Recent Articles
Fed Storm Rising, Part II
Nearly one year ago to the week, this newsletter made the wild-hair case that the Fed was serious about raising…
The Trump Trade Tirade
In an echo of the early February market meltdown, panic unexpectedly shook markets as President Trump unleashed the opening salvo…
The Seven Deadly Sins of AI Predictions
On September 22, 2017 we ran a piece from one of our trusted partners at Gavekal titled “Robots Everywhere, But…
A “Once in a Generation” Shift
This month’s Gavekal EVA is a body slam worthy of World Wrestling Entertainment (WWE), at least for those who expect…
Going For Gold
The 2018 Winter Olympic Games are nearly behind us, and so is the latest chase for the ultimate sports prize:…
Unexpected Outcomes
First, please accept my apologies for a slightly delayed edition of our annual Unexpected Outcomes Evergreen Virtual Advisor. However, as…
The Biggest Bubble Ever
In this exclusive Quarterly Webinar, David Hay talks about “the biggest bubble ever” (0:20), the economy (5:38), the stock market…
Big Questions (Part 2)
Another EVA, another chance to read the thoughts of one of the planet’s smartest men, Anatole Kaletsky! This week’s issue…
Big Questions (Part 1)
The year 2018 is still in its infancy, but some of the hot-button questions of late-2017 have been (or are…
Bracing Yourself for a Possible Near-Term Melt-Up
Into the Wild Blue Yonder. It’s not often that I get a chance to send out one of our newsletters…
Evergreen Roundtable 2018
The Evergreen Virtual Advisor is nearly 10,000 subscribers strong, up from just 500 readers, 7 years ago. Roughly 10% of…
Taking Back the Internet
On December 14th, 2017 the Federal Communications Commission (FCC) ruled in favor of overturning Obama-era net neutrality regulations by a…