The end of the twentieth century 1 November 2011 Commentary In his November commentary, Forbes Elworthy advances two reasons for investing in farmland. Keep Reading
Food is the new oil 1 September 2011 Commentary We recently prepared an extensive analysis of the land investing opportunity (and our strategy). The first section we assess why we believe food is the new oil. Keep Reading
Farming and forestry 1 August 2011 Commentary In his August commentary, Forbes Elworthy reflects on the world economy and the circumstances, especially in the west, driving a period of low growth and money-printing. Keep Reading
Toward one laptop for every lamb 1 April 2011 Commentary Forbes Elworthy explores how the value of lamb has significantly increased relative to technology over the past two decades, highlighting broader trends in agricultural productivity and global trade. 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
