Skip to content
AG Capital
AG Capital
HomeOur FundsOur PeopleWho We ServePlatform availabilityInitiativesContact UsNewsletters & Media
CallEmail

7th Floor, 20 Vineyard Road,
Claremont, Cape Town, 7708

FSP 43325

From AG Capital

The Diagonal.

Most market newsletters race to be first. The Diagonal doesn’t.

The newsletter

Written by the desk, not the marketing team.

AG Capital’s occasional note on the trades we’re wrestling with, the macro views we’ve revisited, and the corners of the market where consensus feels misplaced.

Sent only when we have a differentiated view that genuinely matters. Free, and you can unsubscribe at any time.

Subscribe to The Diagonal

Free, sent occasionally, and straight to your inbox.

We’ll never share your details. Read our Privacy Policy.

Latest edition

Edition 01 · August 2026. Every edition is kept in the archive, as sent.

View The Diagonal archive
The Diagonal, Edition 01 · August 2026
Edition 01 · August 2026

The Diagonal — Edition 01

Introducing The Diagonal: diamonds, GPUs and the perils of extraordinary profits, plus the Renegade 50/50 case study.

Read the edition
AG Capital
Privacy PolicyComplaintsConflict of InterestPAIA ManualThe DiagonalLinkedIn

AG Capital (Pty) Ltd is an authorised Financial Services Provider, FSP No. 43325. Registration number 2010/012989/07. Registered office: 7th Floor, 20 Vineyard Road, Claremont, Cape Town, 7708. The content of this website is for information purposes only and does not constitute financial advice, nor an offer or solicitation to invest. Past performance is not indicative of future results.

© 2026 AG Capital. All rights reserved.