Pork prices plummet, market shifts to gold/bitcoin, McDonalds drops the McRib. A tale as old as time.
bluefootedpig on
The first one caused BTC to make a M in honor of McDonalds
1nterestingintrovert on
The twist this time is even McDonald’s is struggling
dennis3282 on
Hey, that’s good enough for me.
Remortgaging the house now.
CheekiTits on
This is exactly the kind of technical analysis I come here for. The old McRib bull sentiment indicator. Nothing I trust more.
SimpleAromatic2128 on
That’s the next level price analysis. 😅
SWKRYJGB13500 on
Y’all really be looking for patterns everywhere, huh? 🤣
Calm_Voice_9791 on
I don’t trust CPI, but I trust the McRib oscillator
nickybokchoy on
Lmfao
Adventurous_Pen_1971 on
Lmfao this is this stupidest thing I’ve ever read. Count me in.
GoodGuySeba on
same with pumptober ey
terp_studios on
You son of a bitch, I’m all in
ImSoHungryRightMao on
What they told me about M2 didn’t pan out, so I guess I’ll place all of my faith in the McRib now.
Peter_van_vliet on
Spurious correlations, as I already mentioned in another thread showing the same image.
TimeTravel4Dummies on
This is stupid which is why we should all immediately BUY BUY BUY
mr-spacecadet on
This is the TA I need
fateless115 on
What about November 2021 when btc tanked
nuclear_bacon_ on
Now with Argentinian beef – profit margins never seen before. Pump inbound 🥩
pwdarkfenix on
It’s about time.
XXII78 on
They don’t „keep bringing back“ the McRib or the Shamrock Shake. They „keep taking them away.“
Kiragalni on
Someone may think it’s a joke. Professionals know it’s not.
ronthegr8 on
Well shit I’m back in then.
6M66 on
Pretty muck every influencer who makes money by making things up.
0piates on
It’s always released in Q4 though lol
Worsh_yum on
Lol shut up, this is the info we need!
gummballexpress on
The correlation is unmistakable!!
LowQualitySpiderman on
sounds ribbish…
thehappycomputer on
Damn, how many times did he leave?
AlphaRetard42069 on
excellent DD
Bradleydrivn on
Good thing I zoomed in. I almost bought MCD
twohundred37 on
I know correlation does not equal causation, but this really has me wondering: McDonald’s uses the McRib as a tool to drive over all sales. It could always be available, but instead it is introduced sporadically in limited runs to boost sales in specific regions or to achieve some other goal that isn’t simply: sell item for more than we paid for it.
What economic events trigger the decision to bring the McRib back?
# Pork Commodity Pricing Cycles
When pork prices drop, McDonald’s can lock in *extremely cheap bulk pork futures*.
That makes the McRib **high-margin**, and they can suddenly “bring it back” as if by magic.
When pork prices are **low → McRib returns.**
When pork prices are **high → McRib disappears.**
They’re literally arbitraging meat markets.
This is documented:
The McRib tracks the Lean Hog Index.
Not consumer taste.
# Q4 Earnings Pumping
The McRib almost always comes back in Q4, the quarter when:
-companies report annual performance
-shareholders are watching
-bonuses are built on year-end performance targets
A limited-time hype item increases foot traffic across the board**.**
Not because everyone orders the McRib
but because people come in to *look* at the McRib and buy fries.
So the McRib is a shareholder earnings lever
# Franchisee Morale + Participation Control
McDonald’s corporate needs *franchisees* to fall in line with menu transitions, equipment changes, and promotional cadence.
The McRib works as a compliance test.
When corporate says: „We’re doing the McRib again“
So the McRib *accidentally* aligns with Bitcoin cycles…
**because they both respond to the same macroeconomic pressures.**
sh0werh3ad on
So how many rallies is that with only 5 years of context?
L0ckeandD3mosthenes on
All in McRib.
Legitimate_Towel_919 on
Funny correlation, but honestly it makes sense McRib returns usually line up with Q4 consumer optimism and seasonal liquidity peaks. Bitcoin often catches that same macro wave. Not saying it’s alpha, but the timing’s uncanny.
SameWeekend13 on
Literally. Almost no one is selling BTC below 100K, so we are literally at the bottom now and it’s up from here for now.
Tundra14 on
Don’t tell Cramer! Or maybe he’ll scoff at it… then there could be no doubt.
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39 Kommentare
copium
Finally some proper TA.
Peak data analysis
Pork prices plummet, market shifts to gold/bitcoin, McDonalds drops the McRib. A tale as old as time.
The first one caused BTC to make a M in honor of McDonalds
The twist this time is even McDonald’s is struggling
Hey, that’s good enough for me.
Remortgaging the house now.
This is exactly the kind of technical analysis I come here for. The old McRib bull sentiment indicator. Nothing I trust more.
That’s the next level price analysis. 😅
Y’all really be looking for patterns everywhere, huh? 🤣
I don’t trust CPI, but I trust the McRib oscillator
Lmfao
Lmfao this is this stupidest thing I’ve ever read. Count me in.
same with pumptober ey
You son of a bitch, I’m all in
What they told me about M2 didn’t pan out, so I guess I’ll place all of my faith in the McRib now.
Spurious correlations, as I already mentioned in another thread showing the same image.
This is stupid which is why we should all immediately BUY BUY BUY
This is the TA I need
What about November 2021 when btc tanked
Now with Argentinian beef – profit margins never seen before. Pump inbound 🥩
It’s about time.
They don’t „keep bringing back“ the McRib or the Shamrock Shake. They „keep taking them away.“
Someone may think it’s a joke. Professionals know it’s not.
Well shit I’m back in then.
Pretty muck every influencer who makes money by making things up.
It’s always released in Q4 though lol
Lol shut up, this is the info we need!
The correlation is unmistakable!!
sounds ribbish…
Damn, how many times did he leave?
excellent DD
Good thing I zoomed in. I almost bought MCD
I know correlation does not equal causation, but this really has me wondering: McDonald’s uses the McRib as a tool to drive over all sales. It could always be available, but instead it is introduced sporadically in limited runs to boost sales in specific regions or to achieve some other goal that isn’t simply: sell item for more than we paid for it.
What economic events trigger the decision to bring the McRib back?
# Pork Commodity Pricing Cycles
When pork prices drop, McDonald’s can lock in *extremely cheap bulk pork futures*.
That makes the McRib **high-margin**, and they can suddenly “bring it back” as if by magic.
When pork prices are **low → McRib returns.**
When pork prices are **high → McRib disappears.**
They’re literally arbitraging meat markets.
This is documented:
The McRib tracks the Lean Hog Index.
Not consumer taste.
# Q4 Earnings Pumping
The McRib almost always comes back in Q4, the quarter when:
-companies report annual performance
-shareholders are watching
-bonuses are built on year-end performance targets
A limited-time hype item increases foot traffic across the board**.**
Not because everyone orders the McRib
but because people come in to *look* at the McRib and buy fries.
So the McRib is a shareholder earnings lever
# Franchisee Morale + Participation Control
McDonald’s corporate needs *franchisees* to fall in line with menu transitions, equipment changes, and promotional cadence.
The McRib works as a compliance test.
When corporate says: „We’re doing the McRib again“
They can measure:
-Which franchisees respond quickly
-Who follows operational directives smoothly
-Who needs pressure, rotation, or buyout
So McRib = management diagnostic tool.
# So how does this connect to Bitcoin?
The McRib tends to return when:
-pork futures are cheap (indicates commodity downcycles)
-companies need Q4 performance boosts (liquidity injection season)
-consumer spending shifts (pre-holiday spending trends rising)
Bitcoin tends to rally when:
-liquidity increases
-markets turn risk-on
-Q4 cycles favor speculation
So the McRib *accidentally* aligns with Bitcoin cycles…
**because they both respond to the same macroeconomic pressures.**
So how many rallies is that with only 5 years of context?
All in McRib.
Funny correlation, but honestly it makes sense McRib returns usually line up with Q4 consumer optimism and seasonal liquidity peaks. Bitcoin often catches that same macro wave. Not saying it’s alpha, but the timing’s uncanny.
Literally. Almost no one is selling BTC below 100K, so we are literally at the bottom now and it’s up from here for now.
Don’t tell Cramer! Or maybe he’ll scoff at it… then there could be no doubt.