May 2026 The USDA recently released data indicating that 2025 farmland averaged $4,350 per acre, an increase of 4.3% over 2024 values (1.9% when adjusted for inflation). This data underpins the story that farmland is a stable, consistently appreciating, inflation-hedging asset. But when you look under the hood, the story of farmland can’t be told […]
April 2026 Q1 2026 is officially in the record books, just not for reasons anyone was hoping for. March alone saw maximum temperature records broken or tied across the country for up to 12 consecutive days, leading to questions about whether this is an anomaly or a new baseline. For US agriculture, the answer matters. […]
March 2026 Many have already read about how the war in Iran and the closure of the Strait of Hormuz are disrupting global fertilizer and energy supply chains in the middle of US planting season. But zooming out, one can see that this is just the latest chapter in a pattern that’s been building for […]
February 2026 Walk into any farmers market on a Saturday morning and you’ll find a powerful vision of what people hope agriculture can be: diverse crops, healthy soil, connected communities, and farmers who know their land intimately. The small farms at those markets are also pioneers of modern regenerative agriculture – incorporating cover crops, rebuilding […]
January 2026 The healthy foods thesis: Supported by policymakers and investors alike The recent update to the U.S. food pyramid underscores a growing consensus: Americans’ health has suffered from diets dominated by highly processed foods and added sugars. While we may not align with every recommendation, we share the view that encouraging diets filled with […]