News & Insights
People 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 increase is likely leading some folks to either a Tums addiction or some sweet bonuses, depending on the company’s position in the market. Significant price movements...
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Whether 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 can sell it later for a profit. In commodities industries like food processing and mining, many executives see their companies solely...
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Millennial 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% of millennials dine out once a week, compared to 43% of the general population. When millennials do purchase meat to prepare at home, they gravitate...
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Humans 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, automation that makes important decisions for us. There’s no doubt automation is a boon in many respects. From next-day package delivery to ATMs to...
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What 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 sector equity prices. The EMIX World Index is highly representative of global equities across all sectors and cover approximately 85% of the...
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