Recent Articles
Quarterly Webinar with David Hay (April 2017)
In this exclusive Quarterly Webinar, David Hay reviews what happened in the market last quarter and provides insight into his…
EVA Survey Results
Recent populist-driven election results underscore the truth that a race cannot be called until every vote is tallied. Remember the…
Buy-and-hold, the path to Gold?
Buy-and-hold, the path to gold? Nearly 25 years ago, Jeremy Siegel’s book, “Stocks for the Long Run,” hit the market.…
The Great Inflation Debate, Take Two
The Great Inflation Debate, Take Two. In our February 17th Chartbook EVA, we entered into the always hotly contentious realm…
Health Care Reform, The Profit Illusion, and Hedges in a Bull Market
The sampler. This week’s edition of the Evergreen Virtual Advisor is a trilogy of recent short articles by three of…
Common Misconceptions in the Market
Introduction This week’s edition of the Evergreen Virtual Advisor (EVA) is a return to one of our most popular formats,…
Fed Storm Rising
Fed Storm Rising. It’s been roughly 13 years since I borrowed—and modified—that title from Tom Clancy for our old hardcopy…
The Opinion Exchange
The Opinion Exchange. One of our primary goals with this newsletter is to provide our readers with a wide range…
Strange Bedfellows: Angry Voters and Market Highs
Strange bedfellows: angry voters and market highs. It might seem odd, in the midst of the rampant bullishness engulfing markets…
Time for a Surreality Check
Time for a surreality check. Somehow, I don’t think I’m alone in waking up on certain mornings wondering into what…
The Great Inflation Debate
In the world of inflation, expectations are important. If you ask most people in the US what they believe inflation…
Heed the Fed’s Balance Sheet Banter
It is odd how a single event can cause some notable leopards to change their spots. In this case, the…