Recent Articles
‘Peak Politics’: Another Chance to Buy the Dip?
Given the spectacle that played out in Singapore at the beginning of this week, it’s easy to forget the state…
Bubble 3.0: How Did We Get Here? (Part II)
The ongoing EVA series with excerpts from my upcoming book (tentatively titled “Bubble 3.0, How Central Banks Created the Next…
Bubble 3.0: How Did We Get Here? (Part I)
At the end of 2017, we initiated a new EVA series titled “Bubble Watch” where we went as far as…
Know What You Don’t Know
Sometimes our newsletter has been accused of writing too technically about financial markets. Truth be told, it’s a constant juggling…
Democracy in Crisis
Generally speaking, the purpose of EVA is to communicate Evergreen’s overall outlook on the markets and economy. We tend to…
The Small Cap Police
It’s been nearly a year since our newsletter last touched on the passive investing phenomenon. And yet, despite its absence…
Why a Curve Inversion Matters
A recurring theme in various EVAs over the years is the importance of the yield curve. Sorry, I know a…
How Could They Have Been So Stupid?
It’s time for a couple of firsts. The first “first” is that I’ve never before written an introduction to an…
Quarterly Webinar with David Hay (April 2018)
In this exclusive Quarterly Webinar, David Hay reviews what's happening with MLPs (Master Limited Partnerships), the bond market, inflation and…
The Trump Trade Tirade, Part II
The original idea for this week’s EVA was to compile a list of “winners” and “losers” should the escalating trade…
Facepalm
The second quarter of 2018 kicked off with a bang as growing tensions in technology and trade sent investors searching…
Collision Course?
Have you ever wondered what causes recessions and their close cousins, bear markets? In this month’s Gavekal Evergreen Virtual Adviser…