Q4 2022 Newsletter – Dispelling some persistent misconceptions about Agriculture View full report

Few other industries have generated such consistent, reliable production growth coupled with underlying efficiency.

Equicapita is always on the lookout for new ways to maximize the value of the companies it owns.

President Nixon issued Executive Order 11615 (pursuant to the Economic Stabilization Act of 1970) imposing a 90-day freeze on wages and prices in order to counter inflation.

Has anyone considered letting market forces set interest rates at some point?

Farmland in a low real rate environment.  What are the historic financial behaviours?     View full report

Throughout this update you will find four themes woven into the narrative.

This quarter’s letter is short and is no more than a simple series of facts and questions.

Farmland in inflation, stagflation and negative real rates regimes.  Why does farmland hedge stagflation?   View full report