Beef Versus Pork: A Big Divergence

February 23, 2015

Last week Hormel announced earnings. The maker of SPAM and other pork products had a great quarter, it just so happened that hog prices which are one of their key inputs moved aggressively lower. In my latest piece for Seeking Alpha I examine Hormel’s earnings and point out a huge historical deviation going on right now in the animal protein markets.

Article: Beef Versus Pork: A Big Divergence


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Where’s The Pork? Chipotle And The ‘Pork Shortage’

January 21, 2015

Last week Chipotle announced that they will not be serving pork at one third of their locations. In my latest piece for Seeking Alpha I look at whether there is indeed a pork shortage, what that means and the prospects for the future when it comes to this premium fast-food company.


Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities.