Labor Market Lament — I Quit; Key Democrat Announces Retirement
by Greg Valliere, AGF Management Ltd. THE LABOR OUTLOOK IS COMPLICATED BY RETIREMENTS: The key labor dynamic isn’t…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
The Next Big Crisis — Energy; Tax Hikes on the Chopping Block
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: 8 October 12, 2021 Print The Next Big…
October 8th’s Weird Jobs Report
by Greg Valliere, AGF Management Ltd. October 8, 2021 THIS MORNING’S WEIRD DATA had something for everyone, leading…
Kick The Can — Why Default Isn’t An Option
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: 8 October 7, 2021 Print Kick The Can…
“Nuclear Option” On the Table; Backlash Against the Greens?
by Greg Valliere, AGF Management Ltd. Backlash Against the Greens? DESPERATE DEMOCRATS ARE CONSIDERING THE “NUCLEAR OPTION” —…
The Federal Reserve’s Growing Credibility Crisis; The Debt Ceiling Solution
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere October 5, 2021 Print The Federal…
Only Hope for Infrastructure: Fuzzy Math
by Greg Valliere, AGF Management Ltd. NO DEAL IN SIGHT: When Nancy Pelosi proclaimed this weekend that the…
The Dysfunction Persists — Five Key Points
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: 8 October 1, 2021 Print The Dysfunction Persists…
Time for Triage — Avoiding a Shutdown Comes First
by Greg Valliere, AGF Management Ltd. September 28, 2021 REALITY BEGAN TO SINK IN YESTERDAY, as Washington’s warring…
Government Shutdown is Unlikely – Massive Social Spending Bill Heads for Haircut
by Greg Valliere, AGF Management Ltd. September 27, 2021 MIGRAINE TIME: Imagine your worst headache ever, and that…
Fiscal Crisis Update; Semiconductor Shortage May Worsen; Biden Won Arizona!!
by Greg Valliere, AGF Management Ltd. THE THREAT OF A GOVERNMENT SHUTDOWN will dominate the weekend talk shows…
Reeling Biden Floats Trial Balloon on Lower Cost for Infrastructure Bill
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere September 23, 2021 Print Reeling Biden…
A Last-Minute Snag Complicates the Fed’s Tapering Plans
by Greg Valliere, AGF Management Ltd. ONCE AGAIN, THE DYSFUNCTIONAL CONGRESS has complicated the Federal Reserve’s monetary plans.…
Government Shutdown on Oct. 1 Is a Genuine Threat
by Greg Valliere, AGF Management Ltd. September 21, 2021 A GAME OF CHICKEN: This is why people hate…
Inching Toward a Tax and Spending Compromise; The Fed’s Stock Trading Embarrassment
by Greg Valliere, AGF Management Ltd. Inching Toward a Tax and Spending Deal; The Federal Reserve’s Stock Trading…
