Why Donald Trump Isn’t a Shoo-in
by Greg Valliere, AGF Management Ltd. HIDE ALL SHARP OBJECTS from Democrats — they’re despondent after the Iowa…
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...
Joe Biden’s Campaign is Imploding
by Greg Valliere, AGF Management Ltd. NO ONE WILL EVER KNOW WITH CERTAINTY who won the Iowa caucuses,…
The Window Widens for Mike Bloomberg
by Greg Valliere, AGF Management Ltd. LAST NIGHT’S DEBACLE IN IOWA allows candidates to make up their own…
A 1.5% Economic Growth Pace — How Will the White House Respond?
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere February 3, 2020 Print THE GROWING…
The End is Near
by Greg Valliere, AGF Management Ltd. JUST A QUESTION OF WHEN: The acquittal of Donald J. Trump, which…
The Democrats’ Worst Nightmare — Bernie Sanders is Surging
by Greg Valliere, AGF Management Ltd. BERNIE SANDERS, MAKING HIS MOVE: Flush with plenty of money, boosted by…
Donald Trump Gives Democrats a Late Christmas Present
by Greg Valliere, AGF Management Ltd. DEMOCRATS IN THIS TOWN have been hand-wringing about their prospects in the…
Our Monthly Update — Joe Biden Still Leads for Democrats' Nomination
by Greg Valliere, AGF Management Ltd. GETTING NASTY IN IOWA: The caucuses are less than two weeks away,…
The Tariff Wars Aren’t Over, and Why Hillary Clinton Hates Bernie Sanders
by Greg Valliere, AGF Management Ltd. THERE ARE MORE INTERESTING STORIES THIS MORNING than the impeachment snooze-fest; the…
Could Republicans Acquit Trump — And Lose the Impeachment Battle?
by Greg Valliere, AGF Management Ltd. THERE ARE TWO DISTINCTLY DIFFERENT FIGHTS over impeachment. The first is the…
Amid Yesterday’s Drama, Mike Bloomberg Visits Washington
by Greg Valliere, AGF Management Ltd. IT WAS A DRAMATIC DAY: The beginning of the impeachment trial amid…
The Post-Impeachment Landscape — Issues to Watch
by Greg Valliere, AGF Management Ltd. THE IMPEACHMENT TRIAL effectively begins today, amid new drama — fresh evidence…
Why the Markets May Breathe Easier About November
by Greg Valliere, AGF Management Ltd. AFTER LAST NIGHT’S INCONCLUSIVE DEBATE, it strikes us that only three candidates have…
Rocky Start for Trump as Impeachment Process Begins — But He Gets a Trade Deal This Week
by Greg Valliere, AGF Management Ltd. NEVER MIND: After insisting during the holidays that he welcomed a Senate…
Crucial Debate Tomorrow for Reeling Democrats, As Mike Bloomberg Lurks
by Greg Valliere, AGF Management Ltd. WHAT A SCENARIO: Facing a sudden surge by Bernie Sanders, Democrats running…
