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