A Tidal Wave of Bad News Hits Donald Trump
by Greg Valliere, AGF Management Ltd. HOW’S THIS FOR A REALLY BAD DAY? Donald Trump may not get…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
All Eyes on California Tonight; Coronavirus Stimulus Options
by Greg Valliere, AGF Management Ltd. WE’RE HEARING THAT BARACK OBAMA was on the phone all day yesterday,…
Medicine for the Coronavirus? Plus, Bernie is Still the Favorite
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere March 2, 2020 Print WE WOULDN’T…
Five Positives Among the Carnage
by Greg Valliere, AGF Management Ltd. A CONTRARIAN VIEW: Obviously this has been a horrible selloff, and obviously…
The Coronavirus and the Federal Reserve; What Happens After South Carolina?
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere February 27, 2020 Print PRESIDENT TRUMP’S…
Happy Talk Vs. Reality — Washington Stumbles on the Coronavirus
by Greg Valliere, AGF Management Ltd. A DISTURBING PATTERN IS RECURRING: Donald Trump appears to be muzzling the…
Bernie Sanders Hits a Pothole; Trump and the Coronavirus
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere February 25, 2020 Print PERHAPS THE…
Mick Mulvaney Criticizes the GOP on Deficits and Immigration — Jeopardizing His Job
by Greg Valliere, AGF Management Ltd. WASHINGTON IS BUZZING OVER comments made this week by White House Chief…
On to Milwaukee!! Five Takeaways from Last Night
by Greg Valliere, AGF Management Ltd. IT WAS CRINGE-INDUCING, it was great theater, it was nasty — welcome…
Pardon Us Also — Correcting our Electoral College Projection; Plus — Mike Bloomberg, Wall Street Foe?
by Greg Valliere, AGF Management Ltd. A CORRECTION: With Washington buzzing about pardons, we ask our dear readers…
Could Bernie Sanders Win the Presidency?
by Greg Valliere, AGF Management Ltd. FOR A STOCK MARKET THAT DOESN’T WORRY ABOUT MUCH, how’s this for…
Donald Trump's Post-impeachment Calculation
by Greg Valliere, AGF Management Ltd. HUBRIS, THE FATAL FLAW IN WASHINGTON: Donald Trump did not learn any lessons…
A Contested — or Brokered — Convention Looms for the Democrats
by Greg Valliere, AGF Management Ltd. GET OUT THE HISTORY BOOKS: We’ve been doing some digging this morning…
Election Results Tonight Will be Memorable; Revising GDP Sharply Lower
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere February 11, 2020 Print A TRANSFORMATIONAL…
Two Enormously Flawed Assumptions in the Trump Budget
by Greg Valliere, AGF Management Ltd. WE’VE THOUGHT FOR YEARS that mid-winter presidential budgets from either party weren’t…
