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Diesu

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Posts posted by Diesu

    Summer Transfers

    in Channel Zero

    Posted

    17 hours ago, metronome said:

    @Diesumy dad was born in Wallasey so not exactly Liverpool proper but close enough for us North Americans to consider it so haha

     

     

    Posh part Birkenhead 😂 Real Scouses would of called him a Woolyback 

    Summer Transfers

    in Channel Zero

    Posted

    On 6/25/2022 at 4:29 PM, metronome said:

    I do the same thing @fat ralphy but the work duties always come first.

     

    @Dark_Knight I am a Liverpool supporter but I come by it honestly.  My dad was born there and I’ve been watching since the early 90s right as their dynasty was coming to the end.

    Where in Mersyside is your Dad from? I used to

    Work up there in the 90's..

    Summer Transfers

    in Channel Zero

    Posted

    13 hours ago, Dark_Knight said:

    Liverpool looked like absolute dogshit today. Barely scraping by with a draw against a team fresh off relegation. 
     

    After seeing them against man city in the community shield last week, I expected a lot more.

     

    Tottenham worked as expected. Strong strike and aggressive play.
     

     

    Chelsea really disappointing me with the strike today. 1-0 win over Everton isn’t acceptable. They pain themselves with having so many Bundesliga transplants on their front line. They’re just not able to keep up with Premier league pace. Sterling looking fast and aggressive but I don’t think he has the finish we need to put real points up.

    Eh? Fulham just got promoted and have the Champions bounce factor that's why they got the draw, caught LFC cold.

    Penmanship post

    in Channel Zero

    Posted

    Being Lefty handwriting was always a cunt mission because my hand smudged whatever i'd just written left to right so holding the hand off the page while pushing the pen down becomes tiring after a few lines. 

     

    Do banging flare tags tho 😁

    • Like 2
    • Truth 2
    • Props 1

    What the fuck is going on in Ukraine?

    in News

    Posted

    38 minutes ago, Mercer said:

    In this global economy, there is no "ours" or "theirs" collectively, especially in a non communist country. If our commercial reserves of grains here can get more money for their grain dropping it into a ship and selling it in Europe they will. If Europe's main supplier of Ammonium Nitrate cuts them off, Europe will either drive our prices for ammonium nitrate up, or plant less grains, and import more of our later. Everything I just described increases the food prices globally, not just China, Russia, Europe, the U.S. ect.

     

    This is why China's conspicuously ridiculous spending last year looks so suspect this year after Putin's February surprise cutting ammonium nitrate. China literally scooped up 69% of the worlds corn for it's own strategic reserve. I'm not sure on the numbers for Soy, and Wheat but they're similar, at the time it was so insane, the fact they bought so much the price went up almost 200% in many markets, and they still kept buying more.

     

    I'm no expert on farming, but I do know some farms keep large private reserves, but almost exclusively to feed their own livestock. Other grain reserves they'd deal with are the larger ag-corp style commercial reserves. The grain that sit's in these reserves is resold later, meaning the grain leaving them goes to the highest bidder at time of purchase. We could have a great harvest last year, full reserves, and still end up paying more for that grain as end consumers if the price of that commodity goes up.

     

    A strategic reserve, isn't like a commercial reserve. Commercial reserve holders are able to estimate with fairly good accuracy demand throughout the following year after a harvest. Investor place bets on the variable, what the price will be. No matter the price fluctuation, it's not in their best interests to purchase much more volume than what they expect to sell.

     

    A strategic reserve is one a Federal Government puts together. This stores more grain, on top of what the commercial reserves will store because it's paid for with tax money, so it doesn't matter to the buyer what the future price is, this is a backup to keep people from rioting from high prices. It may even be intentionally dumped on the market later at a loss. Historically it's an excellent tool to prepare for war, or even signal to other's you're ready.

     

    Not to be confused with any other type of commercial, or private reserve, this is wikipedia's definition of a strategic grain reserve.

     

     

    That said, food prices have gone up minimum estimate 20% over this last year alone, most of that due to China bidding the price up last year, with the remainder due to a minimum estimated 7.5% inflation. I estimate inflation, and increasing food prices at much more, but just going with the mainstream narrative on those numbers.

     

    China is in an excellent position grains wise no matter what this fall's harvest, guess who isn't? The rest of us. Especially now that Europe is guaranteed to come up short locally now. There are few things that can spark civil unrest better than people not being able to afford to eat, or worse yet, a food supply that's not enough no matter the price. I don't see the latter as a feasible scenario yet, but the former is for sure 100% guaranteed to go down, I put my word on it. We couldn't afford to stock our own strategic reserves, so we're in a position where we're good on supply for the rest of this year, but not in a position to drop the price if needed by dumping more than projected demand.

     

    To sum it all up, the intentional cutoff of fertilizers to Europe right before ramping up the Ukraine invasion, and China stocking up in a way people had trouble making sense of screams coordination, but nobody seems to be noticing in the media, outside of the economic thought circles.

     

    Here's a video from last May when people were trying to figure out WTF China is up to. The dude blows it off, no clue, say's China isn't going to cancel the orders because "they need it" and that's where the speculation starts with Brazil, and the only market indicators at the time.

     

    https://www.agweb.com/news/crops/corn/heres-why-china-aggressively-buying-new-crop-corn-us

     

     

     

     


     

     

     

     

     

     

    This shit is outside of our control, only thing we can do is prepare. That commodities market chart up there kinda proves my point. When wheat future's charts start looking like crypto, it's time to start paying attention. Those who's fortunes dictate a need to know, they already know what's about to go down this year looking at where their money is being bet. They might even be placing safe bets, and it could triple the price, instead of just doubling come fall harvest. Watch what happens in Ukraine, a net grain exporter, and the rest of Europe by summer.

     

    I don't invest in commodities, but with that said, there are tactics the individual can take to invest wisely themselves. First thing you can do is stock your own strategic reserves of food now, at home. Mark my words, food prices are not going to go down and will spike. Might be a good year to expand the garden.

     

    I'd also advise investing in handshakes. I'd estimate 15-25% of my food comes direct on the local gray market with people I shake hands with, and I'm shooting for 50% this year. This will be the first year I scoop a 1/4 cow before beef is on par with caviar prices. Down from day one customers get preference when you've got more customers than supply. Good chance that handshake might become more valuable than a  grocery store loyalty card discount. 

     

    They have farmer's you can shake hands with if you're rural or drive, they have food/gardening co-op systems if you're in suburbs, or a city. There are even subscription based setups direct with local food producers, but again, if it's over the internet, and you're not shaking hands, it's not as good as one where you are. We're pretty much urban/suburban, but our own subscriptions and trips out to farms have at the very least given us access to healthier options.

     

     

    Surely just eat Chinese take out

    • Truth 1

    12oz Death Pool

    in Channel Zero

    Posted

    On 1/6/2022 at 3:03 AM, Schnitzel said:

    just came in to say Clint Eastwood.

     

    given recent events SEEN UA

     

     

     

    Seen would be awful but smoking stogies while painting without a mask for 40 odd years somethings gotta give 😔

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