Discover and read the best of Twitter Threads about #permabears
Most recents (1)
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I know I spam twitter with bullish tweets about #drybulk. There's a reason why I'm pounding table on this one. This might be the only(!) chance you will get in your life time to participate in a mega cycle. Remember, it's 18 years since the last one started.
I know I spam twitter with bullish tweets about #drybulk. There's a reason why I'm pounding table on this one. This might be the only(!) chance you will get in your life time to participate in a mega cycle. Remember, it's 18 years since the last one started.
2/
Let's start with the demand side.
There's two drivers of demand. Demand for the commodity and supply of the commodity. Infinite demand for iron ore doesn't help if there's no supply to put on ships. But they are connected. ---
Let's start with the demand side.
There's two drivers of demand. Demand for the commodity and supply of the commodity. Infinite demand for iron ore doesn't help if there's no supply to put on ships. But they are connected. ---
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Increased demand for the commodity leads to higher prices, incentivising increased production.
Will soybean producers be likely to increase production and shipments going forward?
Increased demand for the commodity leads to higher prices, incentivising increased production.
Will soybean producers be likely to increase production and shipments going forward?
