Global Fertilizer Shortage Means Spring Planting Season Disaster In The Northern Hemisphere

Celsius, Monster Shares Slide As Costco Unveils 70-Cent Kirkland Energy Drink The supplement industry news website Stack3d reports that Costco has expanded its Kirkland Signature brand into energy drinks, a move likely to catch the attention of anyone who consumes these amped-up drinks throughout the day, given the sub-$1-per-can price point. Energy drink stocks are trading lower mid-session on Tuesday, though it is unclear whether this is due to Kirkland's entry into the space. "Kirkland Signature Sparkling Energy Drink is now showing up in Costco warehouses in a variety pack...

US Core Durable Goods Orders Surge For 11th Straight Month After recent string 'soft' survey data, this morning we get some 'hard' data and it's mixed...ish... Preliminary headline durable goods orders for February fell 1.4% MoM (worse than the -1.2% MoM exp). That is the third monthly decline in a row (the first 3-month decline since Nov 2019) Source: Bloomberg The monthly decline of the headline print largely reflected a decline in orders for aircraft. Boeing said it received fewer orders for its planes in February than a month earlier. On the other hand, core durable...

BWXT Holds A Realistic Path To Expanding Nuclear Capacity Ananym Capital is urging BWXT to commercialize its reactor production capabilities. The investor is looking for BWXT to bring back one of their old small modular reactor (SMR) design, mPower, that was abandoned in 2017.  BWXT already produces one to three reactors each year for U.S. aircraft carriers and submarines. That steady cadence gives it unmatched experience turning complex nuclear hardware into delivered hardware on a predictable basis.  With only a handful of AP1000 units built worldwide, no other American players can claim...