Soybeans
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X @Easy
Easy· 2025-11-01 17:48
Investment Strategy - The firm is taking 3 strategic positions based on the "60 Minutes" interview with Trump [1] - The firm is heavily invested in SOY, with Paramount and Larry/Oracle being secondary, higher-risk investments [3] Investment Opportunities - SOY: Anticipates positive impact from renewed trade discussions with China and potential soybean purchases, considering it a "no brainer" below 70 cents [2] - Larry/Oracle: Speculates Trump's mention of Larry Ellison and his sons, along with David Ellison's acquisition of CBS, could positively influence the stock [2] - Paramount: Believes Trump will highlight Paramount's $16 million payment to him due to a lawsuit victory [2] Key Discussion Points - China and President Xi Jinping [3] - Venezuela [3] - Israel [3] - The U S government shutdown [3] - Immigration and use of the National Guard [3]
Trump-Xi Meeting Will Aim to 'Lower the Temperature,' Baucus Says
Bloomberg Television· 2025-10-28 21:44
What are your expectations going into this this meeting on Thursday. I think bottom line, this is going to be a kind of hand-holding kind of a truce. You know, lowering of the temperature and not a lot of substantive, solid agreements.I think a lot of this is paving the way toward a hopefully summit later on next year. And with President Xi and China, they'll talk about clearly soybeans and fentanyl is clearly on the table. Tariffs will be on the table.That's more of the easier stuff. Will Iran get to expor ...
'No coherent plan.' Trump admin. quietly softens some tariffs as SCOTUS case looms
MSNBC· 2025-10-21 04:31
It is time for money power politics. And Donald Trump's messaging on tariffs is starting to get a little muddled. So, let's level set.In a Fox News interview, Trump claimed America will suffer quote for years if the Supreme Court strikes down his tariff policies. But the Wall Street Journal is now reporting that behind closed doors, his administration is slowly backing away from many, many, many of his signature tariffs, exempting dozens of products that simply cannot be produced here and offering carveouts ...
X @Easy
Easy· 2025-10-15 00:24
Lemme just make sure I got everything from today covered…- Trump said China is bad cause soybeans and we can make our own, market sells off on this- Monad airdrop checker goes live, sybils get slaughtered, and prominent CT individuals get rewarded in hopes people are excited about it and don’t FUD- a prediction market on BASE that was wildly oversubscribed on KAITO decided to fight with CZ && binance, airing out listing fees n more, and binance says its all a lie n to shut up- Minh bought a Ferrarianything ...
China vows countermeasures against new tariff threat in statement
CNBC Television· 2025-10-13 13:49
Trade Relations & Tariffs - China is defending its expanded rare earth curbs in response to US restrictions and sanctions, viewing them as reciprocal measures [2][3] - China pledges to take corresponding measures against President Trump's threat of 100% tariffs [3] - The Chinese Ministry indicates that the rare earth curbs do not equate to a ban, despite speculation about their timing amidst US-China negotiations [4] - There are two lines of thought regarding China's actions: using rare earths as leverage for concessions or a re-escalation due to poor negotiation progress [5] Rare Earth Market & Influence - China dominates the rare earth industry, holding 70% of the rare earth magnet market and 90% of finishing or processing [7] - China's influence extends beyond rare earths, with the country strategically targeting issues important to President Trump politically [8][9] Economic Impact & Trade Shift - China is attempting to reduce its reliance on the United States, with direct shipments to the US dropping to 10% of China's total exports [9] - Soybean imports into China have hit a record, with none coming from the United States, impacting US farmers [11]
X @Bloomberg
Bloomberg· 2025-10-10 15:54
Market Trend - China's effort to reduce reliance on US soybeans is expanding its sourcing to new regions, including Africa [1] Industry Focus - The Business of Food newsletter provides insights into this trend [1]