@tedfertik @petereharrell @adam_tooze I am still a bit confused about the actual deal structure. maybe Peter has sorted it out
Original source ↗  |  February 18, 2026 at 22:40 UTC  |  Twitter - @Brad_Setser

IDEA 1 TICKER: BAYN, MOS, NTR DIRECTION: long THESIS: A presidential order to ensure adequate supplies of elemental phosphorus and glyphosate-based herbicides suggests increased demand or strategic importance, potentially benefiting producers of these materials. SPEAKER: @zerohedge TIMEFRAME: medium-term

IDEA 2 TICKER: LYV DIRECTION: short THESIS: Live Nation facing an antitrust trial for alleged monopolization creates significant legal and reputational risk, which could negatively impact its stock price. SPEAKER: @business TIMEFRAME: medium-term

IDEA 3 TICKER: BAYN, MOS, NTR DIRECTION: long THESIS: A presidential order to protect domestic supplies of elemental phosphorus and glyphosate-