
Alex
After the rally this week are we still t...
Both of these statements are true at the same time - short high beta long défensives until May/June

Jerome Cody
who knows anymore...two months ago, the Fed thought conditions were ripe for hiking interest rates to fight inflation: Covid in retreat, a strong labor market, and a rebounding economy. Then Russia invaded Ukraine.
Now there are signs (?) of possible end, fed hiked rates 25 basis points and offered a forecast for 6 more, but there are still way too many wildcards so....who knows anymore

D J
If this isn’t resolved, we could be heading towards famine in most poor nations 😔
cnbc.com/2022/03/22/ferti..

www.cnbc.com
Fertilizer prices are at record highs. Here's what that means for the global economy
Supply shortages fueled by the Ukraine-Russia conflict, along with a host of pre-existing factors, have driven fertilizer prices to record highs.

D J
From the pandemic and war to severe weather and historic droughts, a rare combo of terrible circumstances is putting every aspect of food production under pressure — all at once. Global food prices have surged 75% since mid-2020 and are expected to keep climbing. The UN said it’s putting some people in poorer countries at a “breaking point.” Food insecurity is known to lead to more civil conflict and unrest — it was bread prices that helped spark the Arab Spring over a decade ago. #The Most Important Thing

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