Brighton Capital
@brightoncap.bsky.social
Asset management with a focus on energy, agriculture and Pez dispensers. Minneapolis, MN.
@maaronweber.bsky.social
A. In today's email, "take a look at the 2026 BMW X7 ALPINA XB7 for the low, low price of $164,575"
B. The vibes of most modern high-end SUVs, esp. BMWs.
A. In today's email, "take a look at the 2026 BMW X7 ALPINA XB7 for the low, low price of $164,575"
B. The vibes of most modern high-end SUVs, esp. BMWs.
November 26, 2025 at 4:31 PM
@maaronweber.bsky.social
A. In today's email, "take a look at the 2026 BMW X7 ALPINA XB7 for the low, low price of $164,575"
B. The vibes of most modern high-end SUVs, esp. BMWs.
A. In today's email, "take a look at the 2026 BMW X7 ALPINA XB7 for the low, low price of $164,575"
B. The vibes of most modern high-end SUVs, esp. BMWs.
It's been a rough 17 months for Novo Nordisk.
November 26, 2025 at 3:18 PM
It's been a rough 17 months for Novo Nordisk.
Points for creativity, but pigeons and Canada geese often begin to ignore counter-measures once they learn they're harmless.
November 26, 2025 at 1:37 PM
Points for creativity, but pigeons and Canada geese often begin to ignore counter-measures once they learn they're harmless.
TIL about the origins of Paleo Bro.
* Link: contains a mention about a radiologist's 1985 paper.
* Image: from the 1995 archives section of today's "Milling & Baking News"
... and here we are 40 or 30 years later.
en.wikipedia.org/wiki/Stanley...
* Link: contains a mention about a radiologist's 1985 paper.
* Image: from the 1995 archives section of today's "Milling & Baking News"
... and here we are 40 or 30 years later.
en.wikipedia.org/wiki/Stanley...
November 25, 2025 at 9:31 PM
TIL about the origins of Paleo Bro.
* Link: contains a mention about a radiologist's 1985 paper.
* Image: from the 1995 archives section of today's "Milling & Baking News"
... and here we are 40 or 30 years later.
en.wikipedia.org/wiki/Stanley...
* Link: contains a mention about a radiologist's 1985 paper.
* Image: from the 1995 archives section of today's "Milling & Baking News"
... and here we are 40 or 30 years later.
en.wikipedia.org/wiki/Stanley...
The market HATES consumer packaged goods right now, Conagra stock is at a 12-year low, and here's a little Q&A between Wall St analyst (a VP, whoohoo!) and CFO & CEO about exiting a large flour milling JV that has been doing fine. Decisions, decisions...
November 25, 2025 at 6:49 PM
The market HATES consumer packaged goods right now, Conagra stock is at a 12-year low, and here's a little Q&A between Wall St analyst (a VP, whoohoo!) and CFO & CEO about exiting a large flour milling JV that has been doing fine. Decisions, decisions...
New egg price fixing lawsuit just dropped.
If this isn't ambulance chasing, sunshine will be good b/c of the 2022-25 increases compared to other outbreaks.
Of note: Two of the private egg price info services (one reporting, one auction) are listed as co-defendants.
www.reuters.com/legal/govern...
If this isn't ambulance chasing, sunshine will be good b/c of the 2022-25 increases compared to other outbreaks.
Of note: Two of the private egg price info services (one reporting, one auction) are listed as co-defendants.
www.reuters.com/legal/govern...
www.reuters.com
November 25, 2025 at 5:59 PM
New egg price fixing lawsuit just dropped.
If this isn't ambulance chasing, sunshine will be good b/c of the 2022-25 increases compared to other outbreaks.
Of note: Two of the private egg price info services (one reporting, one auction) are listed as co-defendants.
www.reuters.com/legal/govern...
If this isn't ambulance chasing, sunshine will be good b/c of the 2022-25 increases compared to other outbreaks.
Of note: Two of the private egg price info services (one reporting, one auction) are listed as co-defendants.
www.reuters.com/legal/govern...
Apropos of nothing, two recent Netflix views:
👍 Train Dreams. Highly rated, some awards. Different, but I liked it a lot.
👎 The A-Team (the 2010 film). Brain candy. Nonsense. Half of it made on a computer. Liam Neeson said it was confusing and he was a co-star.
👍 Train Dreams. Highly rated, some awards. Different, but I liked it a lot.
👎 The A-Team (the 2010 film). Brain candy. Nonsense. Half of it made on a computer. Liam Neeson said it was confusing and he was a co-star.
November 24, 2025 at 8:26 PM
Apropos of nothing, two recent Netflix views:
👍 Train Dreams. Highly rated, some awards. Different, but I liked it a lot.
👎 The A-Team (the 2010 film). Brain candy. Nonsense. Half of it made on a computer. Liam Neeson said it was confusing and he was a co-star.
👍 Train Dreams. Highly rated, some awards. Different, but I liked it a lot.
👎 The A-Team (the 2010 film). Brain candy. Nonsense. Half of it made on a computer. Liam Neeson said it was confusing and he was a co-star.
Another important govt report that will have not just one, but a two-month data gap, perhaps forever.
Chicken is only our most-consumed meat, and eggs have been in the inflation headlines for four years. 😠
Chicken is only our most-consumed meat, and eggs have been in the inflation headlines for four years. 😠
November 24, 2025 at 6:42 PM
Another important govt report that will have not just one, but a two-month data gap, perhaps forever.
Chicken is only our most-consumed meat, and eggs have been in the inflation headlines for four years. 😠
Chicken is only our most-consumed meat, and eggs have been in the inflation headlines for four years. 😠
Great moments in marketing:
"Hey, Bob. You know all that crap we used to practically give away to pet food companies? Let's call it Primal Blend, price it higher than ground beef and sell it to the Paleo Bros."
"Hey, Bob. You know all that crap we used to practically give away to pet food companies? Let's call it Primal Blend, price it higher than ground beef and sell it to the Paleo Bros."
November 24, 2025 at 3:14 PM
Great moments in marketing:
"Hey, Bob. You know all that crap we used to practically give away to pet food companies? Let's call it Primal Blend, price it higher than ground beef and sell it to the Paleo Bros."
"Hey, Bob. You know all that crap we used to practically give away to pet food companies? Let's call it Primal Blend, price it higher than ground beef and sell it to the Paleo Bros."
I think the author is missing the point. It's not the color it's the "Fair Isle yoke" that looks like it belongs on Golden Girls.
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Maga is in meltdown over a preppy pink sweater for men. So, what exactly is the problem? | Ellie Violet Bramley www.theguardian.com/commentisfre...
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Maga is in meltdown over a preppy pink sweater for men. So, what exactly is the problem? | Ellie Violet Bramley www.theguardian.com/commentisfre...
Maga is in meltdown over a preppy pink sweater for men. So, what exactly is the problem? | Ellie Violet Bramley
The outrage a J Crew jumper has provoked shows that the US right’s sense of masculinity is far more fragile than it would care to admit, says freelance writer Ellie Violet Bramley
www.theguardian.com
November 24, 2025 at 4:46 AM
I think the author is missing the point. It's not the color it's the "Fair Isle yoke" that looks like it belongs on Golden Girls.
‐-----
Maga is in meltdown over a preppy pink sweater for men. So, what exactly is the problem? | Ellie Violet Bramley www.theguardian.com/commentisfre...
‐-----
Maga is in meltdown over a preppy pink sweater for men. So, what exactly is the problem? | Ellie Violet Bramley www.theguardian.com/commentisfre...
Not breaking news - the filing was close to a week ago, but it's big news in agriculture. That's a lot of money in what is supposed to be a low margin, fairly low risk business.
www.dtnpf.com/agriculture/...
www.dtnpf.com/agriculture/...
Hansen-Mueller Files Chapter 11 Bankruptcy, Owes Farmers, Creditors Up to $500M
: Hansen-Mueller Co. filed for Chapter 11 bankruptcy on Monday after not paying farmers for grain deliveries. The company reports owing $100 million to $500 million to thousands of creditors.
www.dtnpf.com
November 23, 2025 at 7:14 PM
Not breaking news - the filing was close to a week ago, but it's big news in agriculture. That's a lot of money in what is supposed to be a low margin, fairly low risk business.
www.dtnpf.com/agriculture/...
www.dtnpf.com/agriculture/...
Reposted by Brighton Capital
I had a Saturday job around here but now I remember it more from the show I heard about where, when Earth was illuminated in the cosmic dome, somebody started booing.
Postcard via Bill Melhuish
Postcard via Bill Melhuish
November 19, 2025 at 7:25 AM
I had a Saturday job around here but now I remember it more from the show I heard about where, when Earth was illuminated in the cosmic dome, somebody started booing.
Postcard via Bill Melhuish
Postcard via Bill Melhuish
@maaronweber.bsky.social Remember this? I once read that many to-the-frame rails restorations are a labor of love because they only pay off with certain vehicles. This might be one of those cases. Sold for $35K.
bringatrailer.com/listing/1986...
bringatrailer.com/listing/1986...
No Reserve: 1986 Toyota Pickup Turbo 4x4 5-Speed
Bid for the chance to own a No Reserve: 1986 Toyota Pickup Turbo 4×4 5-Speed at auction with Bring a Trailer, the home of the best vintage and classic cars online. Lot #220,479.
bringatrailer.com
November 23, 2025 at 4:35 AM
@maaronweber.bsky.social Remember this? I once read that many to-the-frame rails restorations are a labor of love because they only pay off with certain vehicles. This might be one of those cases. Sold for $35K.
bringatrailer.com/listing/1986...
bringatrailer.com/listing/1986...
In my day, we climbed rickety, off-center scissor lifts high into the winter air and froze our fingers hanging Christmas decorations while traffic buzzed below us. And we liked it! We loved it!
(and... no orange cones, flashing lights on the truck and maybe only one "watcher" rather than 2 or 3)
(and... no orange cones, flashing lights on the truck and maybe only one "watcher" rather than 2 or 3)
#OnThisDay Nov 22, 1938: Christmas decorations go up along Nicollet Avenue in downtown Minneapolis. At the time it was the busiest shopping street between Chicago and LA. The Great Northern Railway station can be seen in the far distance.
November 22, 2025 at 6:28 PM
In my day, we climbed rickety, off-center scissor lifts high into the winter air and froze our fingers hanging Christmas decorations while traffic buzzed below us. And we liked it! We loved it!
(and... no orange cones, flashing lights on the truck and maybe only one "watcher" rather than 2 or 3)
(and... no orange cones, flashing lights on the truck and maybe only one "watcher" rather than 2 or 3)
This sounds devastating for a town of a little over 11,000 people.
"The Lexington, Neb., plant employs roughly 3,000 people and can slaughter almost 5,000 cattle a day, according to industry estimates."
🎁
www.wsj.com/business/tys...
🎁
www.wsj.com/business/tys...
Exclusive | Tyson to Close One of the Biggest Beef-Processing Plants in the U.S.
The largest meat supplier in the U.S. has lost more than $425 million on beef this year, despite near record-high prices.
www.wsj.com
November 21, 2025 at 10:22 PM
This sounds devastating for a town of a little over 11,000 people.
File under: Predictable
(for anyone that knows the tiniest bit about agriculture, which top WH people do not)
minnesotareformer.com/2025/11/21/r...
(for anyone that knows the tiniest bit about agriculture, which top WH people do not)
minnesotareformer.com/2025/11/21/r...
Trump allows more foreign ag workers, eases off ICE raids on farms • Minnesota Reformer
In a tacit admission that U.S. food production requires foreign labor, the Trump administration is making it easier for farmers to employ guest workers from other countries. At the same time, U.S. Imm...
minnesotareformer.com
November 21, 2025 at 8:31 PM
File under: Predictable
(for anyone that knows the tiniest bit about agriculture, which top WH people do not)
minnesotareformer.com/2025/11/21/r...
(for anyone that knows the tiniest bit about agriculture, which top WH people do not)
minnesotareformer.com/2025/11/21/r...
Public Storage: Economic indicator? Seasonal weakness? I don't know but the "Baby, come back" email was interesting. I terminated my first-ever storage contract with them in Feb b/c they raised the price significantly every four months and now they're offering a $20 lock and a 1-yr fixed price.
November 21, 2025 at 4:50 PM
Public Storage: Economic indicator? Seasonal weakness? I don't know but the "Baby, come back" email was interesting. I terminated my first-ever storage contract with them in Feb b/c they raised the price significantly every four months and now they're offering a $20 lock and a 1-yr fixed price.
MN Public Radio classical station has an "on this day" segment with names of notable performers and composers. Near the end the host slides this one in "and today is also the 40th birthday of Carly Rae Jensen, so call her, maybe"
Perfect delivery. 👍🙂
Perfect delivery. 👍🙂
November 21, 2025 at 3:16 PM
MN Public Radio classical station has an "on this day" segment with names of notable performers and composers. Near the end the host slides this one in "and today is also the 40th birthday of Carly Rae Jensen, so call her, maybe"
Perfect delivery. 👍🙂
Perfect delivery. 👍🙂
Don't mess with Big Ag in South Dakota or elsewhere. They deserve the right to pollute with near impunity b/c they're special. Oh, and bailouts (dairy story) b/c GOP/MAGA are loathe to come to the table on sensible immigration policy for *their* workers.
www.newsfromthestates.com/state/south-...
www.newsfromthestates.com/state/south-...
November 21, 2025 at 2:46 AM
Don't mess with Big Ag in South Dakota or elsewhere. They deserve the right to pollute with near impunity b/c they're special. Oh, and bailouts (dairy story) b/c GOP/MAGA are loathe to come to the table on sensible immigration policy for *their* workers.
www.newsfromthestates.com/state/south-...
www.newsfromthestates.com/state/south-...
It would be nice if this remains below $90,000 at Thanksgiving and Christmas so the Bitcoin Bros are forced to be quiet or talk about something other than their spectacular gains since the last family gathering.
November 20, 2025 at 4:15 PM
It would be nice if this remains below $90,000 at Thanksgiving and Christmas so the Bitcoin Bros are forced to be quiet or talk about something other than their spectacular gains since the last family gathering.
Reposted by Brighton Capital
Big news from SPAMTOWN USA. No in-person annual meeting this year, gotta' pick up the gift box the following morning at the SPAM Museum. Probably don't want to face angry retirees in a company town and have to explain why their stock has cratered.
November 19, 2025 at 8:46 PM
Big news from SPAMTOWN USA. No in-person annual meeting this year, gotta' pick up the gift box the following morning at the SPAM Museum. Probably don't want to face angry retirees in a company town and have to explain why their stock has cratered.
@barchart.com Feedback: You raised prices 17% since last renewal. Steep yr over yr but you've added features and if it stays at that level, fine. What's not OK is the false advertising that Premium is ad-free. Recently there is a "Plus 500" gambling firm ad hovering on my screen. Get rid of that.
November 19, 2025 at 6:35 PM
@barchart.com Feedback: You raised prices 17% since last renewal. Steep yr over yr but you've added features and if it stays at that level, fine. What's not OK is the false advertising that Premium is ad-free. Recently there is a "Plus 500" gambling firm ad hovering on my screen. Get rid of that.
US Secretary of the Treasury wearing a police jacket in front of the White House. Like Melanie's jacket, that was a choice.
Q: Would a $2,000 tariff dividend check going to people be inflationary?
Bessent: Maybe we could persuade Americans to save that.
Bessent: Maybe we could persuade Americans to save that.
November 19, 2025 at 2:55 PM
US Secretary of the Treasury wearing a police jacket in front of the White House. Like Melanie's jacket, that was a choice.