Not Marketing Advice

These thoughts are my own. #NotTradingAdvice

[Not Marketing Advice @CripeCropCheck]

I do genuinely get these problems and acknowledge that marketing is very hard when uncertainty is what dictates price action..... but this is conveniently angled for a bull. It's not manipulation when speculative traders drive the prices higher than it should be based on supply/demand. (supply also hadn't changed during the 75¢ rally) But is in manipulation when it reverts back to its mean?

[Clay scott @scottwestacre]

This is why the ag producers are challenged. Prices skyrocketing during demand season 10-20-50-++ % based on war tariffs or bad tweets only to see prices return to previous levels with no new supply. It’s manipulation and not supply and demand

[Not Marketing Advice @CripeCropCheck]

Incredible

[Nico @NicoAIQ]

@cullenroche There's something special about how deep in the sand one has to bury his own head to ignore the obvious connotation.

[Not Marketing Advice @CripeCropCheck]

Lmao our political leader operates like a rich teenage girl.

[unusual_whales @unusual_whales]

BREAKING: Trump has said he has postponed a planned US military strike on Iran

[Not Marketing Advice @CripeCropCheck]

Even the way these things are phrased. “Inflation is lower than under Biden”

The RATE of inflation is lower, don’t let that fool you, goods are inflating but they care about the rate at which it does so.

I’m not an economist but shouldn’t there be cycles to this where there are healthy booms and busts? We don’t see busts and that’s why assets go up. It’s artificial, there’s more money but it’s less valuable, forever. Making 5% on your money is fine when your spending power is only decreasing 1%.

[Fox News @FoxNews]

BREAKING: "As soon as this war is over, which will not be long, you're going to see oil prices drop and you're going to see a stock market which is already at the highest point in history, go through the roof.

"With all of this, inflation is much lower than it was under Biden. Biden had the highest inflation in the history of our country... Our inflation is just short term." - President Trump

[Ron Filipkowski @RonFilipkowski]

Trump one month before the 2024 election: “Think of it - within one year you’re gonna have electric bills and energy bills and gasoline for your cars is going to be 50% cheaper than it is right now. That’s a big thing.”

[Not Marketing Advice @CripeCropCheck]

lol

[Not Marketing Advice @CripeCropCheck]

They'll "commit" to whatever so I'm not even sure how I would want to vote on this, but I would vote <25 MMT of actual Chinese imports of U.S. beans for 26/27 marketing year.

[SoybeanTrader88 @SoybeanTrader88]

#soybeans #oatt Out of the summit the Chinese commitment will be:

[Not Marketing Advice @CripeCropCheck]

I really wish more of the population had the time to follow these stories, but instead they have to work 50 hours a week to give 60% of their money to fund this bullshit.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Saudi Arabia and Kuwait have reversed their decision to restrict the US military's use of their bases and airspace for "Project Freedom," per WSJ.

Details include:

1. Earlier this week, Saudi Arabia and Kuwait reportedly blocked the US from using their bases and airspace for military operations to reopen the Strait of Hormuz

2. Now that the decision has been reversed, President Trump is looking to "restart" Project Freedom

3. The US operation relies on a large fleet of aircraft to protect commercial ships, making Saudi and Kuwaiti bases and airspace critical to its execution

US oil prices are surging on the news.

[Not Marketing Advice @CripeCropCheck]

Oh, are they doing that again this week. Good deal.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US Department of Justice is investigating a series of "suspiciously timed" oil trades ahead of major announcements by President Trump and a top Iranian official about the Iran War.

The DOJ and CFTC are probing at least 4 of these trades where traders made a total of more than $2.6 billion.

[Not Marketing Advice @CripeCropCheck]

@GoddessofGrain said it best, we aren't mad enough.

None of this changes without a real revolution. What if the overthrow of the regime occurs in the REAL most corrupt government in the world, the U.S.?
(I'm speaking for myself, not Angie with the last statement.)

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 FBI charges 30 people in global insider trading scheme that made tens of millions in illegal profits.

[SoybeanTrader88 @SoybeanTrader88]

We are now condensing the manipulation into a tighter window. These are all you need to read from the past 6 hours. Call it what you want...poop and scoop, or rope a dope. In chronological order (except first one from last night which started everything). #rigged #manipulation #crude #oott #oatt @CFTC

https://t.co/LkMhIzQHn2

https://t.co/OAmc6KM9w4

https://t.co/0ipel8cIGh

https://t.co/6iqMHkmlah

[Not Marketing Advice @CripeCropCheck]

Let’s get this cooking

[Amelia @amelia_tweetz]

Can we just start a class action lawsuit against the US government? US Citizens v United States. Gross negligence in handling taxpayer funds would be a good start. Who’s in?

[Not Marketing Advice @CripeCropCheck]

Again, government isn’t even spitting on it before putting it in the American citizen.

[Tim @trouble_man90]

So businesses raised their prices to offset the tariffs, we the consumers paid those higher prices, and now those same businesses can get reimbursed from the government for tariffs we already covered for them by paying higher prices?? And *they* get a refund and we don’t??

[Not Marketing Advice @CripeCropCheck]

They need more exit liquidity

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 SEC officially approves ending Pattern Day Trader rule, eliminating the $25,000 minimum for day trading.

[Not Marketing Advice @CripeCropCheck]

Until Iran waives fees from neighboring countries to export in alternative assets (or cheaper fees at least). And places large export fees for product shipped to the U.S. out of the strait. The U.S can’t risk giving up power in the region by simply allowing Iran to monopolize it.

[Harmless @HarmlessHQ]

Trump is playing a 6-D chess with Iran.

The US has enough oil and with Venezuela's oil, they now have enough to sell.

The Strait of Hormuz is the only route where potential US buyers get oil.

And Trump already advised countries to buy oil from the US if they can't open the Strait themselves.

Now, Iran is thinking that closing the Strait of Hormuz is a big win over the US.

Meanwhile, a closed Strait of Hormuz means extra oil buyers for the US.

No matter how you spin it, Trump still has all the cards in his back pocket.

[Dispropaganda @Dispropoganda]

"He sacrificed his wealth"

[Not Marketing Advice @CripeCropCheck]

Imagine we didn’t dump 40 billion tax dollars into a war that likely is the reason Americans will spend an extra $2,000 a year on fuel. Instead utilized it to expand these options in the states. Probably wouldn’t have needed roughly 62 billion tax dollars more to be paid to farmers either.

2 birds, 1 stone.

Our government doesn’t care about the people that fund it.

[Reuters Ag News @ReutersAg]

Brazil weighs fast-tracking biodiesel tests as diesel prices spike - https://t.co/DsuOXm9bL8

[HFI Research @HFI_Research]

Obviously, it’s still early, but so far, it appears like the “peace deal” was just to get Trump out of the ultimatum.

[Not Marketing Advice @CripeCropCheck]

Look at that, US.

[Gaurav kochar @gaurav_kochar]

🚨🇮🇳 Oil shock incoming? India may already have a backup plan.

As tensions in West Asia threaten global crude supply, India isn’t waiting for the crisis to hit — it’s building a fuel shield.

And it’s not oil reserves.

It’s ethanol.

🇮🇳 India is rapidly scaling its ethanol blending program — targeting 20% blending (E20), reducing dependence on imported crude.

Why this matters:

• Less exposure to oil price spikes
• Lower import bill pressure
• Stronger energy security
• Boost to farmers via sugarcane & grain demand

In a world where oil supply shocks can trigger inflation overnight…

India is quietly shifting part of its fuel future from barrels to crops.

If crude spikes, ethanol could soften the blow.

The real question:
Can ethanol scale fast enough before the next oil shock hits?