Always appreciate a sip of VOL before weekend !

Since we are living in an era where rational reasoning does not apply, I will not say the chances of the Strait of Hormuz being blocked are 0%. However I believe Kharg Island must be destroyed before the Strait of Hormuz can be blocked. If Iran disrupts shipping in the Strait of

À la base de la proposition de taxe portée par l'ange Gabriel, il y a un graphique. C'est le fondement de son raisonnement. Il est tiré d'un livre de Camille Landais, Thomas Piketty et Emmanuel Saez en 2011, intitulé "Pour une révolution fiscale" (Seuil). Ce graphique, le voici :

Polymarket Nears $200 Million Fundraising at Valuation Over $1 Billion

MATIF wheat in USD still at 230 usd ! Does not look that cheap for low milling wheat.

Polymarket is in a pickle right now. 20+ news outlets, including Polymarket themselves, have covered President Zelenskyy wearing a suit in June 2025, and yet the market remains unresolved. A market worth $14.8M USD may about to be rugged:

"EU has returned to pre-war trade agreement with Ukraine, with tariffs and quotas limiting agricultural trade" Who are you going to blame for low prices now?

MATIF wheat for LH sep ship stands at 245usd/t FOB for 76 specific wheight, 220 FN, 11% prot. Price is what you pay, value is what you get they say ! Looks like there is a mismatch here ..... (i'm talking relative value here)

#LaPallice

Quand un site parodique en vient à ne plus avoir besoin de parodier et n’a juste qu’à citer des propos, la satire n’en devient que plus drôle et cruelle…

Record high Food Price Index in July 2025 while ag commodities keep trading lower below the cost of production. Something is fundamentally broken in our food supply. Animal proteins are becoming unaffordable for the middle class living in big cities while farmers can't survive.

The way commercials are rolling/getting out of MATIF SEP25 is a gift for funds !!!

Your occasional reminder that his 25.1% may or may not have some meaning but it is, in no sense anyone else in finance ever used it, a “yield.”

CPT Rouen basis back around 0 €/t over SEP25. Thin volumes.

Some leveraged scam "bitcoin treasury company" are getting hit hard : Bitdeer at -55% in 5 days. Some big 4 crypto basis printing negative value vs. +20% 1 month ago. The pressure is real !

La semaine prochaine Apolline de Malherbe recevra Franck Ribéry pour évoquer le maintien de la France dans l'OTAN.

Why are stocks falling? Because if you take the numbers in this chart seriously, the hyperscalers will hold at least $2.5 trillion in AI assets by the end of this decade. Assuming a depreciation rate of 20%, that would generate $500 billion in annual depreciation expense. This is

We are cooked !!! instagram.com/reel/DRZ96ZmjS…