public FoodForThought • 13 min read Food for Thought #14 Hi. This month, China has been adopting new policies that we believe will materially affect the landscape in the 2H22,…
public FoodForThought • 7 min read Food for Thought #12 Today’s outline * Tale of Two Realities * Lost Decade * Secret Sauce Recipe * Reality Check * In case you missed it (Pix,…
FoodForThought • 8 min read Food for Thought #10 Hi. Folks, I couldn’t thank you enough for subscribing to my Substack. When I was planning the content, many…
FoodForThought • 10 min read Food for Thought #9 Today’s outline * Latest Posts * Don’t hesitate * Pill hard to swallow * Oil tumbles * What charts are telling us? * In…