Toward one laptop for every lamb 1 April 2011 Commentary Forbes Elworthy looks at deleveraging which continues in New Zealand and the role of land prices in hovering at 15% to 30% off their peak values of 2007. Keep Reading
Where are our pyramids? 1 December 2009 Commentary One of the most thought provoking lines in Keynes' General Theory is the question why the Egyptians were able to maintain a stable civilisation for 2,000 years. Keep Reading
Yield producing assets 1 September 2009 Commentary The crisis that broke last September-November was a big shock. Forbes Elworthy says he felt wrong-footed by the subsequent turn-down in markets. Keep Reading
Craigmore Finance – the evolution 1 June 2009 Commentary The business I am thinking of creating is continuing to evolve. It now looks more like a lender than a specialist resources investor. Keep Reading
The return of economics 1 February 2009 Commentary This quarter’s newsletter is the result of a two month project Forbes Elworthy set himself to record his best guess of what is going to happen to the world economy. Keep Reading
Deflation over inflation 1 November 2008 Commentary On balance, asset prices will (continue to) fall in the short term. But Forbes Elworthy does worry about a burst of inflation in the medium and long term. Keep Reading
An outlook for the financial markets 1 October 2008 Commentary This month Forbes Elworthy explores prospects for the main world financial and asset markets. Keep Reading
September 2008: The financial crisis 1 September 2008 Commentary This month Forbes Elworthy gives a brief analysis of the impact of the September 2008 financial crisis on farming and in turn the strategy of the new fund. Keep Reading
The first commentary: Investing in resources 1 August 2008 Commentary While leading CMA, Forbes Elworthy wrote a monthly report on the progress of the company. Now with Craigmore Resources, he plans to do the same for investors and potential investors. Keep Reading
