Section
Policy
202 posts
Congress Struggles as Time Runs Out
by Greg Valliere, AGF Management Ltd. WHAT A PERVERSE IRONY: As Washington reflects on the epic Senate career…
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...
Investors Starting To Realize âStagflationâ Is A Problem.
by Lance Roberts, RIA Investors are slowly waking up to the realization that âstagflationâ is a problem. For…
The Big Picture: A Brief History of the U.S. Debt Ceiling
by The editor's desk, AGF Management Ltd. The U.S. debt ceiling has once again emerged as a top…
The Next 'Crisis': The Debt Ceiling
by Brad McMillan, CIO, Commonwealth Financial After the past several crises, some real and some manufactured, we are…
Inching Toward a Tax and Spending Compromise; The Fedâs Stock Trading Embarrassment
by Greg Valliere, AGF Management Ltd. Inching Toward a Tax and Spending Deal; The Federal Reserveâs Stock Trading…
The Dealing Begins; $3.5 Trillion Bill Will Get Smaller
by Greg Valliere, AGF Management Ltd. HOUSE DEMOCRATS have already begun to negotiate with themselves on the $3.5…
The Covid Nightmare Continues
by Greg Valliere, AGF Management Ltd. WITH COVID CASES STILL RISING IN SOME STATES, especially among children, Joe…
Fed Tapering: Will it Be Different This Time?
by Kathy Jones, Senior Vice President, Head of Fixed Income Strategies, and Christina Shaffer, Senior Fixed Income Research…
Brian Wesbury: Projecting Government
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios In an ideal world,…
The Democratsâ Wildly Aspirational $3.5 Trillion Bill; Tone-Deaf Obama Birthday Party
by Greg Valliere, AGF Management Ltd. THE $1 TRILLION INFRASTRUCTURE BILL that should pass in the Senate later…
Federal Reserve Folly
by John Mauldin, Mauldin Economics Unneeded Fire Trucks Slamming the Brakes Force-Feeding Liquidity The Right Course Washington, DC,…
Powellâs Testimony and the Inflation Debate
by Hubert Marleau, Market Economist, Palos Management The S&P 500 hit an all-time high on Monday but ended…
How Soon is Now?
by Michael Every of Rabobank How Soon is Now? US bond yields tumbled further yesterday, this time taking…
In Unprecedented Times, Donât Rely on (Obvious) Precedent
by Rick Rieder, CIO, Fixed Income, Russell Brownback, Head of Global Macro Fixed Income, and Trevor Slaven, Portfolio…
Biden's first 100 days and your money
Expect a dramatic departure from the previous administrationâstarting with stimulus. by Fidelity Viewpoints Key takeaways President Biden is…
