(Unique) macro idea generation and (insightful) market thoughts.
Great thoughts, Quinn. Excited for a series on ag complex. Catch you on the round up!
Really interesting Quinn, thanks! I've been watching that continuation H&S on Cattle too.
Thanks for the insight Quinn!
Just got caught up the last Forward Guidance episode. In it, you cautioned a co-host on only owning XLE as it’s primarily US focused. Can you elaborate on that?
another argument to be long agri - https://x.com/finnjclancy/status/2055508508385194467?s=20
"live cattle prices are in a secular bull market"
Salieri.gif
Great thoughts, Quinn. Excited for a series on ag complex. Catch you on the round up!
Really interesting Quinn, thanks! I've been watching that continuation H&S on Cattle too.
Thanks for the insight Quinn!
Just got caught up the last Forward Guidance episode. In it, you cautioned a co-host on only owning XLE as it’s primarily US focused. Can you elaborate on that?
another argument to be long agri - https://x.com/finnjclancy/status/2055508508385194467?s=20
"live cattle prices are in a secular bull market"
Salieri.gif