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Ep 1: Which Bottom episode artwork

Oct 13, 2026 14 min

Ep 1: Which Bottom

from Early Order (Deere & Company) Hosted by Compound Governance, Inc.

Deere says 2026 is the bottom of the ag equipment cycle. The order book agrees; the farm does not yet. The quarter's raise, the tariff refunds inside it, the December investor day scored against the 2022 ambitions, what CNH, AGCO, Kubota and Caterpillar actually did, the four considerations for an audit chair, and six tests registered for the November 25 print. Companion to the October 13, 2026 Deere director briefing (audit-committee edition). Built entirely from the public record: Deere's filings and releases, the August 20 call record, the December 8, 2025 Investor Day materials, peer filings, USDA, Purdue, AEM, CEMA and court data. Sixty-one sources in the written edition's evidence register; every derived figure labeled. Both voices are synthetic. Nothing here is investment advice.

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Ep 1: Which Bottom

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