Government regulations always rearrange incentives for consumers and corporations, while simultaneously affecting asset prices, for better and for worse. We analyze how changes in regulation affect prices and where investors can capitalize on these price changes.
Check out our recent Forbes article describing for investors why food prices are reaching all time highs. The EPA’s pending decision about the ethanol mandate will likely lead to price movement for select stocks and commodities. We believe Tyson’s recent acquisition of Hillshire Brands might be a defensive move against extremely volatile commodity food prices. See how we make the case with charts and graphs.
The Ethanol Election Delay
Wall Street Journal
This summer’s once-in-a-half-century Midwestern drought caused global prices for staple food products to soar by 10%—and corn in particular to jump by 25%, according to the World Bank. The food shortages across Africa, the Middle … Last October, the …
See all stories on this topic »