The Bull in Cattle Takes a Breather After Rallying to All-Time Highs

Beef prices at your favorite butcher will stabilize near term, but are likely to remain elevated and increase in 2024 - Technical Analysis.

Severe Drought Forcing the Extraordinary Slaughter of Cattle

I suggest waiting for lower beef prices at retail during the supply glut before stocking your freezer for the holidays and next winter.

Accumulation Phase in the Commodity Bull Market

Capital is looking for somewhere to hide as demand, dislocations, and “structural deficits” in real asset markets offer a safe haven from geopolitical chaos.

Shipping and Supply Chain Crisis Will Not End Anytime Soon

Everyone should be prepared for new and prolonged supply disruptions on multiple fronts, including a pandemic pseudo-lockdown across the U.S.

A Drought Tipping Point and the Price of Beef

If the Feeder and Live Cattle Futures rally, they will do so in unison and take $COW along for the ride.