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Pod: Malthusian Revenge
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Pod: Malthusian Revenge

Blind Squirrel Macro: The Pod. s2026; Episode 123.

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The Weekend Note:

Revenge of the Malthusians

Revenge of the Malthusians

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The ‘Start the Week’ note.

The Visuals and Links:

Weekly chart of the continuous contracts of Chicago wheat (green), corn (yellow) and soybeans (turquoise).
It’s not just the urea stuck in the Gulf - gas supplies impact urea production all over the world.
Nico’s Pre-game summary was pretty much spot on!

Cue his post-match report:

Chicago Wheat - monthly chart since the days of the Great Grain Robbery.
Nico AiQ
Schrodinger's Corn Vol
Schrodinger’s Corn Vol = Sep impvol is both expensive (daily moves are <20%) and ridicuously cheap (U/Z -12 & planting/weather risk…
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Music from Max Slorach. Find him at:
email: maxonsaxentertainment@gmail.com / web: maxonsax.com.au

Thanks for listening!

Squirrel Out!

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