Weekend Digest #271: Spirits, LNG Terminals Ban, ADM & Ag Stocks
Spirits stocks rally on bad news while ADM plunges; also, examining the LNG export market.
Summary
Spirits stocks are now rallying on bad news -- it appears sentiment has finally bottomed out on the staples.
U.S. to pause new LNG export terminals. Counterintuitively, this is quite good for us, particularly as it pertains to Mexican manufacturing.
ADM plunges on apparent accounting fraud. I'm still not interested in the stock, even with the 25% d…
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