Farmland Investor

Tweeting about farmland.

[Farmland Investor @FarmlandReserve]

Best way to raise a farmland fund is tithing.

[Javier Blas @JavierBlas]

For global food prices, this is the most important map for the next 45 days: the onset of the South-West Asian monsoon amid an El Niño (and so far, it’s arriving to the Bay of Bengal on time, even a bit earlier than normal). Still a long way until it fully covers all India.

[Heather Long @byHeatherLong]

The great news in the March jobs report is the +178,000 job gains that came across a variety of industries.

Yes, healthcare still led the way with +76k job gains (~43%)
But you can see the gains across many others as well
Construction +26k
Manufacturing +15k
Retail +10k
Transport/warehouse +21k
Hospitality +44k

[Scott Irwin @ScottIrwinUI]

Nice article here by my Purdue mates on the impact of the Iran War on Corn Belt crop agriculture https://t.co/eapip2SLMa

[Farmland Investor @FarmlandReserve]

@llonidrama @HormuzLetter The Strait of Gibraltar about 17 miles narrower at its narrowest point than Hormuz. Having been to Gibraltar doesn't impact one's understanding of Hormuz as there is a 340% difference.

[Javier Blas @JavierBlas]

Confirmed: the two VLCC oil tankers made it to the other side of the Strait of Hormuz (one carrying ~2 million of Saudi crude; the other with 2 million of Emirate crude). Of course, the key is whether this is a one-off. An third vessel, a LNG carrier, also crossed.

[Ethan Brooks @alt_w_v_g]

We strapped 3 men to a rocket in 1969 with a computer that had 74 KB of memory.

Your Apple Watch has roughly 1M times the computing power of everything NASA used to get them there.

Now ask yourself what the next 30 years look like?

Humanity doesn't have a ceiling. It never did.

[Brian Sullivan @SullyCNBC]

Keep in mind that it is very possible there are multiple people / parties saying *they* are the ruling party of Iran.

My sources believe there are some IRCG 'bosses' running various parts of the country but no one is really certain. It also may change day to day.

So be mindful of conflicting headlines in the near term.

[Alec Stapp @AlecStapp]

This is a really astonishing claim:

Students in Mississippi & Louisiana score higher on reading tests than students in California & New York despite spending way less money per pupil and having higher child poverty rates.

Decided to double check the data because, if true, this should be alarming for blue state leaders.

And yup, it checks out.

Reading performance (NAEP 2024, Grade 4 reading, average scale score):

Mississippi: 219
Louisiana: 216
New York: 215
California: 212

Child poverty (SAIPE; “estimated percent of people age 0–17 in poverty,” 2023):

Louisiana: 25.2%
Mississippi: 24.3%
New York: 18.6%
California: 15.0%

Per-pupil spending (public K–12 “current expenditures per pupil,” FY2023, inflation-adjusted to FY2023 dollars)

New York: $29,588
California: $18,568
Louisiana: $14,822
Mississippi: $12,238

It should be unacceptable to spend that much more taxpayer money while delivering worse results for students.

[Farmland Investor @FarmlandReserve]

Really looking forward to @dcsandbrook's new podcast.

https://t.co/bRNov7y9Wa

[Farmland Investor @FarmlandReserve]

@KYinvestorJW shrug

[Farmland Investor @FarmlandReserve]

What advice would one give Atlas if the greater his effort, the heavier the world bore down on his shoulders?

[Derrick Evans @DerrickEvans4WV]

🚨 JUST IN: Gov. Hochul rejects Mayor Mamdani’s tax-the-rich gamble.

“We’re already down ~$13 BILLION in revenues from people who did leave our state.

[Farmland Investor @FarmlandReserve]

Family offices learned how to invest in farmland over the past decade. Expecting fewer growing pains in this cycle for investors and a faster pace.

[CNBC @CNBC]

Family offices brace for higher inflation with real estate and alternative investments https://t.co/o0qXzb608v

[DaVinci @BiancoDavinci]

250 years of technological development.

[The Land Report @landreport]

America has a new largest private landowner after a nearly 1M-acre deal reshaped the national rankings at the @LandInvestmentExpo in Iowa. One owner jumped from No. 4 to No. 1.
👉 Find out in the Land Report 100 presented by @PeoplesCompany: https://t.co/Ua3XSy7x4a

[Math Files @Math_files]

requirements for your existence

[Farmland Investor @FarmlandReserve]

Always appreciate Javier's analysis!

[Javier Blas @JavierBlas]

VENEZUELA AND OIL. A thread:

Ahead of Trump-Big Oil meeting today, my view: There’s too much blanket pessimism about the Venezuelan oil industry. Instead, I belive there are some low-hanging barrels in the map.

FREE-TO-READ (next 7 days) link: https://t.co/YL5WTbRsBq

🧵1/10

[Westside Farmer @JoeDelBosque]

@US_Stormwatch There’s 300,000 ac-ft of water flowing out to the ocean per day, from the Delta as we speak. That’s almost 100 billion gallons of water per day!

[J.D. Banker @DadInvest]

I had a genius mutual who DMed me six months ago asking how easy it was to buy pre-2017 Venezuelan bonds now that they came off OFAC sanctions. Some of you guys are absolutely amazing at this game.

[Brian Sullivan @SullyCNBC]

If you've watched me or listened to my former show Last Call or @PowerLunch the last 2 years this should not be a surprise.

Talking to dealers and customers across America was a pretty big indicator of how things were going to play out. It was a rough go and didn't get much better.

Lack of EV demand is also what many UAW workers privately expressed concern about to us in Detroit ..

There's a big market here, but it's not one that is forced onto customers by DC policies.

[Ashley Poduska - Peoples Company @AshleyValuesAg]

November auctions results and in and analyzed!
Average $/Acre: $12,484
Average $/CSR2: $172
This is down only 1% from November 2024.
#landvalues #realestateinvesting #agriculture @PeoplesCompany