Recent Articles
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…
Seizing the Moment for Artificial Intelligence
The main buzzwords in today’s tech space are IoT (Internet of Things), Big Data, Cyber Security, Cloud Computing, Blockchain, and…
Bubble 3.0: The Biggest Bubble Inside the Biggest Bubble Ever
Are US stocks more overvalued than at any other time except 1929 or 1999? Or are they even more expensive?…
The Oil Market’s Massive Repricing
Life is full of ironies and there may be no more vivid example of that today than in the oil…