Recent Articles
The Nothing Beyond
Back in early September, we ran a fascinating interview with Rick Davidson, former CEO and President of Century 21. In…
Special Edition EVA: The Stealth Bear Market
It never ceases to amaze me how conditions can change almost instantaneously in the stock market. It was only a…
How to Defend Against Cyber Attacks
For many, the holiday season is a special time to pause and reflect on things that are important. It is…
Bubble 3.0: The Upside of Downside (Chapter 7)
At the beginning of 2018, we initiated a new EVA series titled “Bubble 3.0” with excerpts from David Hay’s upcoming…
The Uphill Struggle for Equities
This week started on another low note, as US equities tumbled on weakness in energy and tech. On Tuesday, the…
Briffits & Squeans, Blurgits & Plewds
How soon we forget. George Santayana long ago wrote these immortal words: “Those who cannot learn from the past are…
The Future of Tech Regulation
One of the reasons for the proliferation of technological innovation within the United States over the last several decades is…
Quarterly Webinar with David Hay (November 2018)
In this exclusive Quarterly Webinar, David Hay discusses what's happening in the housing market, credit spreads and US treasuries, small…
Are We Still in a Bull Market?
This week, we nearly attempted the delicate dance of running two chartbooks concurrently – one from our partners at Gavekal,…
Siegel vs. Shiller: Is the Stock Market Overvalued?
In this week’s Guest EVA, we’ve got two of the financial world’s heaviest heavyweights weighing in on one of the…
Bubble 3.0: What Could Go Right
At the beginning of 2018, we initiated a new EVA series titled “Bubble 3.0” with excerpts from my upcoming book…
An Intelligent Dilemma
Last week, I had the good fortune of hearing two thought-leaders speak at separate events. One gentleman I listened to…