Recent Articles
THE CHALLENGE FOR EQUITY MARKETS
Click here to view the PDF “Whenever you find yourself on the side of the majority, it is time to…
The Challenge for Equity Markets
This week, we are highlighting some recent insights from Gavekal founder Louis Gave. Below is a brief summary of his…
RUNNING OF THE BEARS
Click here to view as PDF. “Truth has no special time of its own. Its hour is now—always.” – ALBERT…
Will the Fed Put Extend to the Corporate Bond Market?
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Hobson’s Choice
Click here to view PDF. “Tomorrow belongs to those who can hear it coming.” -DAVID BOWIE INTRODUCTION When a choice…
PEAK HUBRIS?
Click here to view PDF. “When a measure becomes a target, it ceases to be a good measure.” -GOODHART’S LAW…
THE MIND: BEAUTY OR BEAST?
Click here to view PDF. “It is human nature to think wisely and act foolishly.” -ANATOLE FRANCE SUMMARY – Despite…
The best laid plans…
Click here to view PDF. “Low interest rates cause secular stagnation: they do not cure it.” -CHARLES GAVE “Negative interest…
REAL VISION TV WITH ART CASHIN
Click to view as PDF. This month’s edition of the Evergreen Virtual Advisor (EVA) Guest issue should be a special…
EUROPEAN DISUNION
Click to view as PDF. SUMMARY This issue of the Evergreen Virtual Advisor (EVA) is our monthly edition of insights…
I’VE SEEN THE FUTURE
Click to view as PDF. “Virtual reality was once the dream of science fiction. But the internet was also once…
QUANTIFYING THE FED’S IMPACT ON THE S&P 500
Click to view as PDF. CHAIRMAN WAXMAN: “You found a flaw?” MR. GREENSPAN: “I found a flaw in the model that…