IAS Market Talk with David Rueber 8/7/25
🚨 Cattle Market Chaos—or Opportunity? 🚨
David Rueber breaks down one of the wildest stretches we’ve seen in years:
📈 Record highs in both cash and futures cattle
🥩 Boxed beef rebounds with a $13 surge
🌎 Brazilian tariffs shake up imports—Australia steps in
💸 Break-evens now at $230+ (remember when $220 felt scary?)
🌽 Cheap corn, cheap hay, cheap wet feed… but tight feeder supply
Rueber says, “15 years from now, we’ll be talking about this summer—hopefully in fondness, not wondering why we’re out of business.”
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The skinny
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