Replicating his predecessor, Mr. Trump is blaming corporate price gouging for currently high beef prices. Charging the industry with “Illicit Collusion, Price Fixing, and Price Manipulation,” federal prosecutors will be trying to prove the implausible. After all, beef company margins have been negative. If packers are manipulating prices, it must be intended to screw their own investors with low or negative returns. Maybe next the Administration will copy presidential candidate Kamala Harris and impose the “first-ever federal ban on price gouging on food,” or maybe mimic New York City Mayor-elect Zohran Mamdani and establish state-run grocery stores. Beef prices are not the only product with outsized price incr...
Weighing in on strategic realignment
WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.
Key Market Insights The broad market is locked in on this week’s Trump-Xi meeting in Beijing, but this is no longer just a trade summit. Increasingly, the meeting is becoming tied directly to Iran, energy security, and the growing global economic fallout from disruptions through the Strai...