Economy & Finance Agcapita May 2010

1. Agcapita Update May 2010 2. Summary PerCePtion and reality It has been said that good investment requires the skill to capture the arbitrage available between perception…

Economy & Finance Agcapita November 2010 Update

1. Agcapita Update November 2010 2. 1 It is axiomatic that central banks can control interest rates or exchange rates - not both.  As of late, they are falling over themselves…

Business Agcapita February 2012 Briefing - Spare a Moment for the Real Economy

1. Agcapita Update February 2012 2. 1 Can you spare a moment for the real economy? Despite the undoubted, but cheap, appeal of adding to the chatter about which country is…

Economy & Finance Agcapita December 2011 - Leverage is Dead, Long Live Value investing

1. Agcapita Update December 2011 2. 1 LEVERAGE IS DEAD, LONG LIVE VALUE INVESTING My purpose today is to leave you with some hopefully constructive ideas to mull over the…