Kevin Fanning

Here’s a contrary opinion on AI ; assuming Chat GPT significantly improves user efficiency, how many less users does an enterprise need of the MSFT ecosystem? Does Chat GPT canabalize the growth benefit?

As we look back celebrating some of our best moments of 2023, we look forward to all to come in 2024. Let's do a giveaway. RT this for a chance for you and a guest to play the course that will host the 2024 U.S. Open, Pinehurst No. 2. We'll add a round on The Cradle, a night's…

Want your children to learn life skills that will make them confident, resilient adults? You can teach them about business early. Here are four ways: raymondjamesconnect.com/tEp_Dk

Places on Earth that don't look real - thread 🧵 1. Namibia, where the desert meets the ocean

Many of us remember the moment when we saw or heard the news. We remember the grief and fear that transpired in the days following. But most of all, we remember those who lost their lives.

Great webinar outlining the economy and markets.

As we break into 2023, it's a great time to hit the "reset" button and get organized for the new year. Here are some key market dates and timely reminders for the season: raymondjamesconnect.com/tKQoLs

2) Net exports have only exacerbated North American needs. We are undersupplied in North America. That is only small example of the global short fall. This is a S/D period the globe has never experienced. Brace your self, this will get ugly.

Lot of talk on the Russian #fertilizer duty. If Russian exports continue, the global S&D remains unchanged so the price should remain unchanged. In that scenario, the Russian fertilizer producer pays the duty. If the duty causes exports to drop, different story...

1)Assuming Russian supplies remain constant, have to remain concerned with NA supply demand. We have become a net exporter, when in fact we don’t even produce adequate supplies to meet our own regional needs.

Input from Navy Seals on energy, stamina and stress.

Fertilizer stocks look (checks numbers, repeatedly rubs eyes, checks again) rather cheap. Current multiples assume earning fall by 50% over next 3 quarters. If they don't, then they are much cheaper than cheap.

The 70% of European ammonia production which has been shut down on the back of high natural gas costs is unlikely to return, an analyst at Boston Consulting Group (BCG) said. bit.ly/3yeGDdy #ICIS #fertilizer #ammonia #europe #naturalgas #energycrisis #energy #EPCA56 #BCG

As students head back to school, Raymond James CIO Larry Adam lays out what markets learned this summer.

I used this new slide in a speech I gave Thurs in Chicago. The collapse of Europe's fertilizer sector will reverberate around the world for many months to come. Also note I just talked to John Harpole about fertilizer on Power Hungry Podcast. Listen: youtube.com/watch?v=R84QrE…

What will the FOMC minutes reveal about the path of interest rate increases? Read more insights from Mike Gibbs, director of Equity Portfolio & Technical Strategy. raymondjamesconnect.com/tEzNF5

Stock market disruptions are an unnerving and inevitable fact of life for investors. Here are some important #BearMarket lessons to keep in mind: raymondjamesconnect.com/tFyYuY

#European #fertilizer and #petrochemicals consumers are under mounting pressure to reduce gas demand as the EU takes measures to save the fuel. Record prices have already forced some plants to shut down. icis.com/explore/resour…

The Journey - narrated by @JordanSpieth #Rolex #TheJourney

Crain's 2022 Notable Leaders in Sustainability | Crain's Chicago Business So proud of my daughter Keara for following her passion! chicagobusiness.com/awards/crains-…