Connor Essegian won’t be on the court when Nebraska plays Iowa in the Sweet 16. It wasn’t supposed to be this way. Right?
Maybe. Maybe not. But for @CEssegian, his satisfaction doesn’t come from the court. It comes from his faith in Christ.
READ 🔗: https://t.co/Z4lcNz1lpj
The real culprit? USDA's Livestock Risk Protection (LRP) program, a subsidized "safety net" that's morphed into a put-writing factory, echoing the opaque CDOs that amplified the 2008 meltdown.
Here's the rub: Producers lock in floors across multiple contract months using government-backed puts at steep discounts (up to 35% subsidized). Insurers, stuck holding the short side, hedge by dumping futures shorts to stay delta-neutral—unleashing uniform sell pressure that steamrolls fundamentals like shrinking herds.
The smoking gun? Calendar spreads. Pre-LRP, selling hit the front month; now every contract craters in lockstep as hedging blankets the curve. Enrollment exploded from ~100k head in 2017 to over 5M in 2023, fueling "subsidy harvesting"—juicing rallies, then torching them on reversals. Time to audit this beast before it guts the producers it swore to protect. Thoughts? #CattleMarkets #AgPolicy
Two years ago, one of my favorite subscribers from central Iowa made a bold move by selling all of his hogs and cattle. He made 100% investment in farming freshwater shrimp. Today is a good day for his business. Why? Because Trump doesn't care about the price of freshwater shrimp. #Shrimp
Thread on the cattle situation: Here’s my take…
I was told by someone from Texas A&M that knows her that Secretary Rollins is a trusted advisor and highly influential with Trump.
I think that the Big 4 and their puppets at NCBA along with a few purchased Senators 1/5
Hey @SecRollins since the USDA oversees the Beef Checkoff program, which is supposed to market beef, and has collected over 1 billion dollars from the cattle ranchers since its inception in 1985, why is it that since that time beef per capita consumption is down 25% and nearly 50% of cattle ranchers have gone out of business?
It’s seems like if a private company had paid that much for marketing and had gotten such abysmal results, they would have been fired long ago!
What is the justification for keeping the administratively bloated and ineffective Checkoff as is? Seems like a massive overhaul is needed!
You hear Costco is great. One friend describes it as a 'shopping Disney World'. You start thinking about it. You have some extra cash. You decide to try it out, you'll save that much money in gas anyway! What's the worst that can happen?--
Over the last few months I've had a lot of messages from young men asking my thoughts on the election, voting, and Donald Trump. So this message is for them particularly - and I will do my best to keep this short.
"Are you voting?" "Are you voting Trump?"
I fly the Black Flag. I despise what our government has become. I have no political party. And I will continue to live my life accordingly - as a free man - regardless what any dickhead in a suit says.
That being said, I vote. And I think it is a dangerous step into complacency and apathy by not encouraging young men particularly to participate. The worst thing in the world we can tell ourselves is that somehow our actions do not matter. I myself, am living proof that this is untrue. And, if it turns out that your vote doesn't count and you have another election stolen - you should feel what that feels like and use it to move you forward.
If we are to restore the glory, justice, and beauty of the Western world, it requires strong, courageous, and dedicated men. Where we sit today is the result of generations being deceived and subverted. Evil doesn't stop working if you check out and pretend like you're going to take on the world by yourself.
So, vote. But understand that you will not vote your way out of this mess.
What do I mean? The same enthusiasm you gave to cast your vote once every four years for your favorite politician needs to be applied everyday to holding those people (and who they appoint) accountable to the things they promise to do. It means having that same enthusiasm for every local and primary election too. It means living your life at such a high standard that you bring the culture up with you. It means exercising your rights, ferociously. It means being involved locally - building a community of people with influence and exercising that influence to protect what we have and destroy those that have taken from as.
Again, to the young men. The future of this country depends on the amount you are willing to invest to protect the perimeter. The men before us have failed miserably and the truth is, it's going to be a long way back to restoring Western society. The burden is ours, but particularly yours.
We'll talk about that a lot more in the coming days, weeks, months, and years.
But as far as this election goes, the choice is obvious. I'm not shy about criticizing Trump - I have for years. I also was among the speakers in the Million Maga March and J 5/6 at Liberty Plaza and DC, and dozens of other events. My sincere hope is that though he surrounds himself with people like Vance, Pompeo, Kusher, and the like, that people like Ron Paul and Thomas Massie will be able to make some progress in dismantling and scaling back the ever-growing (false) authority of our Federal government. Those people are going to need help, and its our responsibility to do so.
/endrant
Let me explain something about patriotism, duty, and how it (kind of) explains what’s happening in the markets today. And why their “solution” is going to make everything worse:
Wellll, this blew up. I was not trying to be overtly anti NCBA here or imply anything other than this…your average cattleman or consumer listening is going to wonder why generating information that could not only have an incredibly positive impact on lives but beef demand as well wasn’t a priority.
Regulatory concerns/ timing /funding / multi species benefiting without paying etc are all answers to this question.
Whether or not you or I like those answers is beside the point, I think we have seen some valid concerns from folks who know how these studies and their funding proposals work.
This all being said, I think if you have tried the carnivore diet for any amount of time you can attest that more research to legitimize what we have all felt and seen is needed. We can also all agree more effort needs to be put into unhooking ourselves from these large epidemiological studies that demonize protein and fat consumption without worrying about the rest of the diet.
Thank you everyone for your input! Eat beef 💪🏼🥩
@LeilaVenzor4@BiondoLia@blakealbers@BeltwayBeef You could then say “Beef, it beats diabetes” rather than “Beef, it’s what’s for dinner” -so I think it would very much be in their interest to fund it
@LeilaVenzor4@BiondoLia@blakealbers@BeltwayBeef It’s a very simple study, it is easy for the average person to comprehend and if you understand marketing and how social media works it would go a very long way to rehab the awful reputation in the public mind that beef has acquired during the beef Checkoff tenure
As a cattle producer /beef salesman and someone who has seen the positive effects of the Carnivore diet….can we get an answer of why @SBakerMD could not get any funding to study the effects of type 2 diabetics (38 million Americans) going on a carnivore diet ?
@BeltwayBeef@BeefUSA
So many people arguing about Israel/Hamas and I’m just over here wanting a 100% closed border, movement towards US energy independence, deportation of all illegal aliens, the repealing of the Patriot Act, all gun laws to be recognized as unconstitutional, and a Convention of the States to reboot the federal government.
Elite stiff-arm.
This is how I handle Esoteric X, 10k steps X, sleep X, blue blocker glasses wearing X, anti-Fairlife X, pot head X, and 20 minute home workout X.
@GuyDealership 2016 F350 with the 6.7 power stroke 51K miles, King Ranch package with remaining extended warranty. Perfect condition…. 60K located in southwest Nebraska