A source of advanced information and market analysis focused on the development of pricing and risk management strategies for anyone in the business of buying or selling meat, or trading meat-related futures markets
Whether you're operating restaurants or supermarkets; a food distribution service; a processing or manufacturing facility; or an import/export trading company, you’re in a highly competitive business. Meat markets are volatile, and margins are often thin. A few pennies per pound can make enormous differences in your bottom line. In order to make the best possible decisions, it is essential to have the best possible information at your disposal.

Here are the excerpts from this week's "Meat Markets Under a Microscope" report, by Kevin Bost.

March 5, 2019

I should begin by acknowledging that forward booking activity has picked up rather dramatically in the last few weeks, causing me to rein in my erstwhile bearish posture toward beef demand in April. The three-week average quantity of product secured for delivery one to two months into the future now stands distinctly above a year ago; since most of the larger supermarket chains are operating six to eight weeks "out front", it appears that the interest is centered on deliveries from late March through the middle of April.
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Here are the excerpts from this week's "Trading Cattle...from a meat market perspective" report, by Kevin Bost.

March 11, 2019

My strategy in the cattle market up to this point has been to establish a short position upon either: a) penetration of an important support level; or b) a signal that the seasonal rally in the beef market was losing momentum. The former has yet to occur. The latter, however, just might be flashing.
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Here are the excerpts from this week's "Trading Hogs...from a meat market perspective" report, by Kevin Bost.

March 11, 2019

I am temporarily dropping the long leg of the April / August spread, with the expectation of either buying the April contract again around $58.50 or replacing it with the June contract. From a fundamental standpoint, the merits of the bull spread using either of the two long legs appear to be approximately equal, but there are some subtle differences.
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