Greg Valliere
566 posts
The Pushback Against Russia
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere January 24, 2022 Print A FULL-FLEDGED…
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...
Crackdown on Big Tech May Stall, but Wall Street Regulation Will Heat Up
by Greg Valliere, AGF Management Ltd. WITH CONGRESS DIVIDED, AS USUAL, supporters of tougher antitrust regulation of Big…
Biden Press Conference Will Be Remembered for Only One Thing
by Greg Valliere, AGF Management Ltd. JOE BIDEN MADE LOTS OF NEWS last night — especially on his…
A Congressional Scandal, in Plain Sight
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: 8 January 19, 2022 Print MOST OF US…
Supply Chain Gloom; Democrats Look for Re-Set; Ukraine and NATO; Outlook for Fed Nominees
by Greg Valliere, AGF Management Ltd. HOPES FOR A SIGNIFICANT IMPROVEMENT in the supply chain gridlock have faded…
A Whiff of Panic After Joe Biden’s Worst Week as President
by Greg Valliere, AGF Management Ltd. JOE BIDEN HAS STUMBLED through his worst week as president — stung…
Blame Game on Inflation Grips Washington; Spending Loses Support
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives Author: Greg Valliere January 13, 2022 Print THE BLAME…
Anti-Trump Rebellion Gains Momentum
by Greg Valliere, AGF Management Ltd. AN OBSCURE SOUTH DAKOTA SENATOR has generated a firestorm within the Republican…
The Democrats Have a Messaging Problem
by Greg Valliere, AGF Management Ltd. THE AMERICAN PUBLIC is nervous about inflation and confused by mixed signals…
Why Russia May Blink; More Covid Spending; China Tech Woes; Full Employment
by Greg Valliere, AGF Management Ltd. WE’RE FACING AN UNUSUALLY FULL WEEK of economic and geopolitical developments, so…
What Joe Manchin Wants
by Greg Valliere, AGF Management Ltd. WE TALKED WITH A SOURCE close to West Virginia Sen. Joe Manchin…
Fiscal Policy Comes Back Into the Picture; The Shame of January 6
by Greg Valliere, AGF Management Ltd. WHEN IN DOUBT, SPEND MORE MONEY: Even though the omicron variant may…
Biden Polls Plummet; Cautious Optimism From London on Omicron
by Greg Valliere, AGF Management Ltd. IT’S TEMPTING TO PREDICT that President Biden’s long slump — which began…
The Big Difference Between This Year and Last Year
by Greg Valliere, AGF Management Ltd. THE NEW YEAR BEGINS with many of last year’s major themes intact…
Our Top Twelve Washington Predictions for 2022
by Greg Valliere, AGF Management Ltd. LET’S HAVE SOME FUN: We’ll end for this year with our Top…