Mārtiņš Krusts 🇱🇻🇺🇦🇮🇱

📌Regulation against finTech companies tend to be too harsh in Latvia. One of the reasons is that the current electoral system stifles courageous and capable personalities. Event: "Fintech Breakfast – Late edition", organized by Fintech Latvia (translated, see original language in comments) Also participated: Minister of Economy Viktors Valainis, MP, Former Minister of Finance Arvils Ašeradens, MP, Former Minister of Welfare Gatis Eglītis, MP Mārtiņš Mieriņš and lector Andris Ozols.

☕#Coffee bean price fall, but shelf price stuck! Arabica peaked in Nov '25 and was −19% by Sept. Futures hit a 6-week low this week. The shelf price? Only −5% from its April record. Up like a rocket, down like a feather! ☕

🇷🇺🌾Good morning from Baltics! Ukraine tonight bombarded Russian Baltic Sea port Ust-Luga one of the top oil and #wheat ports! Port in flames! Meantime 🇱🇹 Lithuania blocked Russian wheat transit, by making checks into eternity.

🌎Update on world map where I am being copied from. Zero ties to Russia. Not investment advice.

🇺🇸🌾There was a murder🗡️online against #wheat bulls. Like last year this time, USDA production forecasts surge! We are moving for second year of overproduction, despite Russia, despite everything.

🪨⛏️Call me crazy, but I will start my return on $VALE. Also, I have always disagreed on economical-math which sells iron and base metals on inflation. Not investment advice.

🇪🇺 Tusk weeks after coup atemt asked his ministers to review the gun regulations in Poland following mass shooting, accordign to Bloomberg $EPOL

🇺🇸🌾It now costs 8% annual yield to hold #wheat purchase, favoring bears! It didn't softened down, instead $WEAT contango got steeper. Roll cost of holding the fund: ~7.5%/yr on 5 Nov → ~8.5% on 9 Nov.

🇮🇱📈 @etoro earnings call in 2 minutes!

🇬🇭🍫Ghana expanded free fertilizer subsidies, pushing #cocoa opex down 300 USD/t (my calculations). Price of cocoa fall like a rock today, as Ghana farmers will swim in money and will be motivated to expand plantations. Ivory Coast farmers are selling crop for 2k, giving enormous profit for middlemen, as it is cheap to produce, but price is artificially manipulated by middlemen. Ghana and Ecuador farmers meantime can have jahts, coke and parties.

🇪🇺🔥 European natural gas #dutchTTF has lost 20% of its value since start of the month. The bulls have become very weak a few days before the election; I can’t quite explain it, as there aren’t really any other fundamental changes. Disclaimer: The author of this post holds future contracts betting AGAINST natural gas prices; the opening dates are indicated in the image (marked as "s=short").

🇺🇸🔌Everyone reads attack on data-centers as a backlash against AI. Check the power bill. It might be a power-bill vote, rather than a tech vote. US household electricity: 13.0c/kWh in 2019, 18.2c in 2026. +40%. If this is the case, US is positioned to expand energy production. #solar #uranium

🇱🇹🌾Latvia and Lithuania have secured a #wheat market share in 🇪🇬 Egypt worth 40 million euros, thanks to Russia grain being blocked and losing share. Other beneficiaries include Romania, Bulgaria, Canada.

🇵🇱 Polish Interior Minister apologizes for spreading misinformation, says making emotions was not his intention. 🎤⬇️

🇱🇻🚢 A comparison of russian 2026 earnings from the "Trump diesel deal" versus Russia #wheat transit trough Latvia. Russia has received 235.9 million EUR from transit via Latvia, plus another 39.3 million via Belarus—totaling 275 million, with the largest share occurring in October. From diesel, Russia has received 157 million so far—a figure that could reach 210 million, if confirmation regarding the vessel *Beast*. This is confirmed only.

🇵🇱🙏 Praying for fellow Pro Investor and the luck that he was away when shooting started.