Forget Impeachment — Congress Agrees on a Major Compromise
by Greg Valliere, AGF Management Ltd. AMID THE IMPEACHMENT DIN, there’s real news from Washington as Congress races…
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...
The Only Issue That Matters for U.S. Markets This Week
by Greg Valliere, AGF Management Ltd. THIS COULD BE A VERY INTERESTING WEEK, with an FOMC statement that…
Here We Go Again — Donald Trump vs. Jerome Powell
by Greg Valliere, AGF Management Ltd. Late Edition SOME QUICK OBSERVATIONS after this morning’s blowout jobs report .…
Biden’s Tax Hikes; Democrats’ Gender Problem; Trump Vs. Trudeau
by Greg Valliere, AGF Management Ltd. WE HAVE PLENTY OF NON-IMPEACHMENT ISSUES to rant about this morning, so…
A Look at the First Four Races Before Super Tuesday — It’s Way Too Early to Write Off Joe Biden
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere December 4, 2019 Print THE PACE…
A Great Puzzle — Why Are Democrats Persisting on Impeachment?
by Greg Valliere, AGF Management Ltd. A RUNAWAY TRAIN: A draft impeachment report is due out today, and…
Forget the Background Noise — The Economy is the Big Story
by Greg Valliere, AGF Management Ltd. WHAT A BUZZ-KILL YESTERDAY after a quiet Thanksgiving weekend — the Sunday…
Will the GOP Firewall Hold? A Look at 2020 Senate Races
by Greg Valliere, AGF Management Ltd. ALL THE FOCUS ON 2020 ELECTIONS seems to be on the presidential…
One Major Issue When Congress Returns; Plus, the Bloomberg Candidacy
by Greg Valliere, AGF Management Ltd. CONGRESS IS GONE, MERCIFULLY, UNTIL NEXT MONDAY, with less than three weeks…
Nancy Pelosi Never Wanted This — Impeachment Has Energized the Republicans
by Greg Valliere, AGF Management Ltd. SAY WHAT YOU WILL about Nancy Pelosi, but there’s little doubt that…
What Was Mike Bloomberg Thinking Last Night? Plus, Gordon Sondland’s Impact
by Greg Valliere, AGF Management Ltd. AN OPENING FOR BLOOMBERG: We applied the following standard while watching the…
China Trade Deal Looking Less Likely; The Pete Buttigieg Craze
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere November 20, 2019 Print WON’T GET…
Impeachment Takes a Back Seat to Trump Health Speculation
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere November 19, 2019 Print FOR A…
I’m Sorry — But Am I Sincerely Sorry?
by Greg Valliere, AGF Management Ltd. PEOPLE WILL SAY THE DARNEDEST THINGS in order to get elected. Apparently…
Our Monthly Update on the Democrats’ Campaign — Uncle Joe, the Comeback Kid
by Greg Valliere, AGF Management Ltd. LOTS TO FOLLOW THIS MORNING: Growing chances of a deal by next…
