Critique of Anglo-American's decision to diversify into fertilizers

In this week's long-form, we welcome in market commentator and anonymous Twitter personality, Le Shrub. Its been more than a year since he's been on the MSD airwaves and there are a number of items to talk about in our discussion.

First, we talk about his meme titled "Tamagotchi Yellen" and why Treasury Dept. Secretary Janet Yellen should not be ignored with you supply of government debt she is loading into the market. In fact, Le Shrub believes her maneuvers are jointly in line with the Central Bank, and the market is yet to completely appreciate the strategy.

We spend a lot of time talking about China as well, is flailing economy and struggling capital markets. There are lines in the sand investors much watch. The commodities complex will feed directly into the market moves forthcoming from China.

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