Gerardo Moscatelli
@gemoscatelli
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Commodities Trader - Risk Manager - Python - MITx Data Science Sciences Po Paris - Global Head Trader at LDC, CHS and Sodrugestvo Ag commodities and energy
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Joined May 2020
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Last Seen Profiles
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I'm ready to bet 1M USD that the world population will never reach 8.5bn people in the coming 30 years. We will be heading to 7bn much earlier than expected and this is what we are seeing in
#commodities
.
Once in a lifetime demand destruction black swan: population decline
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@WHO
@WHOAFRO
@WHOWPRO
@WHOEMRO
@WHO_Europe
@WHOSEARO
@pahowho
@PAHOCaribbean
@WHOArmenia
@WHOPoland
@WHOEgypt
By vaccines do you mean the gene transfection lipid nanoparticles containing SV40 origin of replication, enhancer, promoter and modified RNA with pseudouridine that also happens to have an open reading frame in the opposite direction coding for spidroin to transfect human cells?
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@DoctoraPrego
@FLMIRONES
@NataliaPrego
@P_McCulloughMD
@medxverdperu
@MxVChile2
@MdicosporlaVer1
@mpvcovid19
@drcole12
@NassMeryl
Esto no fue ni un error ni un accidente, fue una modificación genética intencional:
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@MakisMD
Clot shots + sudden changes in the cabin air pressure. Have you seen what happens to a closed empty bottle of mineral water on a plane? Now do this with damaged arteries. Boosted people should avoid flying.
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@stephanieseneff
Reading your paper published in 2021 warning about the risks of mRNA coding for the Spike protein and possibly Inducing prion disease is what convinced me of not taking this experimental gene therapy. Thank you
@stephanieseneff
so grateful. When someone from MIT speaks, I listen
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The revenge of the bond traders who understand interest rate sensitivity and duration 💪
After having been forced to swallow the garbage of financial illiterates of the zirp/QE era for more than 10 years because "BTFD" now we are back in town with force and thirst of revenge!
I hate to break it to everyone but this is the worst ERP in 22 years… you are guaranteed to lose money in equities over a medium term horizon. Risks are much higher than in any other point in the last 22 years with QT, high real rates, margin squeeze, inventory unwind, risk of
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@hasantoxr
Those who want to learn "AI" should follow the MIT Linear Algebra course by Gilbert Strang. Best course and teacher ever. Nothing gets close to MIT level, this is why the US is still the largest economy in the world and will remain a super power for a longtime.
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@REV_Insulin_Res
Professional athletes fitness influencers who have 8 hours per day to spend at the gym keep their followers frustrated and overweight by telling them they can eat pasta and pizza at will if they train hard like them. With more eggs and meat / less carbs no need to train hard.
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Chicago Aug calculated board crush 🚀 Thanks to biodiesel the US has the most expensive soybean oil in the world and the best crushing margins:
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@IanCopeland5
@twc_health
@P_McCulloughMD
@drdrew
@jathorpmfm
@DrHarveyRisch
@MakisMD
Ivermectin, Nattokinase, Curcumin, Bromelain, NAC, Zinc and Vitamin D contributed to my recovery from my second Covid infection end of 2022. I have more trust in any of these Drs than the allopathic mainstream pharma medical scam. Drs need to learn biochemistry.
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Corn prices will collapse next week, there is too much corn everywhere, not enough demand.
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The world with a 40M mt soybean crop in Argentina and 152M mt in Brazil is completely different from the scenario we see today: less than 30M mt in Argentina and 148M mt possible in Brazil. I don't care what the chart says, this is bullish.
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@ChrisPalmerMD
After 2 months of
#ketodiet
, consultation with oncologist, triglycerides down 50%, testosterone up 100%, inactive (makers=0) small remain of tumor in the lymph node (4 cycles chemo 2021) volume reduced by 50% in last CT:
- Dr : Good results
- Me: keto diet
- Dr: what is keto?
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@eekymom
@CDCgov
@pfizer
@AlbertBourla
Criminal liability is not protected by any contractual immunity: hierarchy of the law. If we sign a private contract where we state that I can poison you without liability this contract is illegal, null and void. Poisoning people with undisclosed adjuvants and DNA is a crime.
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@JesslovesMJK
80% of humanity was misled and committed a terrible mistake with catastrophic consequences for human health, genetic evolution, society and the economy. It will be difficult for the remaining 20% to change anything when 80% refuse to see reality unfortunately.
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Soybean crop in Argentina: 38M mt or lower now. 70M mt of crush capacity in the wrong country.
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@Kevin_McKernan
Undergrad MIT students learn how to replicate these plasmids using bacterial vectors in cells but "PhD level" experts can't understand
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@CharlesStassi
PET scan with glucose contrast was my red pill. Cut glucose, starve the tumor. Almost no oncologist will recommend this to patients, they don't want to lose loyal profitable customers.
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@holmanm
@PeterAttiaMD
I watched his interview Andrew Huberman, the moment he started promoting statins to prevent atherosclerosis he lost my confidence. 0 tolerance for pharma drug pushers.
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@shmuelcshapira
@vincevela1a
It was very efficient at triggering a massive global wave of cancer cases in young people
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Grains and oilseed prices below the cost of production are going to affect the entire supply chain and ecosystem: credit, fertilizers, warehouses, ports, processing, valuation of ag commodity traders.
I'm sure the ESG green certification experts have a solution for this.
#oatt
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Do you want to earn $3.81bn with agricultural commodities like Cargill?
Just need to move $177bn worth of agricultural commodities/yr.
2.15% net profit margin for moving grains in the middle of a war and logistic bottlenecks with extreme price volatility.
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@Jikkyleaks
@JesslovesMJK
@NarfGb
@Fynnderella1
@DoorlessCarp
@Kevin_McKernan
@NestCommander
Heard about pseudouridine here on MNN (Mouse News Network) when you started discussing it a while ago.
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Brazilian farmers who can switch to cotton next year are going to plant cotton instead of second corn crop, you can be certain.
This chart shows the comparison between safrinha
#corn
2024 profitability (gray line) and cotton profitability (dark line) in Mato Grosso. Both in BRL per hectare.
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@ChrisPalmerMD
It took me 47 years to realize how bad sugar, carbohidrates and alcohol are for the metabolism of our brain and body.
Eliminate them from your life, live better, stronger, healthier and happier.
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@Sino_Market
I have been there more than 12 times already (from Harbin to Shenzhen) and will be happy to go back. I love China, Chinese people and the variety of Chinese food.
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Dog token? Ape NFT? No this is Aug soybean board crush calculated with Chicago futures (Soymeal + soyoil - soybeans)
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First day after my chemo in 2021 and 2 Covid in 2022 that I wake up with the energy and urgent need to go swimming/weight lifting.
After 6 months of
#ketodiet
, visceral fat gone, liver saved, thanks to the advice of:
@DoctorTro
@KenDBerryMD
@SBakerMD
@ChrisPalmerMD
@DrSeanOMara
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@FariaLimaElevat
E mais fácil aprender a programar em Python que usar essas calculadoras velhas com lógica polonesa :)
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@DIVIZIO1
Quelle est la pathologie qui aurait pu être évitée par la vaccination? Cela n'existe que dans l'imaginaire hystérique hypocondriaque des français.
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@BrittWoo10782
@Jikkyleaks
@TrialsiteN
@JesslovesMJK
@AdhesionsOrg
It makes vaccinated people ready for gene editing, these PAM sequences are recognized by enzymes to cut DNA and paste new sequences. Now software dev billionaires who learned some genetics can update the software of life of their peasants.
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Palm oil up 7.4% this morning, this rally looks more related to new money flows into commodities (Fed pause) than weather:
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@denisrancourt
A simple statistical analysis (Chi-squared test) of vax/no vax vs dead/alive two years later should be enough to conclude without any doubt that the vaccines are a determinant factor of death. We can prove the causation to show to the "correlation is not causation" bros.
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@wmiddelkoop
Lula is going to follow the path his fellows already governing Argentina (100% inflation, decline of the agricultural production due to export taxes). The productive sector of Brazil, farmers, truckers, small entrepreneurs know what is coming. The armed forces will not intervene.
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AgTwitter is 100% focused on weather and supply taking demand for granted. Where is the demand?
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2 yrs ago: overweight, chronic fatigue, inflamated fatty liver after cortisone, 2 Covid infections and lost hair after 4 cycles of chemo (EP) to treat tumor in the lymph node.
Today: carvivore
#ketodiet
, vitamins, sun , tumor markers = 0, lost visceral fat, liver back to normal
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@JimFergusonUK
How can a sovereign country transfer its sovereignty to a private organization?
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@ichudov
@CommunityNotes
modRNA together with SV40 promoter-enhancer-ori sequence are designed to enter the nucleus of human cells:
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@wmiddelkoop
We will have nothing and will be happy? With Argentina, Brazil and Ukraine's agricultural supplies disrupted we can expect more food inflation. Hybrid war with different narratives.
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@ichudov
Learning basic molecular biology helped me understand how cancer cells grow: glycolysis, fermentation. Eliminate glucose from the diet and use fatty acids instead (ketones), cancer cells can't survive. Not complicated.
The Glucose-driven glycolysis pathway fuels the fermentation engine of cancer cells!
)
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@Jikkyleaks
I try to focus on my business but every time I read one of your posts I go for a 2hrs of intense research on the internet. This is by far much more fascinating than anything else happening today.
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@blockchainchick
When the hash rate collapses because miners aren't able to pay the electricity bills and blocks take 20min to confirm it will affect your capacity to send Bitcoin.
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The simple reason why ag commodities cannot sustain a rally: demand
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@DoctoraPrego
Fragmentos de ADN detectados en vacunas monovalentes y bivalentes de Pfizer/BioNTech y Moderna modRNA COVID-19 de Ontario, Canadá: relación exploratoria de respuesta a la dosis 3 con eventos adversos graves.
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Yesterday we destroyed the last hopes of Argentina adding additional imports of Brazilian
#soybeans
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#RioGrandedoSul
Conab April soybean crop forecast: 21.88mln mt
At least 2 mln mt lost, 19.88 mln mt now
15% of the total crushing capacity of Brazil and some crushing plants are flooded.
More rains coming
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Talking to some Russian friends I understand better what happened today in Russia: Putin getting rid of Shoigu using his loyal dog Prigozhin. It was a show, entertainment.
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@Jikkyleaks
@carl_jurassic
@DrWoofAus
@WaterPusherr
@Kevin_McKernan
Problem, reaction, solution. This is why I'm learning biology, this is the new "learn to code". We will have to correct this massive mistake.
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The Argentine government is confiscating bonds in USD from pension funds forcing them to take bonds in Pesos. They are confiscating money from poor retired people to finance the government.
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@nntaleb
@OilSheppard
The currency in the countryside of Brazil and Argentina: soybeans. Farmers hold their savings in soybeans, trucks and land prices in soybean bags. Farmers don't trust government currencies and banks, this is why they got richer over the last 100 years.
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@pmcdunnough
Maybe the definition of what we considered bright people (with academic degrees) was wrong? Street peddlers in Mumbai or Rio de Janeiro are more aware about the dangers of experimental pharma products than most Western educated people (IYIs)
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Soybean meal futures in Chicago haven't been this inverted since 2013/2014 (first delivery minus second delivery month).
This is the exact opposite of "demand destruction" signaling lack of availability.
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47% of the soybean oil production in the US goes to biodiesel. WTI crude oil < $73.5
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Another argument to not be short ag commodities at these levels, have you checked Nasdaq-100 and Mag7 at 11.5 trillion USD market cap?
And the Fed hasn't even started cutting rates yet.
There could be a tsunami of spec money buying commodities again.
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Brazilian farmers only priced 30% of their 153M mt soybean crop. BRL weaker, Lula questioning the independence of the BCB. Inflation in Brazil lower but with significant weight of imported products and persistent global inflation
#soybeans
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@DoctoraPrego
Tomé ivermectina en el 2022, enseguida sentí el efecto luego de haber pasado meses con fatiga crónica e inflamación después de una segunda infección Covid. Ivermectina, suplementos (Arginina, NAC, Curcumina, Magnesio, Vitaminas B, C, D, Zinc), dieta cetogénica, ayuno intermitente
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USDA:
- 33M mt soybean crop and 40M mt corn crop in Argentina
Rosario Grain Exchange:
- Hold my beer:
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@ashwindeshmukh
Why aren't more US companies considering hiring remote talented workers living in Europe? In Spain for this price you can have a villa in front of the ocean with a swimming pool. Cheap and efficient health care and public transportation system.
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I'm still convinced that selling soybean meal and buying soybean oil is the trade.
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@_aussie17
Translated into other languages by 0 mainstream medias.
Speranza indagato per omicidio.
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@MacleodFinance
Can't wait to claim my gold in a Beijing/Moscow court! Such a reliable legal system!
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@YupYeahYah
@Jikkyleaks
@TDBSubstack
A mouse has defeated the soldiers working for the King of the United Kingdom and Commonwealth. What a humiliating defeat.
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Forget about a
#commodities
bull rally related to conflict in the Middle East, we are not in 1973 when real men and real women wanted to have sex together and have babies, we are in 2023, men have no testosterone, low sperm count and women like women. No hope for demand.
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@EthicalSkeptic
What happened with the usual trolls in the comments? The have vanished "suddenly"
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@nntaleb
It took me a while to understand what a brilliant academic intellectual fraud the Black-Scholes model is. I was so happy to apply this magic formula when I graduated that I didn't dare to question it. My advise : learn physics and mathematics before finance
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Demand horror:
Palm oil down, rapeseeds down,
#soymeal
prices down in China, Europe, Ukraine and Russia, Bzl soybeans under heavy selling pressure and all this with Argentina having sold almost nothing under the new soy dollar agreement😱
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@FinanceLancelot
Are you saying that the Sun and the electromagnetic shield of our planet can influence the earth's temperature? How dare you!
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Argentina will face not only a shortage of
#soybeans
for the crush industry but also quality issues:
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@DoctoraPrego
@drcole12
@P_McCulloughMD
@NataliaPrego
@MdicosporlaVer1
@medxverdperu
@mpvcovid19
@NassMeryl
Si existe expresión de la proteína Spike modificada de la vacuna en gente vacunada 6 meses después de la inyección es porque ya hay integración genética. Varios estudios lo confirman.
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@Abraham04030924
Fundamental: no comer nada de azúcar ni hidratos de carbono (pan, patatas, arroz, pastas) y no tomar zumos de frutas. No alimentar a las células cancerígenas con glucosa. No hay que moderar, hay que cortar, hacer ayunos intermitentes con proteinas, yogurt y grasa saturada.
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Cotton is a perfect example of why being right in trading doesn't translate into making money. I was right being bearish, but I would have sold futures before the rally when the increase in the
#cotton
area of Brazil was obvious. Money can squeeze you out of your short.
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@P_J_Buckhaults
This is for Follow The Science™ crowd in case they haven't noticed. Albert Einstein didn't follow Newtonian science, Niels Bohr didn't follow the Einstein's Science...
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@Kevin_McKernan
This is the best short explanation from your article for the FDA, EMA and fact checkers:
"10ng of host cell DNA is very different than 10ng of 7kb gene-therapy plasmids that contain mammalian origins of replication, promoters, enhancers and aminoglycoside resistance genes."
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Note: nobody in Argentina had access to this official exchange rate except a cast of privileged parasites.
The USD exchange rate for the average person in Argentina was above 1000 pesos before this announcement as a result of the reckless money printing of the Kirschner mafia.
*ARGENTINA DEVALUES OFFICIAL EXCHANGE RATE TO 800 PESOS/DOLLAR
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Now that the richest billionaires of planet earth had their fortunes artificially inflated to the highest levels in human history with reckless QE and lockdowns they can sell the top to retail investors and enjoy a 4.29% risk-free in US bonds for 30 years:
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If long range missiles are hitting Rostov from Ukraine this should be considered as a very concerning escalation of the conflict
#wheat
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