Commodities, Business & Shipping (and Tariffs)

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Nothing to see, can listen in one tab, play around the forum in a different tab. Lots of links for those who prefer to read can be found below the vid on youtube. 22 mins long.

Trump Targets China With a Maritime Salvo | Chinese Shipbuilding & Ships | Cruise Industry​

Feb 24, 2025 #supplychain #china #shipping

In this episode, Sal Mercogliano — a maritime historian at Campbell University (@campbelledu) and former merchant mariner — discusses the US Trade Representative's Proposed Action due to the Investigation of China's Targeting of the Maritime, Logistics, and Shipbuilding Centers for Dominance. This includes proposals to place tolls on Chinese-built and owned ships, and cruise ships.

 

Wall Street Breakfast Podcast: Bitcoin Slips Below $90K As Crypto Stumbles​

Summary​

  • Bitcoin falls below $90,000 amid bearish sentiment and a major security breach at Bybit, impacting several crypto-related stocks.
  • Indonesia reportedly agrees to lift the iPhone 16 ban, with Apple committing $1B to local investments and manufacturing.
  • Drug compounders sue FDA over semaglutide's removal from the shortage list.
More:

 

Related opinion piece.

US attempts to curb China’s dominance in shipping, but actions could backfire

US importers will bear the brunt of new fees on Chinese carriers and ships if they come into effect
think.ing.com
 

Wall Street Breakfast Podcast: Super Micro Surges As Delisting Fears Fade​

Summary​

  • Super Micro Computer (NASDAQ: SMCI) surged 26% after filing delayed reports with the SEC, avoiding a potential Nasdaq delisting.
  • Tesla's (NASDAQ: TSLA) market cap dropped below $1 trillion following declining European sales and investor concerns over Elon Musk's political ties.
  • China accused Taiwan of using its semiconductor industry to gain U.S. political support, amid reports of TSMC's potential stake in Intel.
  • Notable upcoming events include Nvidia's earnings call, Amazon's product event, and several investor days from major companies like 3M and Deere & Company.
More:

 

Wall Street Breakfast Podcast: Ben & Jerry's Founders Eye A Second Scoop​

Summary​

  • Ben & Jerry's founders are reportedly in talks to repurchase the brand from Unilever, potentially partnering with socially minded investors for a multi-billion dollar acquisition.
  • Anheuser-Busch InBev expects minimal near-term impact on U.S. beer prices from aluminum tariffs, with effects possible in 2026 if tariffs fully materialize.
  • Meta apologized for an error that flooded Instagram Reels with graphic content, clarifying it was unrelated to changes in content moderation policies.
More:

 

Geneva Dry Dialogues: Kpler - Splash247

As the week comes to an end there’s signs that the dry bulk markets – led by capes – are picking up finally. Will this mini-revival be sustainable all the way through to the end of April when Geneva Dry, the global dry bulk summit, returns for its second edition? Alexis Ellender, the lead analyst …
splash247.com
 

Stock futures rise ahead of key inflation report: Live updates​

Stock futures rose slightly on Friday as investors looked to the end of a losing week and month and awaited key inflation data.

Dow Jones Industrial Average futures climbed 146 points, or 0.3%. S&P 500 futures and Nasdaq-100 futures gained 0.4% and 0.3%, respectively.

The personal consumption expenditures price index — the Federal Reserve’s preferred inflation metric — is due for release at 8:30 a.m. ET. Economists polled by Dow Jones expect the measure of price changes for consumers to rise 0.3% from December for an annualized gain of 2.5%. Excluding volatile food and energy prices, so-called core PCE is expect to increase by 0.3% month over month and 2.6% year over year.

More:

 

10 x 10 Approach

Do not invest 50 percent of your capital in just one deal that you feel strongly about, since that will put you into the “all your eggs in one basket” pitfall.
goldseek.com
 

S&P 500 surges more than 1% Friday to end stormy February as investors look past Trump-Zelenskyy clash​

Stocks managed to rise Friday to wrap up a volatile week and a losing month for the major averages.

Friday’s trading session saw a brief pullback after President Donald Trump and Ukraine President Volodymyr Zelenskyy clashed in the Oval Office, which raised concerns about heightened geopolitical risks.

The S&P 500 added 1.59% on Friday to close at 5,954.50. The Dow Jones Industrial Average rose 601.41 points, or 1.39%, closing at 43,840.91. The Nasdaq Composite climbed 1.63% to settle at 18,847.28.

More:

 

Post in thread 'The Lunatic Fringe - Political Chat'

Podcast here, nothing to see, can listen in one tab, play around the forum in a different tab.

Gold, Inheritance, Boomers, & Argentina​

Mar 1, 2025 Doug Casey's Take

In this episode, Doug shares notable events from history, including the assassination of Malcolm X and Nixon's visit to China. He reflects on the evolving nature of prominent figures and events, such as Robert Mugabe's legacy and Jeff Bezos' recent declaration regarding the Washington Post's editorial stance. The discussion transitions into the potential impacts of financial resets, gold markets, and the role of...
 

Gary Stevenson (economist) - Wikipedia

en.wikipedia.org

*Nothing to see in any of the vids. Probably best to listen in one tab, play around the forum in a different tab. I listened to them as background noise while I was surfing the web. As with anything, take everything fwiw and dyodd.

“Learn to Use What You Got” – Ex-trader Gary Stevenson on Competition. (Part 1)​

Join us for an eye-opening conversation with Gary Stevenson, a former trader who once dealt in nearly a trillion dollars a day! In this video, Gary shares his unforgettable story of greed, financial madness, and moral decay—dimensions of a world few ever get to see.

From his humble beginnings kicking footballs on the streets of East London to becoming the youngest and most successful trader in the city, Gary reflects on the transformative competition that changed his life: ‘The Trading Game.’ However, success comes with sacrifices. Discover the shocking realities of high-stakes trading, where winning often means betting on others losing.

As the economy crumbles, Gary questions the morality of a profession built on profit at any cost. What happens when the adrenaline-fueled chase for wealth begins to spiral into moral compromise? How does one maintain their sanity while navigating such an intoxicating world?

Now a leading advocate for economic equality, Gary has shifted his focus from the trading floor to creating real-world change. Through his popular YouTube channel, media appearances, and #1 Sunday Times bestselling book, "The Trading Game," he’s on a mission to reveal how money truly works and how it can empower everyone.

Don’t miss this chance to witness Gary’s outrageous journey into the heart of the financial world—a journey marked by both triumph and caution. Tune in for a conversation that could change the way you think about money!

Part 1: “Learn to Use What You Got” – Ex-trader Gary Stevenson on Competition. • “Learn to Use What You Got” – Ex-trad...

Part 2: “Poverty Hardens the Soul” – Ex-trader Gary Stevenson on Growing Up Poor. • “Poverty Hardens the Soul” – Ex-trade...

Part 3: How Bad Will It Get? – Economist Gary Stevenson on the Economy. • How Bad Will It Get? – Economist Gary...

Part 4: "The Rich Are Going to Eat Us" – Economist Gary Stevenson on the Future. • "The Rich Are Going to Eat Us" – Econ...
 

Commodity checkoff program - Wikipedia

en.wikipedia.org

The story behind agriculture’s commodity checkoff programs | AGDAILY

Checkoff program funding has made a big impact on farming and American pop culture, but it is also often plagued with political and other concerns.
www.agdaily.com

Farmers call on DOGE to investigate billion dollar commodity checkoff fund​

Former Missouri Democratic Lieutenant Governor Joe Maxwell, who has been a farmer since the 1980s, is calling on the Department of Government Efficiency to investigate commodity checkoff funds, having accused the $1 billion a year fund of being ridden with fraud and abuse.

“While farmers have been paying in billions, literally they have paid in billions of dollars into the commodity checkoff programs, we have lost hundreds of thousands of farmers,” Maxwell, who is with Farm Action Fund, told the Washington Examiner. “These checkoff programs tout that they have as much as $11 or $12 return on investment for every dollar invested, but that return is not going back to the farmer.”

More:

https://www.msn.com/en-us/money/mar...ty-checkoff-fund/ar-AA1A5hWh?ocid=socialshare
 

What’s Warren Buffett’s Next Big Bet After Getting Rid Of His S&P 500 Index Funds?​

Mar 2, 2025 #jenniferlammer #bondbeginners #bondmasters

Why is Warren Buffett holding so much cash & what might his next big bet be after exiting his S&P 500 index fund positions? Watch on as we dissect his annual shareholder letter to Berkshire Hathaway shareholders & annual report!

20:08

SOURCES:

https://www.berkshirehathaway.com/letters/2024ltr.pdf
https://www.berkshirehathaway.com/2024ar/2024ar.pdf
https://www.berkshirehathaway.com/2024ar/202410-k.pdf
https://finance.yahoo.com/quote/BRK-A/
https://finance.yahoo.com/quote/BRK-B/
https://finance.yahoo.com/video/warren-buffett-bearish-ever-gets-200500867.html
https://www.dataroma.com/m/m_activity.php?m=BRK&typ=a
https://investor.vanguard.com/investment-products/etfs/profile/voo
https://www.ssga.com/us/en/intermediary/etfs/spdr-sp-500-etf-trust-spy
https://finance.yahoo.com/video/japanese-trading-house-stocks-climb-160811252.html
 

Yellow settles WARN claims from nonunion employees for $12.3M

A federal bankruptcy court has been asked to approve settlement agreements between Yellow Corp. and two groups of former employees who were given shortened layoff notifications.
www.freightwaves.com

Carriers prioritizing West Coast

The truckload market is tightening, but not evenly.
www.freightwaves.com

Borderlands Mexico: Mapping supply chains key to surviving tariff wars, experts say

This week in Borderlands: Mapping supply chains key to surviving tariff wars, experts say; Construction begins on logistics park in Laredo, Texas; WWEX Group opens office in Monterrey, Mexico; and Continental expanding plant in central Mexico.
www.freightwaves.com
 

Stock futures rise slightly as investors await tariff developments: Live updates​

Stock futures edged higher Monday amid continued uncertainty surrounding President Donald Trump’s plans to impose tariffs on key U.S. trading partners this week.

Futures for the Dow Jones Industrial Average gained 58 points, or 0.1%. S&P 500 futures ticked up 0.3%, and Nasdaq-100 futures advanced 0.4%.

Commerce Secretary Howard Lutnick said Sunday on Fox News that the exact tariff that will be levied against Mexico and Canada starting Tuesday is still “fluid,” which means it could be lower than the proposed 25%. He added that the additional 10% duty on China imports is “set.”

More:

 

Trump trade threats compound global ocean shipping uncertainty​

  • US threats of hefty tariffs and million-dollar port fees raise alarms
  • Experts call protectionist moves by US 'unprecedented'
  • Global shipping rates soften, weakening carriers' hand as contract renegotiation begins
LONG BEACH, California, March 3 (Reuters) - The global ocean shipping industry that handles 80% of world trade is navigating a sea of unknowns as U.S. President Donald Trump stokes trade and geopolitical tensions with historical foes as well as neighbors and allies.\

That is the backdrop for this week's S&P Global (SPGI.N), opens new tab TPM container shipping and supply chain conference in Long Beach, California, an annual event that marks the start of container shipping contract negotiating season.

More:

 

CNBC Daily Open: Stocks tank globally as tit-for-tat tariffs begin​

“Tariffs” may be the most beautiful word in the dictionary for U.S. President Donald Trump, but it is one that stokes fear in investors. Risk-on assets such as stocks and cryptocurrency sank Monday after Trump refused to pardon Canada and Mexico from a hefty 25% duty on all goods imported from both countries.

In the markets, the S&P 500 fell the most since Dec. 18 and is testing its 200-day moving average, generally seen as a support level — meaning that if the index dips below that line, it could fall even further. Bitcoin sank below $90,000, erasing in a flash its 10% gain from Trump’s announcement on Sunday of the creation of a U.S. strategic crypto reserve.

More:

 

Trump’s global trade war is now officially live and markets are crashing​

President Donald Trump has officially launched a global trade war, sending markets into chaos and wiping out billions overnight. On Tuesday, the US slapped heavy tariffs on imports from Mexico, Canada, and China, with Trump confirming that no more negotiations will take place.

The numbers are brutal: 25% on all goods from Mexico, 25% on nearly everything from Canada except energy, 10% on Canadian energy imports, and 20% on many Chinese goods. Canada immediately hit back with 25% tariffs on $155 billion worth of US exports.

More:

https://www.msn.com/en-us/money/oth...S&cvid=14a8e36b5d044215ae4f4f539c0d417a&ei=13
 
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