Fed Nominees Stall; Dems Consider Gasoline Tax Break; Glimmers of Hope in Ukraine
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives WITH TALKS STALLED between Russia and the U.S.,…
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...
Surprise — The Federal Budget Deficit Turns Sharply Lower
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives WE ALL KNOW that monetary policy will be…
An Enormous Miscalculation Looms in Ukraine
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives DELUSIONAL THAT UKRAINIANS WANT to rejoin mother Russia,…
Inflation Surge Has Three Major Policy Implications
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives YESTERDAY’S TERRIBLE INFLATION REPORT has three major policy…
Another Threat to the Supply Chain
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives MASK MANDATES are likely to end by March,…
Republican Rift is Widening; Extreme Heat for Super Bowl
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives THE DEEPENING RIFT between Republican Senators and the…
Establishment Politicians are in Retreat
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives ESTABLISHMENT POLITICIANS are in retreat, from Ottawa to…
Signs That Joe Biden’s Terrible Slump May Be Easing
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives RARELY HAVE WE SEEN A PRESIDENT’S job approval…
Quick Hits — Sarah Bloom Raskin Faces a Grilling; GOP Divisions on Ukraine; The $30 Trillion U.S. Debt; Sanity in Sacramento
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives SARAH BLOOM RASKIN’s NOMINATION to become the Fed’s…
Could the Economy Stall? Plus, a Health Scare for Democrats
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives AMID ALL THE BREATHLESS PREDICTIONS OF RATE HIKES…
Donald Trump’s Support is Slipping Within the GOP
by Greg Valliere, AGF Management Ltd. MOST REPUBLICANS ON CAPITOL HILL will tell you privately that they have…
Congress Returns to Unfinished Business on Spending
by Greg Valliere, AGF Management Ltd. CONGRESS IS BACK THIS WEEK, facing a very full plate — an…
Thinking About the Unthinkable — A Nuclear Miscalculation
by Greg Valliere, AGF Management Ltd. MILITARY EXPERTS HAVE BEEN RELUCTANT to even whisper about the unthinkable in…
Biden Gets a Life Preserver; Olympics May Delay Ukraine Conflict
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere January 27, 2022 Print JOE BIDEN…
Computer Chip Crisis Persists; Nancy Pelosi Is Running Again
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere January 26, 2022 Print JUST AS…
