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
- Tweets6.7K
- Following814
- Followers3.6K
- Likes2.1K
Pinned Tweet
ACGA has launched our new website!
Visit: acg-analytics.com. Our redesigned site offers easier access to research, updates on policy issues we’re tracking & our latest global engagements.
Clients: email [email protected] for access to our research portal/iOS app.
Managing Partner @davidametzner enjoyed visiting the AUSA Show with clients. HANWHA wins Army howitzer prototype and more drones!
Busy times at ACG Analytics: @davidametzner and Molly McGrady joined clients in Brussels to visit with key competition leaders on a shift to more European champions. From there, they headed to London to talk mergers, macro and midterms.
Our team had a wonderful time visiting Albuquerque and Santa Fe! @davidametzner and Molly McGrady especially enjoyed learning more about the incoming energy investments in New Mexico.
It was a pleasure for our Managing Partner @davidametzner to visit the Paramount lot and experience a century of cultural impact and American storytelling. Getting to visit such iconic locations is always one of the most rewarding parts of our work!
A big thank you to our summer interns for all their hard work and enthusiasm over the past few months! It’s been a pleasure having them on the team and watching them learn, grow and make a meaningful impact. Wishing them continued success and all the best in the journey ahead!
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
Our Summer Session I interns enjoyed lunch with ACGA's @davidametzner where they discussed politics, consulting & David's career journey.
It was a wonderful opportunity to hear about David's experiences & receive valuable advice as they prepare for their own professional careers!
ACG Analytics retweeted
Great to join the @MilkenInstitute’s reception for Senate Chiefs of Staff. Beautiful night at their HQ overlooking the Treasury Department.
🚨This afternoon, @BankingGOP advanced crypto market structure legislation (“The CLARITY Act”) by a vote of 15-9.
@SenRubenGallego (D-AZ) and @Sen_Alsobrooks (D-MD) voted in support of the bill alongside all Republican Committee members.
Bipartisan negotiations will continue.🪙
ACGA’s @davidametzner had a great time attending the @MilkenInstitute Global Conference 2026. It was encouraging to hear discussions around SEC-CFTC cooperation on crypto, along with the opportunity to hear from and meet the innovators behind top AI platforms such as Perplexity.
ACGA's Managing Partner @davidametzner enjoyed visiting Boston last week to connect with clients and advance key conversations around the pending Tegna, Warner Bros. Discovery, and railroad mergers.
It was great for ACGA's @davidametzner and @CR_Czerwinski to be in Brussels last week with clients to get a view of the latest developments in competition enforcement with the leadership of DG COMP, Merger Control, and Foreign Subsidies Regulation (FSR).
#EA #WBD
ACGA’s @davidametzner enjoyed an evening w/ @SecScottBessent, @SenatorHagerty & Amb. Shigeo Yamada celebrating the Japanese Emperor’s birthday & the U.S.–Japan alliance.
A fitting tribute marked by Japan’s generous gift of 250 cherry blossom trees for America’s 250th anniversary.
An evening of friendship w/@SecScottBessent & @SenatorHagerty, two of our most knowledgeable public servants on Japan, & Amb. Shigeo Yamada @JapanEmbDC celebrating the Japanese Emperor’s birthday. Thank you Japan for donating 250 cherry blossom trees for the USA’s 250th birthday.
ACGA's @davidametzner spoke at the @amgerinst Frankfurt Symposium last week.
He examined the U.S. macro outlook for 2026 during Trump’s 2nd year, focusing on trade policy, fiscal priorities & geopolitics.
Thanks to AGI & @PeterRashish for a substantive discussion in Frankfurt.
This week’s Policy Percentages®:
• 70% chance of a partial Gov shutdown in Feb
• 65% chance the Supreme Court overrules Trump on tariffs
• 60% chance crypto market structure passes the Senate this spring
Congressional gridlock. Tariff uncertainty. Measured crypto momentum.
🔔At 2:00pm, the House Financial Services (@FinancialCmte) Subcommittee on Housing will hold a hearing on homeownership and the secondary mortgage market, ft. Ed DeMarco (former FHFA Actg. Dir.) and Michael Bright (Structured Finance Association).
Link: financialservices.house.gov/…
