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Baroclinic Zone

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15 hours ago, WhitinsvilleWX said:

My uncle farms wheat and raises cattle in Texas west of Fort Worth. Wheat is about $7 a bushel. A bushel of wheat weighs 60 pounds. 60 pounds of wheat makes 42 pounds of flower. That’s about $45 worth of flour at Walmart. 
The cost of diesel to  run the tractor to sow the wheat, plow the ground to get it ready to sow, cost of fertilizer, paying to get it combined, grain storage fees, etc etc. is astronomical. His combine bill last year on 5000 acres was almost 30k. To put it in perspective, wheat was $5 a bushel....during the Nixon administration. Back in the 80’s it was $3. Small farmers can’t make it anymore.

About the same fraction the loggers get here.  However, Wally World is apparently charging more for flour there than Hannaford is here.  we get 5 lb King Arthur unbleached for about $4 and the bigger producers like Pillsbury and Gold Medal are likely 10-20% cheaper.  Of course, even at those retail prices your uncle would be getting less than 25% for his wheat.

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17 minutes ago, RUNNAWAYICEBERG said:

Thanks. I’ll check out Seeking Alpha. Yea, even weed stocks too. Policy changes are very slow so it was all speculation that a blue administration would magically turn the weed and green energy industries in cash machines. 

The miners in the green energy space seem a bit safer to me in the sense that those green metals will be in demand , so any Mining company that is  sort of coming out of developmental stage (where lots of funding concerns exist ) and is going into production and may have partnered with a “big boy” EV makers it seems they will have no problem selling those minerals and the demand is forecast to go up 5-10x for minerals like Lithium, Manganese, Nickel, Graphite (Battery grade) 

 

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14 hours ago, RUNNAWAYICEBERG said:

Correct. I’ve read the same. It’s getting tougher for each generation.

 

The income difference between the US 1% and the other 99% is obscene, and comparing it to the poorest half is even worse.  However, that last paragraph demonstrates "innumeracy"* - inept and/or deceptive use of numbers.  The poorest half represents 165 million Americans and perhaps 70 million (a guess) or so wage earners.  A Google search shows 614 US billionaires as of last October.  Those fat cats' income has gone up 9 times as fast as incomes for the lower 50% but "90% of the pie" is a ridiculous claim. 

* "Innumeracy" is the name of  book sent to me some years back by my son, who knows I like to fiddle with numbers and would understand how other such fiddlers misuse arithmetic.

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3 minutes ago, STILL N OF PIKE said:

The miners in the green energy space seem a bit safer to me in the sense that those green metals will be in demand , so any Mining company that is  sort of coming out of developmental stage (where lots of funding concerns exist ) and is going into production and may have partnered with a “big boy” EV makers it seems they will have no problem selling those minerals and the demand is forecast to go up 5-10x for minerals like Lithium, Manganese, Nickel, Graphite (Battery grade) 

Yea. It is a safer play then trying to predict which consumer goods stock will succeed. Have any green mining stocks in mind?

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1 hour ago, PhineasC said:

Politics is not a hot topic in NNH from what I have seen. Too distant from all the silliness in DC for them to really care. That's why I enjoy it so much. 

Give it two years and then for months leading up to the primary you won't be able to go out to dinner without meeting a presidential candidate.  I think you didn't buy until after the primary this last go around.  It gets crazy for a while.  A number of the candidates will even have offices in Berlin and Littleton is a frequent stopping off point too ,especially that diner on the main drag, Polly's Pancakes as well.

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13 minutes ago, RUNNAWAYICEBERG said:

Yea. It is a safer play then trying to predict which consumer goods stock will succeed. Have any green mining stocks in mind?

Given current stock prices for all miners I like a few

A speculative developmental lithium miner (Ticker BCLMF ) is siting on the biggest lithium deposit and partnered with a major corporation. This deposit is in Mexico and Covid has slowed down mining progress almost everywhere last year but that has big potential and a big partner to help with any funding issues that can cost many junior miners on their way to taking off .
 

also STLHF as a lithium play That is more “de-risked”

  The big news in that space is extraction techniques that can rapidly speed up lithium production and cause less waste in the environment . Selective Absorption .So much Money is being poured into this process now to be green and to expedite the extraction process . Some of the companies that are small and process  this tech could license it to major miners and also many major miners and EV makers are creating their own divisions to try and  create Selective absorption Methods of their own . RHHNF is a play on the selective absorption tech 

I like CNIKF for A nickel miner.
I like Talga and LGO  in the speciality graphene space and graphene/ vanadium space respectively 

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2 hours ago, PhineasC said:

Randolph has a pretty sizable population of "older ladies with long gray hair who wear sandals 24/7 and walk their huskies several times a day all year long no matter the weather."

NNE is chock full of 'em, I've noticed. Definitely not Trump's base...

Politics is not a hot topic in NNH from what I have seen. Too distant from all the silliness in DC for them to really care. That's why I enjoy it so much. 

Last time I looked, New England has exactly one Republican member of Congress and she's often called the most bipartisan member of the Senate.  However, Maine's highly rural 2nd district went for Trump last year (and 2016) while the state as a whole went the other way, and by a greater margin in 2020 than 4 years earlier.   It's a long way from 1936 when only Maine and Vermont voted for Alf Landon.

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4 minutes ago, tamarack said:

Last time I looked, New England has exactly one Republican member of Congress and she's often called the most bipartisan member of the Senate.  However, Maine's highly rural 2nd district went for Trump last year (and 2016) while the state as a whole went the other way, and by a greater margin in 2020 than 4 years earlier.   It's a long way from 1936 when only Maine and Vermont voted for Alf Landon.

Wasn't Jerry his running mate?

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4 minutes ago, weatherwiz said:

Just got my second shot!!!

Isn't it a bit early in the day to be drinking the hard stuff?

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They said to avoid caffeine and alcohol. I never finished my coffee this morning and the Bruins play tonight...I usually enjoy an IPA 

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12 minutes ago, weatherwiz said:

Just got my second shot!!!

mine is tonight

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3 minutes ago, TauntonBlizzard2013 said:

Second moderna on Thursday.... told my boss not to expect me Friday.

If you hydrate you should have no issues

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6 minutes ago, TauntonBlizzard2013 said:

Second moderna on Thursday.... told my boss not to expect me Friday.

But he will know where you are via gps so make sure you’re not teeing off but in bed instead.

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1 hour ago, weatherwiz said:

They said to avoid caffeine and alcohol. I never finished my coffee this morning and the Bruins play tonight...I usually enjoy an IPA 

A compromise would be to avoid caffeinated alcohol.

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8 minutes ago, Lava Rock said:

Isn't Biden supposed to have some presser today about masks?

yea, I think he'll say the same thing. But it looks like by august 1, all restrictions on business will be lifted. 

I figure indoor masks will be the last to go. Get people used to not wearing them outside first. No change on my end. I never wore it outside anyway.

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1 hour ago, Modfan2 said:

Hopefully you hydrated 

not really but will drink plenty of water through the day...hopefully I stick to that

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Just now, WhitinsvilleWX said:

yea, I think he'll say the same thing. But it loos like by august 1, all restrictions on business will be lifted. 

I figure indoor masks will be the last to go. Get people used to not wearing them outside first. No change on my end. I never wore it outside anyway.

Added a little clarification to one of the article quotes:

" Despite the impending updates, Dr. C. Michael Gibson, a professor at Harvard Medical School, urged people to continue to wear masks indoors. Vaccinated and non-vaccinated people are likely "very safe" to be outside without a mask, according to Gibson. "

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yea, I think he'll say the same thing. But it looks like by august 1, all restrictions on business will be lifted. 
I figure indoor masks will be the last to go. Get people used to not wearing them outside first. No change on my end. I never wore it outside anyway.

Yeah will be nice to be in Boston with no masks, that seem to be the last place I saw a majority wearing them.


.

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10 minutes ago, PhineasC said:

Outdoor masking was always stupid. It did help to identify those that should be avoided, however. When you saw people masked up and standing in their little six foot bubbles in an outdoor space you knew right away they were wackadoodles. 

was always funny to see a masked person walking down my suburban street with no other people in sight.....

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