US Beer Market Hit By Heisenberg Effect

Long-time Heisenberg fans are well acquainted with my penchant for fine spirits.

Unfortunately for local watering holes, upscale Manhattan bars, and (especially) the liquor store down the street, my pancreas went on strike in November, landing me in the ICU for a little over a week and ensuring that for the first time in God only knows how many years, alcohol would cease to be my primary source of nutrition/motivation.

For a while I feared my muse would become elusive, but as it turns out (and to the chagrin of a non-negligible number of people who don’t care much for my disposition as expressed through my writing) my productivity soared.

Alas, there are market consequences when an enormous, previously reliable source of insatiable demand suddenly dries up, and as you can see from the following set of charts, it looks as though my abstention from liquor is having a knock-on effect in the US beer market…

Beer2

(Barclays with my additions)

Heisy

Now cue the reader who takes this literally.

 

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7 thoughts on “US Beer Market Hit By Heisenberg Effect

  1. millions of people take the Old Testament literally, it was written two thousand years ago, some in Hebrew, some in Aramaic, and says pretty much everything and its opposite, so it’s only fair a few folks would take your post (in current English, and formatted properly to include the vision challenged) literally. If only the Twitterer in chief now posted something bearish for the beer and liquor industry; good entry points are always welcome.
    Don’t feel too guilty, i am sure at the next correction or recession there will be a few good folks willing to make up for the reduced demand.
    Long Diageo, Heineken, Pernod, Brown-Forman, as well as several Pharmaceutical companies (it’s the circle of life!)

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