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Politics
100 posts
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Midterm Elections Are Bullish Even In A Bear Market
by Lance Roberts, RIA With the midterm elections behind us, does the market outlook improves given a now…
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...
Moderating Inflation plus Purple Mud rock the Markets
by Hubert Marleau, Market Economist, Palos Management November 12, 2022 In October, the Consumer Price Index (CPI) rose…
Biden Unscripted is a Verbal Mine Field
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives IT’S NO SECRET that Joe Biden’s advisers cringe…
Elections Are Still All About Donald Trump: Here’s Our GOP Top Ten
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives THERE WERE NO CLEAR TRENDS LAST NIGHT except…
In the Doghouse Over Ukrainian Sanctions: China, India, Israel, Germany
by Greg Valliere, AGF Management Ltd. UKRAINE CONTINUES TO IMPRESS with its military deftness, striking the flagship Russian…
New Polls Show Unity on Ukraine, Support Rising for Joe Biden
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives AFTER MONTHS OF DIVISION on every topic from…
Vladimir Putin Is Losing the War
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives PRESS REPORTS YESTERDAY indicating that key Ukrainian cities…
Hugh Hendry: Big Macro Fault Lines
Listen on The Move Recorded February 18, 2022 Hugh Hendry, a.k.a. The Acid Capitalist, and Founder of the…
Washington Is Polarized on Ukraine — Already
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives IT DIDN’T TAKE LONG for partisanship over Ukraine…
5 keys to investing in 2022
by Rob Lovelace, Vice Chair and President, Diana Wagner, Equity Portfolio Manager, Mike Gitlin, Head of Fixed Income,…
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…
Senate Parliamentarian Throws a Hand Grenade; The Fed Begins Asset Sales
by Greg Valliere, AGF Management Ltd. THE ABILITY OF CHUCK SCHUMER AND DEMOCRATS to use the budget reconciliation…
A Persistent Headache for Joe Biden — Geopolitics
by Greg Valliere, AGF Management Ltd. THE NEW PRESIDENT has won passage of a huge Covid relief bill…
Wall Street Backs Biden — Be Careful What You Wish For
by Greg Valliere, AGF Management Ltd. A PUZZLE: Why are banks and brokerage houses contributing far more to…
