Money Talks â Tom Steyer Makes a Move
by Greg Valliere, AGF Management Ltd. OF ALL THE REMAINING DEMOCRATS running for president, the least impressive candidate…
Prepare, Donât 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 wonât come down anytime soon, and the growing correlation between stocks and bonds...
The U.S. Has Secret Weapons in the Mideast; Plus, Nancy Pelosi Angers Senate Democrats
by Greg Valliere, AGF Management Ltd. LOST AMID ALL THE SUB-PLOTS in the confrontation between America and Iran…
Unintended Consequences from an Unstable President
by Greg Valliere, AGF Management Ltd. âALL IS WELL,â Donald Trump proclaimed last night, and the apparent lack…
The Bolton Bombshell and Why Itâs Important
by Greg Valliere, AGF Management Ltd. DEMOCRATS THINK THEY NOW HAVE A CHANCE to seriously wound President Trump…
The Iranian Crisis â Ten Quick Points
by Greg Valliere, AGF Management Ltd. OVERVIEW: After talking this weekend to geopolitical experts, we offer the following…
Game Changer
by Greg Valliere, AGF Management Ltd. A VIOLENT ESCALATION OF HOSTILITIES between the U.S. and Iran is nearly…
Ten Predictions for 2020
by Greg Valliere, AGF Management Ltd. HOPEFULLY YOU HAD A GREAT HOLIDAY: Now itâs time to plunge head-first…
Did Joe Biden Win the Nomination Last Night?
by Greg Valliere, AGF Management Ltd. Industry and Expert Views December 20, 2019 Greg Valliere's daily Capitol Insights…
Grinch Alert â What Could Go Wrong in 2020?
by Greg Valliere, AGF Management Ltd. WEâVE BEEN RELENTLESSLY BULLISH this year â âno recessionâ has been our…
The Bernie Sanders Phenomenon
by Greg Valliere, AGF Management Ltd. GO FIGURE: Heâs 78, had a heart attack recently, sounds angry most…
Five Quick Points on Impeachment
by Greg Valliere, AGF Management Ltd. INVESTORS ARE FOCUSING, of course, on the Goldilocks economy â but in…
What Unites Boris Johnson and Donald Trump? Spending a Lot More Money
by Greg Valliere, AGF Management Ltd. IT WASNâT JUST ABOUT JEREMY CORBYN: Some analysts have attributed Boris Johnsonâs…
The Uncertainties Are Fading â Now What?
by Greg Valliere, AGF Management Ltd. WONâT GET FOOLED AGAIN: So we have a China trade deal â…
Our Monthly Handicapping of the Democratsâ Field â Biden, By Default, with Bloomberg Lurking
by Greg Valliere, AGF Management Ltd. THEREâS BEEN SOME MOVEMENT in the leader board, starting in Iowa, but…
You Canât Make This Stuff Up â Republicans and Democrats are Fighting Among Themselves
by Greg Valliere, AGF Management Ltd. AS THE MEDIA HYPERVENTILATED over an impeachment that will fail, several fascinating…
