Trader Positioning in Oil

With oil trader positioning at lows, this is the time to get back into oil. 

Lula Won The Election: Bullish Verde Agritech

Lula is going to reform agriculture.

I believe this is bullish Verde Agritech:

• Interest reductions for farmers using biofertilizers 
• Convert degraded pastures into farmland 
• Lower diesel prices
• Ban Amazon potash
• Higher food prices

Shale Gas Decline Rates Accelerating

This is why natural gas will go much higher. Shale gas production is flatlining due to high decline rates. 

Gas prices should rise, including AECO gas.

Oil wells have been becoming gassier. As oil demand drops, oil supply will need to be cut with it and that will have a significant impact on natural gas supply dropping.

Russia Potash Production is Cratering

Where will Brazil’s farmers get their potash now? Hint: Verde Agritech.

Citigroup Surprise Index Vs. Bond Yields

The Citigroup Surprise Index predicts bond yields.

 

Chinese Companies Delist

Here is the list of Chinese companies that face delisting next year.

https://www.sec.gov/hfcaa

Due to delisting risk, many Chinese companies crashed.

We see huge arbitrage in the U.S. listed shares, for example Daqo is trading at pe of 2 in the U.S., but at pe of 7 in Shanghai.

Why Low P/E Is Crucial

This is why we invest in low P/E stocks for our portfolio. 

Nenner update

Dow will bottom January 1 2023. 

Gold will keep crashing.

Goods Spending Vs. Unemployment

When goods spending falls, the unemployment rate rises.

Russia Railway Issues

Since Russia transports a lot of fertilizer, grain, energy via rail, this is going to impact production and increase prices.