Buying at the Point of Maximum Pessimism: Six Value Investing Trends from China to Oil to Agriculture

Index

A

adjustable-rate mortgages (ARMs), 29–31, 53–54

agribusiness, 161–163

Brazil, 152–160

agriculture

arable land

Brazil, 152

China, 147–148

farm equipment market, 162

production and consumption, China, 147–151

water, China, 148–151

AIG, 63–67, 75

AIGFP (AIG Financial Products), 64

Alt-A mortgages, 29

alternative energy, 191–192, 195

carbon sequestration, 197

coal, 196

GTL (gas to liquid), 198

natural gas, 198

syngas, 194

American Recovery and Reinvestment Act of 2009, 76

Americas, water, 148

animal spirits, 84

aquaculture, 210–215

arable land

Brazil, 152

China, 147–148

Argentina, tractors, 162

ARMs (adjustable-rate mortgages), 29–31, 53–54

Asia

educational services companies, 237–238

fish consumption, 207

oil demand, 166

Asian tiger model, ...