BestWeatherinc.com (Global Commodity Coverage)

Jim Roemer: Meteorologist & Commodity Trader for 45 years; Download a free newsletter

[BestWeatherinc.com (Global Commodity Coverage) @ClimatePredict]

This video (https://t.co/M72ZOtX0qG by Jim Roemer (A.K.A. Dr. Weather) discusses why a warm October has pressured #natgas #naturalgas and the bullish and bearish factors.

One teleconnection #wxtwitter called a positive POL index will give clues for #WINTER . It's not just #ElNino folks #CommodityTrading

[Kamran @CitizenKamran]

Obama Said so much truth in 3 minutes that no western media was saying and no indian media ever said in its life.

This video may also be taken down by Elon Musk so watch and save

[BestWeatherinc.com (Global Commodity Coverage) @ClimatePredict]

All of this hype last summer about a poor U.S. #soybean crop, was just that--hype. Talk of a Super #ELNINO hurting South American #grains #agwx #agtwitter is NOT written in stone. This image shows more #FuturesTrading

[BestWeatherinc.com (Global Commodity Coverage) @ClimatePredict]

I would fire @NYGDaily @Giants the punter ASAP!! He can’t handle pressure and may cost you a playoff birth. Terrible

[Blue Georgia @BlueGeorgia]

Andy Beshear: I've got soybean farmers. 100% of them voted for Trump. They lost their first client in USAID. Linda McMahon canceled the farm-to-cafeteria program. Trump's tariff pushed China away. All of your farm machinery runs on diesel. And finally, a third of the world's fertilizer passes through the Strait of Hormuz. They are on the verge of declaring bankruptcy.

[🤍 @__Msmaryam]

Here is a video to help understand the Super El Niño better…

[BestWeatherinc.com (Global Commodity Coverage) @ClimatePredict]

I’m quoted in this article. It’s really sugar (bullish) and #natgas #NaturalGas (bearish), in which #Elnino is having the most impact

[Myra Saefong @MktwSaefong]

‘Super’ El Niño may soon make your coffee super expensive https://t.co/jXBdvQ5yLQ via @MarketWatch

[Shawn Harris for Congress @ShawnForGeorgia]

MTG out here saying the quiet part out loud...

I approve this message.

[BestWeatherinc.com (Global Commodity Coverage) @ClimatePredict]

Our bearish view in July #wheat from close to $8.20 several weeks ago have helped global wheat farmers take advantage of our advice #CommodityTrading . The reasons, 1) A larger @GrainProducers @waddiPark @AndrewTodd13 Australian wheat crop, 2) My prediction a month ago of drought easing rains in the U.S. Plains, 3) Larger supplies out of Europe and seasonal factors.

Find out more here https://t.co/X0wFu72caa

[MARMOT @Web3Marmot]

🚨 THE S&P 500 IS REPEATING 1989 SETUP

Everyone compares AI to the dot-com bubble.

But the real precedent is Japan in 1989.

Back then, Japan controlled 80% of global memory chips.

The Nikkei was at all-time highs.

The technology was real.

The future looked unstoppable.

Then it broke.

It took 34 years for the Nikkei to recover.

Why am I bringing this up now?

Because the structure of today’s AI boom looks exactly like Japan’s system in the late 80s.

Back then, companies financed each other.

They kept the system alive through relationships, not cash flow.

Now look at Nvidia.

It sells the chips.
It invests in the buyers.
It backs their leases and power payments.

Nvidia is on both sides of the trade.

Just like Japan's keiretsu.

And the money isn't coming from profits.

AI debt issuance is approaching $570 billion this year.

SoftBank just raised $11 billion in high-yield bonds to fund OpenAI.

Big Tech is backing $300 billion in data-center debt.

This is a debt machine.

Meanwhile, the top 10 companies are nearly 40% of the S&P 500.

Goldman expects them to generate 68% of earnings growth.

The index is not a market anymore.
It is a bet on a handful of names.

In 1989, they said Japan's model was superior.

The technology was real. The companies were unbeatable.

Today, they say AI changes everything.

The technology is real. Nvidia is unbeatable.

Both statements are true.

And both are irrelevant to the stock price.

Technology can be real and still destroy capital.

Japan proved it.
The dot-com bubble proved it.

The financing underneath is starting to look like a closed loop.

When the loop breaks, the technology doesn't disappear.

The stock price does.

For the record, I've called every major turn for the last 10 years, including the exact BTC bottom at $16K and the current pump from $60K 10 days before it started.

Turn on notifications.

When this loop breaks and the real buying opportunity appears, I’ll call it here publicly.

[Backpirch Weather @BackpirchCrew]

This might be the pinnacle moment of the strongest El Niño in history.

Pacific Super Typhoon Champi is unbelievable by every metric. A buoy just measured a ~909 MBAR pressure at the edge of her 40+ mile-wide eye, which has now reached a blistering dryness of -10.94 C. Her eyewall is a 180+ MPH (290+ kph) buzzsaw of cyclonic violence, and her CDO is a perfect Saturnian ring of icy, -110 F (-80 C) convective thunderstorms.

And she is still. Getting. Stronger.

[BestWeatherinc.com (Global Commodity Coverage) @ClimatePredict]

Using teleconnections in September to predict more untimely rains for Brazil's sugarcane crop

@tx_marcelo #AgTwitter @SaoMartinhoRJ @udop_bioenergia

[BestWeatherinc.com (Global Commodity Coverage) @ClimatePredict]

How much higher will #coffee prices go? Why are there some signs of slightly weakening #ELNINO conditions for now? Have #naturalgas #natgas prices seen the highs? Much more about the Bestweather information and longer-term #commodity views here
(https://t.co/Nex879Q25E)

[CALL TO ACTIVISM @CalltoActivism]

🚨BOMBSHELL: Jon Ossoff says Trump’s son-in-law is negotiating with PUTIN to sell Russian oil assets to Trump family allies, and they’ve already “poured hundreds of millions of dollars into Trump family businesses.”

The entire Trump family belongs in PRISON! Where is the media??

[BestWeatherinc.com (Global Commodity Coverage) @ClimatePredict]

https://t.co/7PfneWMkCi (FREE REPORTS)

Find out more about our #WINTER forecast for #naturalgas #natgas and how different teleconnections #wxtwitter will play a role, not just #elnino.

[Love Music @khnh80044]

Paul McCartney teaching “Let It Be” to John, George, and Ringo for the very first time. ❤️🎶
What a priceless behind-the-scenes glimpse of music history! ✨🎸

[BestWeatherinc.com (Global Commodity Coverage) @ClimatePredict]

While European #corn futures have soared on one of the worst droughts in decades in France and Western Europe, what next for U.S. corn and #soybean prices? What about Brazil and Argentina #grain #agwx the next few months? Find some clues here https://t.co/AvafTflfKt

[BestWeatherinc.com (Global Commodity Coverage) @ClimatePredict]

Heavy rains for S. Brazil #coffee areas continue to pose some risk to crops #Commodities , as well as dryness in Colombia. @cooxupe @SAFRASCafe @mike_castle2 @SafrasLatam . Find out our longer term view from grains to many other markets with FREE UPDATES here https://t.co/WvaaJRogTs

[BestWeatherinc.com (Global Commodity Coverage) @ClimatePredict]

How much higher can #SUGAR PRICES GO? @Czarnikow It is all weather from too wet in Brazil, too dry in Europe and India and too wet in Thailand. Almost every major @sugaronline @ReutersCommods sugar producing country has some problems with their crop.

Sign up for FREE #commodity updates at https://t.co/WvaaJRoOJ0

@COFCOINTL