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Feb 13
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LONG
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Laura Davison
Washington Bureau Chief
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The deal includes "commitments from Taiwan to purchase... agricultural products," specifically allowing US meat to enter the market despite opposition from Taiwanese domestic parties. The removal of trade barriers for US meat and explicit purchase commitments expands the total addressable market for US agricultural firms. LONG US Agriculture sector. Domestic political pushback in Taiwan (opposition party concerns) could delay implementation or limit volume. |
Bloomberg Markets
Taiwan, US Sign Trade Pact
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Feb 12
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LONG
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Peter Navarro
Senior Counsel on Trade and Manufacturing (Trump Adviser)
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Navarro acknowledges retaliatory tariffs hurt farmers but states, "We make sure that farmers are made whole... I personally been involved... in making sure that farmers... can't be used as bargaining chips." The administration is committed to subsidizing the agricultural sector to offset trade war losses. "Made whole" implies direct cash injections, which supports farm income and equipment purchasing (Deere). LONG US Agriculture equipment and inputs on the back of guaranteed government support. Subsidies may lag behind the economic damage caused by lost export markets (China). |
Bloomberg Markets
Trump Adviser Navarro on the Attack Against D...
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Feb 12
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LONG
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Robert Frank
Wealth Editor, CNBC
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Lucas Walton (Walmart heir) made the list with his "Builders Vision" family office, which is explicitly investing in "sustainable agriculture and green energy." Multi-generational wealth is hedging against resource scarcity and climate transition. When the heirs to the world's largest retailer allocate to food and energy sustainability, it signals a conviction in the long-term value of essential resources and clean infrastructure. Long US Agriculture and Clean Energy sectors. Regulatory headwinds; capital-intensive nature of agriculture and energy projects. |
CNBC
Inside the Family Office 15 List: Here's what...
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Feb 12
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LONG
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K. Balasubramanian
Managing Director
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The new US-India trade deal involves a commitment/intent for India to purchase $500B worth of US goods, specifically mentioning energy and agriculture. This is a direct government-mandated demand shock for US exporters in these sectors. LONG. The deal is "intent" based and lacks binding enforcement; Indian farmers protesting could dilute the agricultural concessions. |
Bloomberg Markets
Citi Eyes Big India Plans as US Banks Rush to...
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