COW CoW Protocol Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
07:00
Sep 15
Sep 15
CNBC
Beef prices stay elevated on tight supply
The U.S. cattle herd is at its lowest level in more than 70 years due to drought, high feed costs, and plant-based competition, driving beef prices up 9% over the past year and ground beef near $7 per pound. Tariff relief and proposals for rancher-owned processing are unlikely to fix the supply problem, so consumers are likely to keep paying more or switch away from beef, implying elevated beef prices persist.
19:13
Sep 01
Sep 01
Bloomberg Markets
Argentina beef imports lower U.S. beef prices
Removing tariffs on Argentine beef imports should increase meat-counter supply and bring down U.S. beef prices; if tariffs remained, beef prices would stay high. The U.S. cattle herd is at a 70-year low and the two-year cattle cycle makes rebuilding slow, so imports are the near-term relief valve.
23:15
Aug 25
Aug 25
Bloomberg Markets
US-Canada deal lifts farm exports.
Cruz argues the tariff threat should be used to open markets rather than keep tariffs high, and he expects a US-Canada deal to result in more American exports of beef, corn, soybeans, other goods, and American booze, supporting US farm commodity demand.
About COW Investor Commentary
Across the available history and selected sources, Buzzberg tracks COW (CoW Protocol) across 9 sources: 11 bullish vs 1 bearish calls from 19 authors. Historical directional balance: 48% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 21 total trade ideas tracked. Latest voices: Jessica Edinger, Marlin Stutzman, Ted Cruz.