On A Conspiracy of Hogs: The McRib as Arbitrage

Willy, my Theory: that it is the spread between the price in live cattle and lean hogs (not seasonality, or simply price of hogs) that influenced McRib Timing. You briefly mention beef price, but dont get into it.


Also: when you get historical, you should consider the real price of lean hogs instead of the nominal price for profitability.

Posted on November 10, 2011 at 7:05 pm 0