April 01, 2025
Keep Your Eye on the Prize
"The year has kicked off with volatility as headlines drive rapid market shifts on an almost daily basis. In this column, I have traditionally focused on providing context around supply and demand fundamentals—how they interact to determine equilibrium prices and, in turn, profit margins for pig farmers...."
Read MoreFind out about factors affecting margins and strategies you can use to take advantage of current opportunities in the market.
Older Newsletters
June 01, 2023
Weathering the Storm:
"Much has been written about the negative outlook for the swine industry and ...
"Much has been written about the negative outlook for the swine industry and the extremely depressed returns producers are currently experiencing."
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February 02, 2023
Forward Margin Opportunities
“As we begin the new year, a lot of uncertainty remains following a tumultuous ...
“As we begin the new year, a lot of uncertainty remains following a tumultuous 2022, but there are reasons to be hopeful and optimistic.”…
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November 01, 2022
Spooky Markets and Volatile Margins
“While overall the fundamental backdrop of the hog market is supportive as ...
“While overall the fundamental backdrop of the hog market is supportive as we move through Q4, one should not lose sight of the risks...”…
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