I've read pretty much all of your 100,000 words and may be your biggest fan – congrats on hitting this milestone. Great lessons in today's installment.
I’m bullish animal protein also. Population and the wealth of the global population continues to grow.
The pandemic followed by tragic events in the Ukraine have the biggest “interrupter” of recent times. Interrupts supply lines, trading blocks and JIT expectations that benefit mature commoditised markets and changes the value of things like food and security of it.
I enjoy your challenging newsletter down here in Oz with mostly the same challenges and opportunities as North America. Keep the juices flowing!! It keeps provoking my thoughts.
Will beef farmers/ ranchers be able to maintain margins with inflation in the US? It will be ok here in Australia but the bets are bigger so droughts will hurt more is my opinion. Same for the croppers
I'd totally buy and wear that t-tshirt. congrats on 100 I enjoy reading this and always feel charged up doing so. Thanks for thinking out loud!
Where was BYND trading the day the producer lamented the "alt invasion"? As you so poignantly note, it's almost always about the long game.
Thanks for sharing your gifts with us at least 100x. Here's to 100 more!
I've read pretty much all of your 100,000 words and may be your biggest fan – congrats on hitting this milestone. Great lessons in today's installment.
I’m here for the next 100, always as an “enjoying the ride, not criticizing the grammar” participant!
I’m bullish animal protein also. Population and the wealth of the global population continues to grow.
The pandemic followed by tragic events in the Ukraine have the biggest “interrupter” of recent times. Interrupts supply lines, trading blocks and JIT expectations that benefit mature commoditised markets and changes the value of things like food and security of it.
I enjoy your challenging newsletter down here in Oz with mostly the same challenges and opportunities as North America. Keep the juices flowing!! It keeps provoking my thoughts.
Will beef farmers/ ranchers be able to maintain margins with inflation in the US? It will be ok here in Australia but the bets are bigger so droughts will hurt more is my opinion. Same for the croppers
Continued success. Indeed, it is a great time to be alive in Ag!
Great reflection - keep up the good work!