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You're going to be poisoned by Executive Order... Mannarino

Source: Gregory Mannarino | Date: February 20, 2026

Investment Research Summary

Investment Thesis

President Trump has invoked the Defense Production Act to boost production of phosphorus and glyphosate (Roundup herbicide), framing it as essential for defense and food security—a move that signals potential health risks and government prioritization of agricultural production over consumer safety concerns.

Sentiment

BEARISH (on public health/consumer safety; BULLISH on agricultural chemical producers)

Time Horizon

MEDIUM-TERM

Key Takeaways

  • Executive order mandates increased production of glyphosate (Roundup), a controversial herbicide linked to health concerns
  • Government is prioritizing agricultural output and "food security" over potential health risks
  • Defense Production Act invocation suggests urgency and potential supply chain concerns in agricultural inputs
  • Policy shift may increase exposure to chemicals in food supply regardless of consumer preferences

Market Views

  • Government intervention signals potential shortages or strategic concerns around phosphorus and agricultural chemicals
  • Food security being framed as "defense" issue suggests broader geopolitical or supply chain tensions
  • Regulatory environment appears to be shifting toward production maximization over health/environmental concerns

Assets Discussed

  • Agricultural chemical producers (e.g., Bayer/Monsanto, fertilizer companies) - BULLISH: mandatory production increases likely boost revenues
  • Phosphorus/fertilizer companies (e.g., Mosaic MOS, Nutrien NTR) - BULLISH: DPA invocation suggests increased demand/strategic importance
  • Organic food sector - BULLISH: consumer backlash may drive demand for non-glyphosate alternatives

Risk Factors

  • Public health backlash and litigation against glyphosate producers could offset production gains
  • International trade partners may restrict imports of US agricultural products treated with increased chemical applications
  • Long-term soil/environmental degradation could undermine agricultural productivity

Notable Quotes

  • "You're going to be poisoned."

Auto-generated summary.