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Note: This article was also published on Seeking Alpha. Bull markets, like college fraternity parties, usually begin in relatively quiet fashion – with small participation, initial awkwardness, and some doubters. In both cases, things have a tendency to quickly kick into gear when they are driven by supply and demand fundamentals – be it alcohol, […]
It’s all going to China! Surprise, surprise. Nice article detailing what you could probably infer – meat demand in China is increasing rapidly. It’s interesting to think about all the downstream ramifications – increased grain and water demands. The beauty of a true bull market!
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