Long term crude oil prices. Nominal (no inflation adj) but FYI a 1990 barrel at $24.50 would be $63.00 in 2026 dollars.
Brighton Capital
@brightoncap.bsky.social
Asset management with a focus on energy, agriculture and Pez dispensers. Minneapolis, MN.
Six bucks to hit $70. Will the market then say "Oops! I did it again" and reverse course b/c that's too cheap?
Big day in history: 1914: * Germany invades Belgium, violating the latter's neutrality * G. Britain (and empire) declare war on Germany * US "those deformed, inbred royal houses can fight amongst themselves" <112 years where nothing happens> 2026 * SpaceX releases 1st results as a public co.
@anadarkocapital.bsky.social for your "fat pill" file. probably some material in the article but I was afraid to look. bsky.app/profile/esgh...
Rude Law Dog@esghound.com · 2d agoi could have told u that bears aren't eating: the QQQ is up 94% in five years
Round two of USDA cuts & relocation (1st was ~2019 and it was a mess). "Many affected positions are in the FAS Foreign Affairs Div, which supports diplomats in the agency's nearly 100 global field office." (I'd be disappointed if half of them weren't CIA spies 😉) www.reuters.com/world/us/us-...
US farm agency staff warn trade, research, aid programs at risk from reorganization
The Trump administration's plan to relocate thousands of Department of Agriculture employees from the U.S. capital could risk research, trade and aid programs as staff decline to relocate, according ...
reuters.com
To all the meme makers out there, don't let anyone tell you it's a pointless pursuit; you might be published in the Financial Times!
FT Alphaville@alphaville.ft.com · 2d ago@afarmerinohio.bsky.social Grab a few cans of whoop ass off the shelf and get yourself to Seattle.
Andy 🌴📈🏃🚵 🧘♂️@andys311.bsky.social · 2d agoIm never having imposter syndrome again in my life lmao
I felt the same when those rat bastards at Nabisco/Mondelez discontinued Red Oval Farms Stoned Wheat Thin Crackers and an identical pvt label cracker at Trader Joe's, and I think they also halted their manufacture of plain Triscuits for private label at places like Target, Cub Foods/UNFI, and Aldi.
Americans Lose Their Main Reason to Get Out of Bed: Dannon Coffee Yogurt
The withdrawal has been severe since the company inexplicably discontinued the “magical mixture” known to fans as DCY.
wsj.com
Hormuz oil flow begins to rise again. Still well off the ~15 MMbpd late-June high, but back up to just less than 5 MMbpd (10dma) at latest count. As expected, much of that is the return of the Gulf of Oman ship-to-ship dark shuttle trade, which may soon exceed pre-MOU pace.
In Box Office news, it's amusing that Hollywood says "we need to do something besides franchise/animation/comic books because the audience is getting tired of them" yet look at ONE weekend for Spiderman. <shrugs> P.S. Pegasus is Chinese and I *really* hope The Odyssey hits a billion.
The name of this painting is "The Gap That Radicalized Me" 😉 and it's even worse for coal-generated electricity and similar for wholesale natural gas v. residential heating/cooking gas. Utilities and AI are definitely not your friends.
You'll learn some C-store trivia and this is a heads-up so you don't spit out your beverage: "Dick Wood, who died July 10 at 88 at home in Wawa, Pa..."
Richard D. Wood Jr., Who Built Wawa Into a Cult-Favorite Convenience Giant, Dies at 88
To keep executives grounded, the CEO insisted that every executive spend a day each year working in one of the company’s stores.
wsj.com
@agelston.bsky.social First I thought this was unintentionally funny, like an Austin Powers origin story. Then I thought this could be you! (artistic license on gender and dates)
Getting in bed with DJT-Kushner is always bad for one's reputation.
FIFA Scraps Controversial Plan to Sell Commercial Rights to Private Investors
After a firestorm of criticism, global soccer chief Gianni Infantino reversed course mere days after the world learned the existence of his FIFA Forward Enterprise program.
wsj.com
Panels and breakout sessions for wedding guests, presumably with self absorbed 24 yr old thought leaders.
His Wedding Guests Were Arriving—Just as His $45 Billion Fund Was Falling Apart
Leopold Aschenbrenner was hailed as the ‘Nostradamus of AI.’ But his Situational Awareness hedge fund took on too much leverage, leading to a crash he never saw coming.
wsj.com
Agree. I had to look up "33" because I only know it from the reverse label on bottles of Rolling Rock beer. Apparently, in this case it signifies KKK support. Also, this P.O.S. thinks women should not have the right to vote.
Travis Miller@justtmill.bsky.social · 5d agoSpotted on the Fullcast reddit. This is incredible levels of divorced:
Wheat... it can be a tough thing to trade when Black Sea production/export uncertainty is in the news. It'll get ya' coming and going. (Same goes for crude oil currently.)
This meat plant in Postville, IA might be cursed. First, a long, rotten history as Agri Processors (Wiki link) ended in bankruptcy. Current owners have 60 water discharge violations over the last few years (only fined $50,000; it's Iowa). This week it burned. en.wikipedia.org/wiki/Agripro...
Major Fire at Agri Star Meat Plant in Postville
A large fire at the Agri Star meat processing plant in Postville is sending heavy smoke into the air Tuesday morning, prompting officials to urge people to avoid the area.
collive.com
Leopold Assenbacher is my current favorite misspelling and an excellent name for a movie character.
If Fetterman was born 100 years earlier his parents would have just sold him to the circus and everyone wins but the moving picture shows ruined all that
Renewable diesel: This is niche but notable (and funny) b/c Scott Irwin of the Univ of Illinois, a long-time ag economist and biofuels SME, says a statement by the head of Valero renewables is patently false. www.reuters.com/business/ene...
US refiner Valero says tax credit overhaul, registration hurdles have slowed biofuel imports
U.S. biofuel imports are not rising quickly enough to help the industry comply with the Environmental Protection Agency's renewable fuel blending mandates, as imports no longer benefit from key U.S. ...
reuters.com
In today's ag analysis, this truck looks like it could have hauled US wheat from Black Sea ports to Soviet cities during the 1972-73 Great Grain Robbery. Keeps costs down but it probably rides like a tank. Fashion points for the driver's cut off sleeves.
@explodingwhale.bsky.social Was this you?
jordan@jordantyranny.bsky.social · last wk.The only taxidermied blue whale in the world, 1865 CE, now housed at the Natural History Museum in Sweden. The public was allowed to enter the whale up until a couple was found having sex inside it. Now the whale’s jaws are opened only for special occasions, such as Swedish election days.
@ucbearcat92.bsky.social JPM would not be a globe straddling giant without BancOne, but this still sucks.
Ohio State Lands a Multimillion-Dollar Recruit: JPMorgan
You’re nothing in college football without a fancy jersey sponsor.
wsj.com
Perhaps lost in yesterday's news: (I think this was the case that resulted in losing on all 34 counts and Blanche becoming his loyal lapdog)
As an everyday user of charts, this used to be my favorite find on social media, but I've found a new one thanks to @scientificdiscovery.dev (scroll down)
Saloni@scientificdiscovery.dev · 6d agopic unrelated, that's me on the right
