Recent Articles
Pull it Together, Dave! (Part 2)
This week’s EVA is a continuation of last week’s “Pull It Together” issue. The main idea is to summarize the…
Pull it Together, Dave! (Part 1)
Every so often, I like to summarize our “CinemaScope” view of current conditions. Perhaps these days it should be called…
So We Are in Secular Stagnation…
Long-time EVA readers know that I am an unabashed admirer of my friend and partner, Charles Gave. Recently, I had…
America is Great. Home Country Bias Ain’t.
The US has been a terrific place to invest since 2009. In fact, looking at one of the charts we…
Running of the Bulls
Much has been written in this publication’s pages about a forthcoming correction to the aging bull market. Last month, we…
Peak Oil Demand: Fact or Fiction?
The theme of this week’s EVA revolves around the topic of peak oil demand. Much has been written and debated…
Momentous Minsky
Momentous Minsky. In the aftermath of the global financial crisis, this newsletter praised an economist who never lived to see…
The “I” Word
The “I” word. The word “impeachment” has been thrown around several times in the history of American politics. The first…
Bubbles, Bombs, and Buffett
Better to be lucky... One of this year’s “Unexpected Outcomes” from our January 20th EVA was that the long-comatose French…
Social Security Trust: Time to Invest in the Stock Market?
To Invest, or Not to Invest, that is the Question. The Wall Street Journal recently ran an article debating whether…
Dimon Vision
Dimon Vision. After spending almost four decades in the financial industry, I have many fond memories (along with some of…
Around the World in Eighteen Minutes
Around the world in eighty days eighteen minutes. For all the non-bibliophiles reading this week’s EVA, Around the World in…