Food for thought
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The DecisionNext Finished Goods Index Report | May 2026
Protein Inflation Is Diverging Ahead of Summer As summer grilling season approaches, the DecisionNext Finished Goods Index is showing a growing divide across the protein …
Read ArticleWill Amazon Enter the Meat Industry? Spoiler Alert: They Already Have.
If Amazon’s approach to other sectors is indicative of the approach they will take to grocery, they will force competing retailers to ask much more of their suppliers. We …
Read ArticlePeople Need the Bacon: 4 Questions to Consider in Market Uncertainty.
For companies whose profit margins are impacted in some way by the pork belly market (processors, further processors, retailers, distributors, foodservice) that 80% price …
Read ArticleWhether You Call It Trading or Not, Your Company is Taking Market Positions
Introduction: Market Risk at Commodities-Driven Companies When an investor buys a stock, she is taking a position, placing a bet on the stock’s value going up so that she …
Read ArticleMillennial Meat Preferences: What am I Supposed to do with a Chuck Roast?
Something is causing an unprecedented number of millennials to eat out more than past generations, negatively affecting retail meat sales. Morgan Stanley found that 53% …
Read ArticleHumans or Machines: Which makes better decisions?
Experts agree the amount of damage done was relatively minor, but the episodes reopened the issue of whether we have grown too dependent on technology, specifically, …
Read ArticleWhat happens next for mining equities - recovery or dead cat bounce?
Figure 1. Performance of Mining Equities vs General Equity Markets The Euromoney Mining Index covers 152 mining stocks across 24 markets and is a good proxy for mining …
Read ArticleShould you care about dividends – mining and progressive dividends?
This generous dividend policy had been backed by extremely strong commitments from management. Andrew Mackenzie, CEO of BHP Billiton, said in August last year “You …
Read ArticleHow to make good returns by investing in mining stocks – a disciplined approach
It should be simple enough to make money from commodities: they are cyclical, the peaks and troughs are mostly obvious and, oddly enough, there are counterparties willing …
Read ArticleThe great mining ‘Liquidation Sale’ – time to buy distressed assets?
There is gloom everywhere – analysts are competing with each other as to how low they can make their forecasts. Everywhere, the headlines are negative. Bloomberg is …
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