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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (67041)	4/5/2021 3:10:37 PM
From: Madharry	Read Replies (2) \| Respond to of 78821

stephanie link tweeted that A. lost $110 billion! I think Yellin misspoke the prime lenders are the ones who need to be scrutinized for letting that kind of leverage happen in the first place. Im surprised that this is not cratering financials. Congrats on UAN. everytime i look at the share price i feel stupid. probably a good thing. Today my thoughts are on geographical diversification . does anyone here have an allocation strategy of how mush us and how much international exposure. I am thinking 70% 30%? pretty sure i want my intl exposure to be mostly china india and south korea and japan.

To: Elroy who wrote (67041)	4/6/2021 8:30:14 AM
From: E_K_S	Respond to of 78821

Belarus Fertilizer Firm Surprises on India Potash Price Hike Belarusian Potash Co. said India’s largest potash importer agreed to a surprising new contract price of $280 per metric ton, 13% above a level agreed to in late January. ICL Group Ltd., a Tel Aviv-based minerals and chemicals company, also agreed to sell 600,000 tons of the fertilizer to Indian Potash for the same price -- $50 above its previous contract. Other major suppliers are expected to settle contracts at $280 per ton with all major Indian buyers, BMO Capital Markets analyst Joel Jackson said Monday in a report.