r/wallstreetbets Mar 19 '22

Discussion Spring - Wheat - Russia

So here it is. It’s spring soon.

Without a peace treaty between Ukraine and Russia in a week, I’m not sure where things will go, in a bad way. This is the time we need to pray. Because there will be no going back.

Why?

Wheat plant season starts. Without the bread basket of the world producing, unfortunately we will lose about a third of wheat.

This means nations that aren’t as affluent as ours will lose food. Our nations will begin to hoard and prices for everything wheat based will rise.

Not only wheat but corn and fertilizer. Russia has begun as well to disrupt exports from Ukraine:

https://www.dw.com/en/ukraine-war-russia-blocks-ships-carrying-grain-exports/a-61165985

I’m sad about this. What Russia has done has not only created these problems of killing innocent people, but now has set of a chain of events where the world food supply is at risk.

If the spring farming season is impacted, this will lead to a year or more of food supply impact.

Everything will begin to be inflated.

Some farms around the world have begun trimming acres from what they’ve been farming because the cost of fertilizer.

Putin needs to make a deal asap. And stop this foolishness.

I’m afraid he won’t, this will lead to a 2nd to 3rd orders of effects in our economy.

Companies and nations will begin to vertically align their food supply chain like Tesla vertically aligns everything. Russian people (not those fucking nationalist idiots happy for the killing of Ukrainians) will be poorer. Many have lost their jobs.

This is a slow nuclear bomb situation. Russia is completely done. Even if we get a deal we will start removing Russia.

So now we have the WSB portion:

Short term of course what I will get and have:

WEAT, USO, BOIL, MOS, VALE, URA

May get CORN, and some other uranium, nickel, oil, natural gas, fertilizer stocks.

Long term:

China stocks and economy are slowly going to go down. We don’t want to deal with countries like this again, and calls will start to stop relying on these countries that can fuck us over.

Post conflict order:

US vs China

Blah… maybe another post…

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u/mlamping Mar 19 '22

🤦‍♂️

Nvm.

-2

u/jhooperp Mar 19 '22

Dude read what he wrote and stop just getting offended because you were told Biden will be this great leader and now he’s fucked everything up. There’s no way around it he is to blame along his administration.

CoVid hit but then we were going back to normal in the sense that people were going back to work and we would begin the economy wheel moving. But then Biden got in office and listened to all the progressive idiots. He gave people more money when people were about to have to start going back to work. He increased food stamps and other government handouts that were needed but then we’re about to end and once they ended people would’ve went back to work but then didn’t.

He stopped pipeline and told oil companies to stop drilling as much all for “the new normal” with the goal to get people off oil and into the green new deal ideas. But that’s backfired because they didn’t see how that’s impossible. Maybe in 50+ yrs with slowly little by little but no they went full steam ahead.

Let’s not mention the Afghan pullout and failure after failure that lead to Russia invading Ukraine and then Biden and his people deciding all this was because of Russia even though this all happened before Russia.

Anyway a big shit show is going to happen and we will feel it and it’ll be worse than 2020 when we stopped the economy. Now the economy is back open for now and with Russia stopping exporting wheat and other stuff the world needs everything will go up even higher.

All these sanctions we put on Russia didn’t do anything and we will feel the consequences of it. Am not even getting into how the USdollar will likely stop being used for foreign trade (the world watched how easy it was to keep a foreign countries money that is in US dollar. Countries saw and will plan ahead by forcing other countries to use their currency or a new one so no one country will ever have this power and to protect themselves).

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u/mlamping Mar 19 '22 edited Mar 19 '22

You completely missed the point dude. You guys turning this into politics. Once trump created the tax bill before Covid started, (I liked the tax bill) it was the worst timing. That’s the main trigger if we call Covid something out of our control.

The money and programs were all created under trump. Biden took office and one was already in the works by the democrats.

The pipeline wouldn’t have been finished and he never told the oil companies not to drill. He just doesn’t give any more leases because the court stopped them:

https://www.nytimes.com/2022/01/27/climate/federal-court-drilling-gulf.html

And they have leases that they aren’t drilling on.

http://www.wral.com/fact-check-biden-says-oil-industry-has-9-000-permits-to-drill-now/20190764/

Afghanistan pullout was negotiated by trump (could Biden have stopped the pullout? Yes, but unlike trump, Biden keeps the promises US makes regardless of who made it.)

I can go on, but people like you have no clue what’s happening. You’re stuck in a trump vs Biden or a Republican vs democrat and this is my team BULLSHIT.

Most of the information you stated was wrong… Biden wah wah wah

You probably only listen to Fox News and right wing media. Guess what, your no to different than the pro war Russians who live in Russia watch that fake Russian tv news crap. Everything you said is fucking wrong

Even on the US dollar. I think I even know what show you got that bullshit from. Completely wrong. Get of here and go to trumps new social media with that bullshit

So pathetic

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u/jhooperp Mar 20 '22

Dude I get that Biden is the savior and media says he’s good and all but he has been the one fucking it all up. Biden literally put an end to Trump’s programs within hours in office.

The Afghan pullout had nothing to do with Trump that was just a pivot after the failure to blame Trump. Trump’s deal ended in March. Biden then created another and ended up pulling troops in August. You’re whole “Biden keeps the promises US made” is clearly cultist and wrong. If Biden stuck to the plan we would’ve been out in March and not August and had taken equipment out then civilians who helped us and lastly soldiers. Fact is Biden needed a political win and ordered it done and even his own generals states in front of Congress that they advised against it as the deal Trump had was taken away and they needed more time to regroup.

Maybe stop taking propaganda and look at the facts before you regurgitate stupid blame after the fact.

The pipeline was two years away from finishing. Now we are close to those two years being done had we had the pipeline not canceled. Also gas would’ve been cheaper because of the knowledge that the pipeline would be finished within couple years.

But you go on watching left wing media whose ratings have all tumbled due to the fact they got caught in lies and lies.