Exploring Bubbles
Later this morning I am due to be interviewed by the WSJ about "scarcity" as an investment theme which I think means water and ag-related equities. As an amusing coincidence Robert Shiller is calling out farmland as the next bubble. Pragmatic Capitali...
Sunday Morning Coffee
A few weeks ago I was interviewed for an article on CNBC.com about investing in farmland. To read that article but none of my blog posts I came across as a cockeyed optimist without a care in the world about this riskless, one-way trade. A lot of conte...
The Big Picture for the Week of December 19, 2010
Earlier in the week I was interviewed for an article about farmland investing. I'm not sure how I was found for this or when it will run by I first explored this about two and half years ago. Coincidentally this came up in the comments on yesterday's p...
Everyone Into The Bunker!
The title for this post comes from a couple of articles from the other day. One was from The Housing Time Bomb blog (great name) and the other from The Business Insider.First from Housing Time Bomb, Jeff (the blogger in question) asks the very reasonab...
Back On The Farm
Over the weekend a reader left a link to a WSJ article about investing in farmland. This has been a popular theme in the last couple of years as quite a few investment luminaries have made comments on this including Barton Biggs and Marc Faber. Jimmy R...
The Big Picture for the Week of February 28, 2010
Another assist today from Market Folly as they review an agricultural fund from Passport Capital. In the report that Market folly published Passport disclosed being up 10.3% in the period reported versus 66.6% for Market Vectors Agribusiness ETF (MOO)....
Down On The Farm?
This week's post from Jeffrey Saut took a look at a different type of Permanent Portfolio that not shockingly to long time readers I found to be very intriguing even if very difficult to implement. Maybe more correctly, impossible to implement... for n...
Checking In With Farmland
Yesterday Seeking Alpha ran a post called Protect Your Money With Farmland written by T. Marc Schober who has had four posts run on Seeking Alpha which were all about farmland. I've mentioned investing in farmland several times including this post with...
