The Instant Classic
In his popular book, Misbehaving: The Making of Behavioral Economics, Richard Thaler suggests that, “Many people have made money selling…
The Mysterious Case of the Elongated IPO
Ben Horowitz, famed entrepreneur and venture capitalist, once quipped that as a startup CEO he “slept like a baby [because…
Bubble 3.0: The Post-Retirement Society
Many social commentators, probably rightly, assert that Western culture is in the post-phase: Post-modern, post-religion, post-civility, post-bipartisan, post-patriotic, post-prudence, post-hope,…
The U.S.-China Showdown
A couple of weeks ago you read Gavekal Research's piece, Investing for a New Cold War. Today on the Evergreen…
Investing For A New Cold War
As is often the case in the current news environment, the endless headlines surrounding the relations between the United States…
Chartbook
In just six months, the Fed went from hiking interest rates to, as of last week, opening the doors for…