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Monthly Briefings

Agcapita publishes monthly macro-economic briefings a sampling of which can be found below. To receive our monthly briefings please click here and complete the subscription form.

December 10 2013 – Public Equity Markets: Economic Recovery or Fed Balance Sheet
July 12 2013 – Central Banking’s Scylla and Charybdis
April 13 2013 Briefing – Bail-ins and the Velocity of Money
October 22, 2012 – The Great Canadian Bank Bail-out
October 1, 2012 Briefing – Food Prices Now Driving Oil Prices?
September 20, 2012 Briefing – Bull Market in Unintended Consequences Continues
August 7, 2012 Briefing – Rollover Risk World Tour 2015
July 26, 2012 Briefing – The Retreat of Financialisation
June 20, 2012 Briefing – Alberta Prosperity Certificates
June 4, 2012 Briefing – Discounts Hiding in Plain Sight
May 23, 2012 – Investment Themes, Risk, Return & Value in Western Canada
Charts That Count – May 10, 2012 – Monetary Malfeasance Insurance
Charts That Count – April 24, 2012 – Student Loans, Another Shoe to Drop?
Charts That Count – March 26, 2012 – Shouting FIRE
Charts That Count – March 19, 2012 – Sell Your Gold If…
Charts That Count – March 12 2012
Charts That Count – February 27 2012
Charts That Count – March 5 2012
February 6 2012 Briefing – Next Time The Market Should Set Interest Rates
Agcapita 2011 Investor Update
January 2012 Briefing – Water, Water Everywhere and not a Drop to Drink
January 2012 Briefing – Spare a Moment for the Real Economy
January 2012 Briefing – Trees, Meet the Forest
December 2011 Briefing – Leverage is Dead, Long Live Value Investing
December 2011 Briefing – Where’s the Counter-party Risk in Your Portfolio?
November 2011 Briefing – Keynesian Wreckonomics World Tour 2011
October 2011 Briefing – Pensions Funds and Hobson’s Choice
September 2011 Briefing – Start Thinking About EROEI
August 2011 Briefing – US Downgrade is a Surprise?
May 2011 Briefing – Robbing Peter to Pay Paul
October 2010 Macro Briefing – Race to the Bottom – Global Currency Devaluations
September 2010 Briefing – Standing in the Bucket Trying to Lift Yourself Up
July 2010 Briefing – Demographics are Destiny
April 2010 Briefing – “Stag-then-flation”
November 2010 Briefing – Exchange Rates or Interest Rates?
December 2010 Briefing – Is This a Recovery? Real or Nominal?
May 2010 Briefing – The Battle of the Politicians and the Markets
January 2011 Briefing – Thoughts on 2011
March 2010 Briefing – Productive Capital versus the Money Supply
February 2011 Briefing – Two ways to be fooled
March 2011 Briefing – Oil Prices, Positive Feedback Loops and…
April 2011 Briefing – Bull Market in Unintended Consequences Continues

 
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