My Investing Muse

The Panama Canal is a 77.1 km (48 mi) man-made waterway in Panama that connects the Atlantic Ocean with the Pacific Ocean. The canal cuts across the Isthmus of Panama and is a popular route for maritime shipping. The Panama Canal is important for a number of reasons. First, it allows ships to avoid sailing around the Cape Horn, which is a much longer and more dangerous route. Second, the canal shortens the distance between many ports around the world, which can save time and money for shipping companies. Third, the canal provides jobs and revenue for Panama, and it is a major contributor to the country's economy. The Panama Canal is also important for global trade. It is one of the busiest shipping canals in the world, and it handles a large volume of cargo each year. The canal is essential for the transportation of goods such as oil, grain, and manufactured goods. The Panama Canal is a vital part of the global transportation system. It allows ships to travel between the Atlantic ...

Food Shortage Warning For Preppers - Harvest Data Indicates Trouble Ahead by youtube channel "ClearValue Tax" (The text below is mostly transcriptions taken from the YouTube video) In September of 2021 the price of fertilizer for corn was averaging 175 dollars per acre in September of 2022 it increased to 247 dollars per acre which is a 41% increase. for soybeans, it went from 85 an acre to 110. that's a 25 increase or up 29% Oil price  Despite the recent drop, retail diesel price has still increased by 43% from a year ago On top of increasing input costs this year's growing season, it's been plagued by bad weather here and internationally from America to France to China. The consequences are showing up in the Harvest data and shrinking inventories. Corn inventory (the world's corn stocks) they're down to 12-year lows and it's expected to get worse by the end of the 2022-2023 crop year.  Corn inventories will be down to 80 days' worth of consumpti...

I am sharing my inputs as a supply chain professional.  Please do not constitute this as financial advice without doing our own due diligence. when Covid hit, the world entered a lockdown.  Many countries closed down their factories, keeping only the essential services at work. people started to work from home.  With the restriction of movement & travel, people started to invest in a home office, virtual office software like  $Zoom(ZM)$ , home entertainment like $Netflix(NFLX)$ .  What was previously budgeted for travel and services, people started to turn to online shopping.  The USA stimulus package simply powered on this consumption - some for basic essentials, some for home office, some for retail therapy.  Essentially, the inventory within the USA was depleting.  This led to replenishment orders being placed.  Factories around the world resumed production and this started the ramp-up of the supply chain activities. 1.  Congestio...