Discover and read the best of Twitter Threads about #wheat

Most recents (24)

These are the "events" we experience during Kondratiev's Winter. We have seen some of these but they will play out a range of times. First in 2000-03, then worse during 2007-09 and now the big one 2020-23(?). Some major dominoes are about to fall - before we reach end of Winter
Major events still to be seen (apart from rest which will be repeated and become much worse than before!): 1) Pension fund crisis 2) Run from paper money 3) War (hope not!) 4) Debt resolution (Monetary Reset?). We are NO where near end of this major crisis, which ends K's Winter
My LT #Copper chart tells me, that we may very well see the crisis (with various phases) continue until end-21 or beginning of '22. That is for the bottom in the economic activity which means, that repercussions may be felt way into 2023-25. No where near the end of this crisis!
Read 19 tweets
At the top of the hour- farmdoc webinar, April 28.

* @farmdocDaily Live | #COVID19 and Ag.

* @nickdpaulson and @JoeGlauber1 on #Agricultural #Trade.
Nick Paulson
Importance of Ag #Export Markets
Export Share of U.S. Production, 2017/18
Read 32 tweets
.@Akali_Dal_ urges the GoI to give bonus on #wheat MSP besides sending a team to inquire into misappropriation & embezzlement of #food material despatched to Punjab. Resolutions to this effect were passed at a meeting of the party's core committee held through video conferencing. Image
The core committee demanded Punjab govt to remove the glut in 'mandis' by lifting wheat and helping those in crisis through direct cash transfers and waiver of electricity bills and also announce bonus to offset the losses being suffered by farmers in this hour of crisis. Image
Pb govt should come to the aid of 'Khet mazdoor' & daily wagers through DBTs besides waiving off power bills of all blue card holders for 3 months. The party also wants the State to waive off fixed charges for industry for 3 months & do away with MC taxes for a similar period.
Read 6 tweets
No doubt in my mind, that current rally in #SP500 and #equities is a counter-trend move - and that we will soon see a major deflationary CRASH. I have updated my SP500 outlook - some changes! Stay tuned for #HZupdates this afternoon. First - 88 km bike ride to Helsingør 👍
Back - a little tired - but feeling good! 🚴💪 Stay tuned for some #HZupdates - my perspectives on markets.
#Deflation phase is not over and done. #CRB tells this story. The decline from w4 top must have 5 waves and throw-over. We still need last leg before SECULAR BOTTOM.
Read 12 tweets
The e-token system has pathetically failed in Punjab. I request Chief Minister @capt_amarinder to take immediate corrective steps to avert total chaos in grain markets in the State during the ongoing wheat procurement season. 1/3
It's not only the failure of the e-token system, the State's inability to arrange required gunny bags, lack of cleanliness and basic hygiene in Mandis and inability to take Arhatiyas along in the procurement exercise has exposed the state government's lack of preparation. 2/3
It seems most plans have been made on paper only as there is a big mismatch between the announcements of the government and ground situation. 3/3

@PTI_News @ANI @ians_india #Punjab #wheat
Read 3 tweets
#Deflation unfolding - but as in all moves - we will always see counter-moves or corrections. Last week was such a correction. We must not drop our guard! The economic situation is dire and we are not through the illiquid phase. Major developments ahead! Stay tuned for #HZupdates
It is all about #USD. Last week was a retracement in the new strong spike for #DXY = wave ii (blue). Within days, DXY will likely start strong rally higher - reaching min. 109 within weeks. End target will be reached later this year ~122 #HZupdates
The rally in #DXY is caused by extreme USD shortage. #EURUSD will feel the strength. In fact, it seems to me, that we are about to see a very strong decline in EURUSD within days/weeks to ~0.97-0.98 before a sideways bounce. LT-target remains the same: ~0.85 to be reached this yr
Read 20 tweets
I urge chief minister @capt_amarinder to bring changes in the #wheat procurement process so that farmers go to ‘mandis’ in batches besides taking urgent steps to restore the food supply chain in Punjab to save lakhs of poor from the pangs of hunger. /1
#CoronaLockdown
In view of the #CoronavirusPandemic the State govt should come up with solutions to ensure the safety of farmers during the upcoming wheat procurement season. #Farmers must be provided with gunny bags to store the wheat in their premises. /2
#IndiaFightsCorona
There is an extreme shortage of both labour as well as combine harvesters, many of which are stranded outside Punjab. The State should immediately announce a subsidy of Rs 50 per quintal to enable farmers to cope up with huge costs entailed in getting their crop harvested. /3
Read 4 tweets
As the farm sector has been severely affected by #COVID19 pandemic, I request Punjab chief minister @capt_amarinder to suspend the collection of loan installments of Cooperative banks for six months besides deferring interest on them. 1/4 Image
I would also appeal to Punjab govt to come out with a comprehensive loan waiver scheme for all cooperative bank loans taken by farmers which was due since long and should be implemented quickly keeping in view the hardships being faced by farmers. 2/4
#CoronavirusLockdown
The State govt should also announce a direct cash relief of Rs 2,000 per month for farm labourers to help them tide over this crisis. Daily wagers in urban areas should be given a direct relief of Rs 3,000 per month. 3/4
#CoronavirusLockdown
Read 4 tweets
Dear all. #Deflation is here as forecasted. #Oil and #Commodities etc. are declining rapidly towards targets I have put up here in #HZupdates. We are still to see the major fall-outs. The situation is dire! CBs are fully committed to sacrifice the currencies to save the economy!
#Oil has reach the target of ~20 USD. But - I don't think we have seen the bottom yet! Why? Technical. I think we will see a triangle forming as wave iv - before Oil plunges towards its final target ~10 USD. Deflation not done despite massive CB and fiscal intervention! Image
#CRB has also reached the target area. Still, I expect further lows - following some sideways consolidation. Throw-over is to be expected for a Ending Diagonal. The significance of the bottom cannot be over-emphasized. This is a SECULAR BOTTOM - and the final low for inflation! Image
Read 20 tweets
Good morning! Let's have an update on markets as it has now become very clear, that we are to see the #Deflation unfolding, which I have mentioned here for a long time. Why hasn't it really hurt yet - and what to expect? Stay tuned for some #HZupdates
I have shown my #Oil chart for a long time with Ending Diagonal. Since talks of oil >100USD - and during spikes in oil due to attacks in ME. All noise!! Structures drive price - and we are en route towards <20USD - perhaps as low as ~10USD for Oil. #Deflation unfolding!
I have shown #Deflation in #CRB chart. Broken lower trendline and now heading towards much lower levels to be reached this year! It will be a SECULAR BOTTOM - hence this is from where #STAGLFLATION will develop, as economy continues to plummet and prices begin to rise #HZupdates
Read 23 tweets
Thread👉The MSP Fallacy

If an M.P asks a question in Parliament regarding #Farmer Income, it is a cast iron rule that @nstomar(#Agri minister) starts his reply with "Govt announces Minimum Support Prices for 22 mandated crops"; what he doesn't say is that only 6% farmers get MSP
@nstomar @Devinder_Sharma @waglenikhil @MonaAmbegaonkar @jayantrld @_YogendraYadav @GauravPandhi @jyotiyadaav @sakshijoshii @vijaita @svaradarajan Mantri Ji mentions "Union Budget 2018 announced to fix the MSP at 1.5 times of the cost of production". What mantri ji forgets to mention is that MSP is still fixed acc to A2+FL cost(input cost+family labour)rather than C2 costs(which include interest on value of land & machines)
@nstomar @Devinder_Sharma @waglenikhil @MonaAmbegaonkar @jayantrld @_YogendraYadav @GauravPandhi @jyotiyadaav @sakshijoshii @vijaita @svaradarajan @ikaveri @t_d_h_nair @sayantanbera @geetv79 @MnshaP @NPDay @mkvenu1 @kayjay34350 @HasibaAmin @RURALINDIA What mantri ji does not tell the parliament that, on account of Govt's refusal to decide MSP on C2 costs(which include interest on value of land & machines), Farmers lose
Rs 613.50/quintal #paddy
Rs 212.50/quintal loss #wheat
Rs 2325/Qt #arhar
Rs 2488/Qt #moong
Rs 1762/Qt #cotton
Read 5 tweets
🇺🇸 🇨🇳 Phase One #Trade Deal: Chinese Commitments

1/ To purchase at least an additional $200 billion in U.S. exports over the next 2 years (base: 2017).

2/ To do more to crack down on the theft of American technology and corporate secrets by its companies and state entities.
3/ To avoid currency manipulation.

4/ To bring forward the planned opening of its capital market.

5/ To set up a system to resolve conflicts over drug patents.

6/ To endorse an enforcement system.
🇺🇸 🇨🇳 Phase One #Trade Deal: Full Texts En/Cn

#China’s Ministry of Finance published both English and Chinese versions of the text - Statement
*Link (Chinese): bit.ly/3aivKcX
Read 28 tweets
This again.

#China agreeing to make $50 billion in U.S. agricultural purchases in 2020.

The RECORD value for annual U.S. ag product exports to China was in 2012 at just under $26 billion. Compare commodity prices then and now. For reference, 2017 was $19.5 billion.
And if you consider Ag & Related Products (includes fish & forestry products) - max was $29 billion in 2013. So this is the absolute max previous ceiling considering all exports that could be considered ag.

I'm not seeing how $50B is possible in 2020.
I posted this as a reply below, but worth repeating:

The max annual combined export value of U.S. #pork and #soybeans to ALL destinations: $31 billion in 2012.

Add in #corn (TOTAL, to ALL buyers): $41 billion in 2014.
Read 7 tweets
Good morning! #Equities continue to defy gravity. This has more to do with the insane monetary environment CBs have created. Macro economic reality says something completely different. The division (=the bubble) will come to haunt us all. Please stay tuned for #HZupdates
Why is it, that some analysts try to explain away the obvious? We have a major bubble in ...well almost all assets. #Schiller PE for #SP500 tells us, that the bubble is at 1929-level. Could it grow bigger? Sure!! But that does not make it a non-bubble #HZupdates
Amount of neg. yielding debt has skyrocketed. Remember, this is discount factor. If discount factor is closing in on 0 (or goes neg.) then value of any asset is going to infinity. But that has NOTHING to do with true value of any asset. This is "Bubble food"! #HZupdates
Read 23 tweets
5 part thread

Despite #ASF #China is still grain deficient and will need to rely on more and more imports to feed their people.

HIGHLY #RECCOREAD >>Propelled by U.S. Trade Talks, China Charts a Course to #Soybean Security
worldview.stratfor.com/article/propel… 1/5
In fact they have made recent deals with #Russia >>
China approves #wheat, #soy imports from Russia
reuters.com/article/us-usa… 2/5
And Brazil >>
#China Ramps Up #Brazil #Soybean Imports, Rebuffing U.S. Crops
bloomberg.com/news/articles/… 3/5
Read 5 tweets
#SIRIUS the RED giant star #Betelgeuse. Matthew 24 says the Sign of the Son of man will appear in the skies to warn people to be ready for #Rapture & #SecondComing of Jesus. Jesus stood among 7 stars in Revelations to warn the 7 churches and mankind
#TheSecondComing
.@POTUS
Betelgeuse is a MASSIVE star that is RED color because it is nearing the end of its life span. The bright red color symbolizes a blood sacrifice of Yeshua for us! The right shoulder signifies strength or triumph. In Orion, the right shoulder and hand signify “The Coming Branch.”
Jesus in last days as #ORION CONSTELLATION star Betelgeuse is the Brightest Star in constellation Orion called Alpha Orionis. God the Alpha and Omega uses symbols, signs and wonders seen in Jesus Christ.
#SuperNova
#TheSecondComing
.@POTUS
Read 10 tweets
Vacation time 🙂I'm currently in beautiful Oregon, US. Been flying, rafting, hiking, eating and playing with the kids - great time! Now - small break to update myself on the markets. Stay tuned for some #HZupdates
Where the #USD goes, rest of the market follows! Getting the direction of USD right is key. This is how I see #DXY short term. Further downside to develop - with target ~95.0. This is likely a major bottom - before DXY explodes higher #HZupdates
Following the ST weakness in #DXY, I think we will see much higher levels coming , as the shortage of USDs in the financial system becomes very clear. The target remains 107-109 - pot. higher to be reached some time around Mid-2020 #HZupdates
Read 19 tweets
#Wheat #Gluten #Sugar #Ayurveda #Diet
What is the the IDEAL DIET?

I've spent the last few years experimenting and reading about a bunch of diets and I feel pretty certain about some Ayurvedic principles that work to improve the health of EVERYONE.

Sharing insights 👇👇👇
According to Ayurveda there's no such thing as an IDEAL DIET for EVERYONE, because Ayurveda believea bio-individuality.

Thus one man's poison is another man's nectar, HOWEVER there are certain health principles which are universal. Discussing that below. Simple stuff for all.
1) Sugar is pure poison - No exaggeration at all. Sugar has addictive properties that work very similar to the way cocaine works on our brain. Just google "sugar cocaine addiction". In rats sugar is 8 TIMES MORE ADDICTIVE THAN COCAINE. Use jaggery (brown, unprocessed) not the
Read 21 tweets
Bad weather in the United States and disease in China are threatening food shortages globally and massive inflation. Our national security and stability is at stake over the next few years.
One of the biggest reasons inflation has remained so low over the past half decade is record growing seasons in the United States and Russia for #corn #wheat and #soybeans However this year is the worst season on record as cold, rainy weather delayed #plant19 by several weeks.
Planting progress for all three crops was beyond dismal this year. In fact, it was the slowest planting progress ever on record and many farmers simply chose to skip this year.
Read 21 tweets
Good morning all! 🙂 Morning in Copenhagen - listening to Ludovico while I'm updating analyses and family sleeps. Fantastic piece of music: #AllisGood
Time for some #HZupdates. Let's take a look at the market from the way I see it. Where is that deflation, I have been forecasting? Did CBs succeed to do their magic and eliminate that threat? What about the Kondratiev's winter - over/done? Stay tuned! 🙂
AUDUSD is inflation gauge. Rally=inflation up; Decline=inflation down. LT perspective looks like this. Decline in 2008 = wave A. Rally up to 2011 = wave B. We have since been in wave C. Wave 5 will take us to ~0.5. Note the horizontal line. When this goes -->free fall #HZupdates
Read 28 tweets
Only 58% of U.S. #corn was planted as of May 26, the slowest pace on record. That is only +9 points on the week and drastically lower than the average of 90%. The trade was expecting 63%. #plant19
U.S. #soybeans were 29% planted as of May 26 versus 19% in the previous week and an average of 66%. Trade expected 31%. Spring #wheat was 84% planted versus 70% in the previous week and an average of 91%. Trade expected 83% on spring wheat. #plant19
#Corn planting progress, May 26:
Illinois 35% (5yr avg 95%)
Indiana 22% (avg 85%)
Iowa 76% (96%)
Minnesota 66% (93%)
Nebraska 81% (94%)
Ohio 22% (78%)
N Dakota 63% (85%)
S Dakota 25% (90%)
Wisconsin 46% (82%)
Missouri 65% (95%)
Kansas 70% (88%)
Michigan 33% (73%)
#plant19
Read 7 tweets
After multiple years of relatively problem-free global crop production on a large scale there are 3 big stories developing simultaneously:

1. #noplant19 in the entire #Corn Belt of US.

2. Developing drought in Canada. #wheat

3. Hot and dry conditions developing in China.
Yet a couple more to add:

5. Hot and Dry in southeast US already doing significant crop damage. #drought19 (see below)

6. Continued long-duration drought in parts of Australia.
Read 5 tweets
U.S. planting progress, May 12:
#Corn 30% (23% last week, 66% average, trade guess 35%)
#Soybeans 9% (6% last week, 29% avg, trade guess 15%)
Spring #wheat 45% (22% last week, 67% avg, trade guess 35%)
#plant19
Notable delays, #corn:
Illinois 11% (5y avg 82%)
Indiana 6% (avg 57%)
Iowa 48% (76%)
Minn 21% (65%)
Ohio 4% (47%)
Nebraska 46% (72%)
N Dak 11% (43%)
S Dak 4% (54%)
Michigan 5% (34%)
Wisconsin 14% (46%)
Missouri 52% (87%)
#plant19
Notable delays, #soybeans:
Illinois 3% (5yr avg 34%)
Indiana 2% (26%)
Iowa 13% (31%)
Arkansas 21% (53%)
Mississippi 33% (69%)
Louisiana 53% (75%)
Minnesota 3% (36%)
N Dak 5% (20%)
S Dak 0% (19%)
Wisconsin 4% (17%)
Michigan 3% (17%)
Ohio 2% (20%)
Nebraska 20% (32%)
Read 3 tweets
#Punjab: Essence of #productivity | Punjab has been the #breadbasket for the country by providing with a constant supply of #wheat , #vegetables and #fruits . #GranaryofIndia
However, the state has been plagued with issues regarding #drugabuse, high #fertilizer use and the lack of diversification in the #economy.
Punjab needs to reform, learn more by reading below. Read more on how Punjab will play a key role in the 2019 Indin elections. #IndianElections2019 #IndiaElections2019 #GeneralElections2019
bit.ly/2DWIjwd
Read 3 tweets

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