“The companies ... are trying to pass through price increases and have been for the last few years to do that.”

“Only one client on that entire churn list was priced at anything close to a reasonable rate… his premium clients weren't going anywhere at all… A price increase strategy still made sense for this firm overall because his best clients weren't leaving at all.”

“Last year the average price, and the price was pretty stable, was $3.50 a gallon for diesel in the U.S. It is right now $6.30 a gallon.”

“Our inflation-sensitive asset class, which we have about 20% of our portfolio in right now, is there to provide offsets to what we expect to be happening in our equity market.”

“When the price has gone up somewhere around 80% is what we calculated from the start of the year, that's going to make a big impact. If you took that 80% higher diesel price and put it across your entire crop year, that's somewhere between $15 to $20 an acre higher.”