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Conor Maguire | Value Situations Profile picture
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Aug 22 • 4 tweets • 2 min read
Commodity prices can still rise as economic growth & demand declines if there's not enough of *existing* basic supply. I think supply matters more than demand right now #precarityofsupply -->
Constrained power supply =constrained production of critical materials for which their remains strategic demand - ft.com/content/0906df…
Declining demand due to recessionary concerns won't change the weather to the betterment of basic supply of key commodities across materials, agriculture and energy - wsj.com/articles/droug…
typo above - *there remains

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Conor Maguire | Value Situations Profile picture
Aug 19
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Conor Maguire | Value Situations Profile picture
Aug 19
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May 3
Market Risk & A Buffett Special Sit🧵- Of all the coverage of the Berkshire $BRK annual meeting over the weekend, what I found most interesting was the news of $BRK 's ENORMOUS special situation trade via a merger arb play on the $MSFT / $ATVI deal –
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Mar 4
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Mar 2
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