88: Where's The Animal Rights People? Save The Pigs - a podcast by Fixed Cost Financial

from 2019-07-15T06:00

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Pork prices have spiked approximately 50% in the past few months, and that has been a topic during several recent portfolio review and forecasting discussion here at Fixed Cost Financial. What you say? Talking about pork during a portfolio review. Why? Well, there’s an outbreak of African swine fever. The potential impact to the world’s pork supply is substantial, but with the political correctness over open borders, global trade, just in time production, and less than top shelf health habits of our homeless and growing under-class, coupled with amd ever shrinking family farm with an ever growing corporate owned agricultural industry, here and abroad, it’s time to connect the dots and think about it.

Disclaimer

Connecting Dots is a production of Fixed Cost Financial, the home of fixed cost investing. All rights reserved. Re-broadcast or distribution prohibited without express written authorization. Connecting dots is for educational use only. Investment Performance Is Not Guaranteed. Past performance is not indicative of future results. This broadcast does not take into account your particular investment objectives, financial situation or needs. Nothing should be construed as an individual recommendation. Always read and all applicable information carefully before making an investment decision. Investments are not bank guaranteed, not FDIC insured. and may lose value. Due to our extensive holdings and that of our clients, you should assume that we have a position in all companies discussed and thus a conflict of interest should be assumed.

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