In the aftermath of Donald Trump’s victory the whole cadre of Washington analysts, journalists and special interests are playing the speculation game. They would be wise to heed the words of Peter Thiel: take the President-elect seriously but not literally.
In the aftermath of Donald Trump’s election victory this week the whole cadre of Washington analysts, journalists and special interests are playing the speculation game over what will be its policy impacts. A major problem with most prognoses was summed up by fellow billionaire and Trump supporter Peter Thiel: take the President-elect seriously but not literally.Washington is filled with those seeking attention from their respective benefactors via headlines, policy papers...
Key Takeaways: Dry bulk markets remain mixed with Capesize vessels seeing continued pressure from weaker demand while fixtures and rate strength gradually increases towards the smaller vessel classes. Tanker markets are pulling back from their recent highs as tonnage moves out of the Mid...
The Trump import plan for 300,000 MT of beef supplies used for ground beef, i.e., lean trim, from September through November has, according to Secretary Brooke Rollins, brought some relief to beef prices. The Executive Order states that the Secretary of Agriculture will analyze and review the m...
Key Takeaways: Texas illustrates the assumptions underlying the 2025 FMMO reform; Idaho exposes their limitations. The Southwest order blend (roughly 27 percent Class I, 32 percent Class III and 31 percent Class IV) exposes Texas producers to every lever USDA adjusted, with a near-neutral proj...
