soybeans and wheat also slipped. University of Illinois Scott Irwin tells @TheStalwart & @CarolineHydeTV why trib.al/UPL27dW
@MichaelWSpike @ajfox620 @weevilhog @thefarmwifey one of the few times that i will say "if think otherwise, you have been taught wrong"
@MichaelWSpike @ajfox620 @weevilhog @thefarmwifey it 100% is the case, and there is no other acceptable answer and i will die on that hill.
1. Recommended Reading for the Day: "Is China's Hog Rebuilding Complete? Reconciling Inventory and Price Data" New article by my colleagues at Iowa State. It could be the Rosetta Stone in figuring out why China is buying so much corn right now. card.iastate.edu/ag_policy_revi…
Most trades that "worked" have some combination of risk premium/structural alpha, and genuine alpha. That is, you were getting paid to either take a risk or perform a service, but also you got paid more than you "should" have because others had not noticed how good the trade was
Late to this, which is among the best of so many phenomenal essays published this year in @tabletmag. My hero, Natan Sharansky, on giving up double-thinking for freedom -- and the bottom-up totalitarianism he is seeing in the West. tabletmag.com/sections/arts-…
someone has been trying to get into my nintendo account a few times a day for a month now i don’t know what their endgame is but i respect the hustle
Tear up any carpet, hardwood, cement, and so on until you uncover the natural, earth-toned dirt that most homes are built upon. bit.ly/2NRdX5S
Garbage collectors in Ankara open a library with books rescued from the trash. "The only regret the men have, is that they didn't start collecting sooner." goodnet.org/articles/turki…
It was a 5 sigma event which is a 1 in 3.5 million probability, yet we have them every other week.
@GrantSuess I hear people say “I want to enjoy life while I’m still young and able” or “you can’t take it with you when you die.” But, like really, have these people ever known someone who is living solely on social security? Dying before you can use it is almost certainly less tragic.
Eddy: here’s a fun online tax poll. Twitter: does that include net foreign tranfers from offshore capital gains as defined by the reclamation of 1977?