Includes: BASF, Agro stocks, overconfidence, Russia/Ukraine,…
Swen Lorenz with an interview about opportunities around the Russian/Ukraine crisis. Incl. some thoughts on the government of Greece. And a great piece about Ukrainian Agro Companies owning chunks of farmland.
Howard Marks memo: The pendulum in international affairs. I always liked his penulum analogies.
For once a German piece about the many dependencies between (Russian) natural gas and various chemicals (I often read/link to doomberg/Irina Salv but they may appear ‘alternative’ because they do not align with ‘mainstream media’, or, they may just be early on critical developments): BASF in Ludwigshafen: Wie systemrelevant ist ein einziger Konzern. (So far I believe all the interdependencies are seriously underestimated! More and more less industrialized countries experience serious food price inflation and scarcity, already)
Best and happy investing, s4v
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