SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (4817)7/17/2022 4:18:10 PM
From: S. maltophilia  Read Replies (1) | Respond to of 10655
 
For wheat I see war and weather overriding any attempt to adapt. Microchips - haven't followed enough recently to comment.



To: Sun Tzu who wrote (4817)7/17/2022 7:58:29 PM
From: Sun Tzu  Respond to of 10655
 
This is a long, but not boring, discussion about oil, euro, and the stock market.
The guy they are interviewing wrote a book based on the intersection of politics and the markets.
His target numbers and dates match mine for my bullish case (more or less).

The value of the discussion is both for the perspective, and also for gleaning how traders and fund managers think. Everyone on this call is a long-short portfolio manager, which is sort of like a hedge fund.



HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News