Positioning Recommendations - February 25th, 2022
The tanks roll, oil rolls over, and tech roars back! This is not exactly what a rational investor would have expected…
Putin on the Blitz
Let me be the first to admit, the full-on invasion of the Ukraine is not what I thought was the…
Planning for Medical Costs in Retirement
Healthcare continues to be one of the largest expenses in retirement. While many other types of expenses tend to fall…
Positioning Recommendations - February 18th, 2022
Another week, another tech wreck. For growth investors, the echoes with 2000 are becoming deafening. Battered high P/E stocks, which…
Bubble 3.0, Chapter 7; What Price Bubblenomics?
The election of Donald Trump in 2016 was one of the biggest political upsets in US history. Besides his unlikely…
The US Cash Cushion
The US economy is on course to undergo two major transitions this year. First, interest rates will go up as…
Bubble 3.0, Chapter 4; The Bubble That Keeps on Punishing
Do you ever wonder how we got into this mess? By that I mean the situation where the Fed has…
Positioning Recommendations – February 11th, 2022
As I hope all EVA Positioning Recommendation (PR) recipients are aware, our normal Evergreen Virtual Advisor newsletters are being switched…
Bubble 3.0, Chapter 2, The Worst Kind Of Bubble
Greetings, EVA and “Bubble 3.0” readers! Thank you for your continuing interest in this project. Based on the flood of…
Positioning Recommendations – February 4th, 2022
The Most Dangerous Chart on Wall Street? Yes, I admit it. The following image doesn’t look very scary–especially not compared…