Independent investment research firm that advises its clients on how anticipated policy actions will impact their portfolios. We do not give investment advice.
Washington, DC
Joined September 2010
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ACG Analytics retweeted
EU Defense Night: a convincing top down view of increased spending through @EIB & US Venture funds & a chance to hear from actual transatlantic defense startups that are scaling. Next challenge: understanding the US $1T defense market. Pentagon is open to better/cheaper solutions
ACG Analytics retweeted
Great to join the @MilkenInstitute’s reception for Senate Chiefs of Staff. Beautiful night at their HQ overlooking the Treasury Department.
ACG Analytics retweeted
Davos: Day 3. Great to be at Qatar House. The beauty of Davos adds much to the experience! #Davos2026
ACG Analytics retweeted
Interesting to hear Secretary Bessent’s press conference with the international press. #Davos26
ACG Analytics retweeted
When @STUDIOSArch is not winning the best costume award, they were designing the interior of the new JP Morgan Chase headquarters building on Park Avenue.
ACG Analytics retweeted
An honor to attend the Crowning Reception @LUinWashington to celebrate Prince Guillaume becoming Grand Duke. Special ties between our 2 countries as over 5000 Americans & General Patton are interred there due to their effort to liberate the country from Nazi occupation. Merci!
ACG Analytics retweeted
Great to hear economic optimism at the Treasury Department. Big week with passage of the Genius Act and Crypto report coming out this week. Confidence on trade deals as well.
ACG Analytics retweeted
Great discussion at the State Dept on USA and Europe’s joint support for Ukraine. Who is the leader?
ACG Analytics retweeted
Yesterday, AGI, Amerikahaus, Hochschule für Politik at TUM, and TUM School of Management hosted Germany, the EU, and the United States in a New Geoeconomic Order to discuss economic security and technology in the transatlantic relationship.
ACG Analytics retweeted
In London, discussing tariffs and reconciliation with our @ACGAnalytics clients. DC calmer than many believe.
ACG Analytics retweeted
"All Americans need to win, not just those at the top.” Secretary Bessent
Live from @MilkenInstitute conference in Los Angeles!
ACG Analytics retweeted
2 weeks to German elections. @ACGAnalytics investor delegation met with German Bundestag Members, bankers, and business leaders to get a view on leadership change and policy options on ending the German recession.
ACG Analytics retweeted
.@DOGE hats have arrived in Washington a week before the #Trump inauguration. They will undoubtedly be worn by @elonmusk @VivekGRamaswamy at @realDonaldTrump’s swearing in @OMBPress
ACG Analytics retweeted
Great to celebrate the beginning of the 119th Congress w/my good friend @RepFrenchHill Chairman of the @FinancialCmte
ACG Analytics retweeted
Attended @NFL official Munich game Giants v Panthers. Public Diplomacy at its finest. USG used to promote this effort. They should get back into with this with arts, culture and sports
ACG Analytics retweeted
Honored to forecast USA election results for my friends at @KraneShares London investor conference.
ACG Analytics retweeted
We are hosting our 4th Annual International Investment Forum on Wednesday, 9 October, at the Gherkin building in #London. The event will feature leading #investment strategists, diplomats, allocators, and #company executives to discuss the future of #global #investments, #portfolio construction, and #alternative strategies with a particular emphasis on #China’s market outlook and the global #carbon allowance market.
UK financial professionals can register here: rebrand.ly/podkvq4
#ETFs #stocks
ACG Analytics retweeted
The Nvidia vs. AMD ratio points to $NVDA 's extremely well-known MOAT and oligopolistic power in AI. Special thanks to @davidametzner and @ACGAnalytics - we are hosting a call tomorrow:
Did Nvidia Invent AI?
- Encroaching DOJ, Antitrust, and Patent litigation.
See [email protected] for details.
ACG Analytics retweeted
Great to be with the @ACLatAm for their G20 side event w/Brazil’s Minister of Finance @Haddad_Fernando for a conversation on sustainable and climate financing, with the G20 Brazilian Presidency, the Institute for Climate and Society (iCS), and the Wilson Center's Brazil Institute
ACG Analytics retweeted
Honored to be on the Advisory Board of the @AtlanticCouncil's Adrienne Arsht Latin American Center. Washington’s leader in uniting North and South America with Europe.
