The Cure for Low Prices is Low Prices
Inflation may finally be coming
Inflation may finally be coming
A fund to solve climate change
Reviewing the recent election in New Zealand and what it could mean for Craigmore
Beneficial Nonlinearities, how digital platform companies have been achieving them and their impact on society
Thoughts on the world post Trump & Brexit, and a new nationalistic policy movement
Reviewing high volatility enabling the ag sector's capacity to be rebalanced
A look at current shifts in economic policy and how this may affect investment decisions
The second commentary exploring Quantitative Easing and capacity risks
The first of two commentaries exploring Quantitative Easing and the impact of deflation
A look at deflation in the current economic climate and the likely upcoming scenarios
Farmland returns volatility as an explanation for the high historical returns of farmland
Forbes Elworthy reviews the 10 years since his return to the family industry
Addressing the challenge of no “new” land through sustainable intensification
We analyse the global grain market and how it relates to the profitability of the global dairy sector.
Risk management of climatic variability in farmland and other weather exposed investment portfolios
So what is the monetary stance of the RBNZ at present, and what might this mean for NZ farmland prices going forward?
Craigmore irrigated farms safe-guarded against New Zealand drought
Craigmore Farming achieved an indicative net return of 13.5% in the year 2012
I extend upon two recent pieces of research by Jeremy Grantham and the Federal Reserve Bank of Dallas.
On News of a U.S. Drought, Projections of Global Grain Supply Fall 4%; Grain Prices Rise 35%
My father used to tell me the best farmers are at least 50% more profitable than the average farmer
Craigmore’s farming strategy has three main elements: quality land, share-farming and sustainability
The hegemony of Managerial Capitalism now seems to be unravelling
Craigmore is confident that agricultural commodities, which are in tight supply, will benefit from the significant money-printing
In this Commentary I advance two reasons for investing in farmland marked by the end of the 20th Century
The first section of our first "RFI" from an institutional investor is reprinted: why we believe “Food is the New Oil”
The world economy, especially the west, faces a period of low growth and money-printing.
De-leveraging continues in New Zealand Land prices in NZ are hovering 15% to 30% off their peak values of 2007
In Keynes' General Theory: "why the Egyptians were able to maintain a stable civilisation for 2,000 years"
The crisis that broke last Sept-Nov was a big shock. I felt wrong-footed by the subsequent turn-down in markets
The business I am thinking of creating is continuing to evolve. It now looks more like a lender than a specialist resources investor
I set myself a two month project to record my best guess of what is going to happen to the world economy
Asset prices will (continue to) fall in the short term. But I do worry about a burst of inflation in the medium and long term.
This month I explore prospects for the main world financial and asset markets: We don't know what the future will hold
A brief analysis of the impact of the Sept 2008 Financial Crisis on farming, and in turn the strategy of the new fund
I plan to write a monthly report of the progress of Craigmore, as I did for CMA