Posts by Bob Irish
The What If Game
Market pessimists have been playing the “what if” game for at least a year now. As in… What if inflation runs over the economy like yesterday’s road kill? What if the government raises rates too soon or too sharply? What if people are too strapped to start spending again? What if more banks fail? What…
Read MoreChina Moves Up the Food Chain
As countries become more industrialized, their citizens consume more protein. Rising incomes enable consumers to move up the food chain and eat more grain-intensive foodstuffs, like milk, meat, and eggs. And that, says Dylan Grice, an analyst at Societe Generale, is exactly what we’re seeing in China. The Chinese, on average, eat 117 pounds of…
Read More