2Semana·

🍑 vs. 🇨🇳 - this time it's about soybeans 🌱

Trump threatens China with economic consequences over soybean purchases - including a possible end to business in the cooking oil sector. That sounds like a new round in the trade conflict 🇺🇸🇨🇳

I am considering whether, in this context, agricultural players such as $ADM (-0,13 %) (Archer Daniels Midland) or $BG (-0,56 %) Bunge Global could become exciting - both tend to benefit from stronger US domestic production and fewer imports from China...

What do you think: pure speculation or strategic opportunity?

13 Comentarios

jkb92@jkb92

2Semana

Ridiculous sabre-rattling before he sells himself as a dealmaker again and pulls out a mediocre to bad deal for America. Because unlike the rest of the world, China has at least as much leverage.

•

All-in-or-nothing@All-in-or-nothing

2Semana

@jkb92 I always find it funny how bad his deals are labeled. What he has over us in Europe by far: he makes deals that are advantageous (no matter how strong or less strong) for his country sind🤷🏼‍♂️. Who sits in a glass house and so😂.

••

jkb92@jkb92

2Semana

@All-in-or-nothing His deal with the EU tended to be good for the usa, but I don't think the deal with China will be.

•

HyperX@AxoWallStreet

2Semana

😂😂

•

All-in-or-nothing@All-in-or-nothing

2Semana

First of all, it would be this one: $BG 😉 Secondly, as far as I know, Bunge is one of the largest international distributors of staple foods (grain, corn, etc.). They are allowed to export pretty much anywhere in pretty much any political situation. Until recently, at any rate, they were one of a handful of suppliers that still delivered staple foods to Iran (via Switzerland as a detour, of course). To be honest, I believe that increased sales in the US are of little interest to Bunge at least, and in my view relatively irrelevant for them.

•

0LIV3R@PIXELINVESTOR

2Semana

@All-in-or-nothing thank you, it's adjusted! ✌🏻 and I didn't know that they even deliver to Iran 😅🙈

•

TradingHase@TradingHase

2Semana

I'm all for the speculation team 😉

•

Jim@wealth_navigator_64

2Semana

Donny bitteeeee 😂😂😂😂

••

S.A.U.@SAUgut777

2Semana

When will we be back to toilet paper 🤷🏻‍♂️😂

••

Erdbeermaus@Lumimyrsky

2Semana

today like this tomorrow like this.

••

B. T.@Aktienhauptmeister

2Semana

These mood swings are worse than in women 🤦🏼‍♂️

••

0LIV3R@PIXELINVESTOR

2Semana

Fuck you, what's going on PreMarket at $COOT Australian Oilseeds Holdings? +230% PreMarket 😵‍💫😵‍💫😵‍💫 ... Any bets that Trump put something in there beforehand and is now laughing up his sleeve again?

••

Der_Affe@Der_Affe

2Semana

With Trump, it's always about his beans.

••