Comments by "Art Stone" (@ArtStoneUS) on "Ruble under 60 to USD. Milley calls Gerasimov. Blame it on "cosmic cretinism." $18 Beer. Update 2" video.

  1. The USDA has reduced its expectations of crop yield for this season, probably because farmers can't afford the fertilizer and diesel fuel
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  2. Just wait until 40 million starving sub-Saharan Africans arrive on the Northern shores of the Mediterranean looking for food
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  3. What is the over / under for the date when Kamala Harris becomes president?
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  4. Normally, when your currency gets stronger, that can damage your economy because people will just buy imports, or go spend money on lavish vacations. In this case, the sanctions prevent that from being much of a problem, with the exception of the imports from China
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  5. Grain is not going to get from Ukraine to Western Europe by rail without going through a "break of gauge" between Russian broad gauge and European standard gauge. That means having to transload the grain between rail cars, but there probably are almost no rail cars of either gauge for shipping grain. Shipping by rail was not price competitive compared with shipping by sea. Military planners and politicians often have huge blind spots in their understanding of how the real world works. Loading and unloading large quantities cars of grain requires specialized equipment, you don't just dump it on the ground and scoop it up with bucket loaders. You need a place to store the grain located right next to the tracks
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