In 2025, Congress passed one of the most sweeping tax reforms in recent memory: the One Big Beautiful Bill Act (OBBBA). For individuals and businesses alike, this legislation builds on—and in many ways expands—the 2017 Tax Cuts and Jobs Act (TCJA), locking in several key provisions while introducing new tax… Read More

The 2025 CNBC Disruptor 50 list is a powerful reflection of how the AI revolution is redrawing the business landscape and funneling unprecedented levels of venture capital and private equity into transformative startups. Unlike rankings that rely purely on lofty valuations, CNBC’s process gave greater weight to critical measures of… Read More

Despite high hopes for a roaring start to the New Year, the first half of 2025 in Venture Capital (VC) has been marked by caution and uncertainty. A confluence of macroeconomic and geopolitical headwinds – notably trade tariffs and regional conflicts – have weighed on investor sentiment. Several anticipated IPOs… Read More

The economic and market landscape has shifted meaningfully in the past few months. This quarterly market update with Jeff Dicks, Evergreen’s Chief Investment Officer, analyzes the drivers behind the V-shaped stock market recovery—highlighting a resilient yet cooling labor market, rising consumer caution, and changing inflation expectations. He also explores where… Read More

In past reports, we have often argued that the most traumatic events are not always the events that end up casting the longest shadows. For example, anyone aged over 30 remembers where they were on 9/11. Suddenly, it felt as if the world had changed. Yet, economically speaking and in terms of… Read More

The concept of Artificial Intelligence (AI) has existed for decades. The field was formally established in 1956 at the Dartmouth Summer Research Project on Artificial Intelligence, where John McCarthy coined the term. Yet, the groundwork began earlier, with ideas about thinking machines and machine learning surfacing in the 1940s and… Read More

Jesse Felder, of The Felder Report, recently had a conversation with Vincent Deluard, macro strategist at StoneX, who unpacked the drivers behind the structural forces reshaping the global economy.  Deluard argues we’re in the midst of a long-term transition from disinflation to persistent inflation—driven not by central banks, but by runaway… Read More

On May 20, 2025, Governor Bob Ferguson of Washington State signed into law a series of tax increases to address a projected $16 billion budget shortfall. The centerpiece is Senate Bill 5167, a $77.8 billion biennial budget for 2025–2027, marking a 6.5% increase over the previous budget. Key Tax Legislation… Read More

When challenged over a shifting position, John Maynard Keynes famously replied “when the facts change, I change my mind. What do you do, sir?”. In theory, this sounds like sound advice. In practice, the challenge is knowing which facts matter, and which just provide noise. Even more challenging for investors… Read More

Private market investments were the exclusive domain of institutions and ultra-high-net-worth investors for decades. These asset classes are characterized by limited disclosure, high minimum investment thresholds, and long lock-up periods, which have historically made them opaque and difficult for retail investors to access. However, private markets have grown dramatically and… Read More