Dennis Smith

Commodity broker/livestock analyst for over 34 years. Publishes evening livestock wire followed widely by the industry. DM for a free trial.

[Dennis Smith @denniscattle]

@KINGS1973 You left out the first one. Trump trying to kill the beef market, war, worm. We’ve already had three.

[Dennis Smith @denniscattle]

@sd1459 @HashemiNoosheen Unless people stop buying their burgers. Taste matters.

[NationalHogFarmer @NHF_Magazine]

No bull in the hogs https://t.co/uQcKr96an9

[Dennis Smith @denniscattle]

@meatidea Who’s there ????

[Dennis Smith @denniscattle]

@HTSCommodities IMO the feeder "contract" is in trouble. Over half the open interest is in Aug. The CME is lowering margins, increasing limits. When Aug goes off, OI might be dangerously low. Tot OI down 20k from LY.

[Dennis Smith @denniscattle]

@leereichmuth XI did this to punch Trump in the gut.

[Dennis Smith @denniscattle]

@KINGS1973 @ckleene @leereichmuth @N5Pennies @meatidea Ok. So there are hurtles to overcome. But the supply of beef is not going to increase anytime soon. You can’t put a freeze on beef prices. That would be a disaster. We need a new product.

[Dennis Smith @denniscattle]

@leereichmuth @N5Pennies @meatidea There are very limited options available to fine tune. IMO, this is a possible solution.

[Dennis Smith @denniscattle]

@leereichmuth @N5Pennies @meatidea I’ve had it and they taste great.

[Dennis Smith @denniscattle]

https://t.co/ghoBmcfJIA

[Dennis Smith @denniscattle]

@KINGS1973 A bone to Trump? That would be a kick between the legs. But I agree, this is likely to happen.

[Dennis Smith @denniscattle]

@isiscarol14 Congrats on your next adventure. Please keep me informed. It was nice to meet you and work with you.

[Dennis Smith @denniscattle]

@sippingsuds @leereichmuth I remember you laughed at my beef comment posted Sep 22. Go back and read it and have a good laugh.

[NationalHogFarmer @NHF_Magazine]

The pork seasonals turn bullish https://t.co/3rh3IgDFf3

[Dennis Smith @denniscattle]

@shootinthebull2 Don't underestimate demand for U.S. beef. Last year's record setting move was driven by demand. Per capita beef supply was unchanged from 2024. This year is vastly different, production is dropping, per capita supply is dropping. I predict a wild move higher in cutout values.

[Dennis Smith @denniscattle]

@_Its__sunny took me 30 sec

[Dennis Smith @denniscattle]

https://t.co/Fk49AlI2kC

[Dennis Smith @denniscattle]

https://t.co/Fk49AlI2kC