The Narrative Shifts So Far In 2025
In a recent interview, Steve Bannon, former adviser to Donald Trump, explained that the president’s strategy is to make every day…
Investors Need to Have Their Trump Cards Ready….
Changes in the political landscape can play a varying role in our decision-making when it comes to investing in our…
ChatGPT vs. DeepSeek: Two Generative AI Models Square Off
Investors started the week grappling with a significant shift in the Artificial Intelligence (AI) landscape. The unveiling of DeepSeek’s R1…
Are US Tariffs A Tool Or A Goal?
Note: This article was published in November, and some of its content may be slightly outdated as it reflects the…
IPOs to Watch in 2025
The Initial Public Offering (IPO) market is important for investors to monitor because it’s the bridge that connects private and…
David Hay and Jeff Dicks Discuss the Economy, Markets, and Income Investing with David Lin
In a thought-provoking interview with David Lin, financial strategists Jeff Dicks and David Hay, Evergreen’s Co-CIO’s, tackle some of the…
The Roundtable Insight – Louis-Vincent Gave and Yra Harris
This week we present an interview with Louis-Vincent Gave of Gavekal and Yra Harris, a seasoned macro-global trader and frequent…
Will the IPO Market Build Momentum in 2025?
This time last year, we explored whether the IPO market would rebound in 2024 after several challenging years. The article…
The Drivers Of US Inflation
In 2018, Donald Trump decreed that no one would be allowed to sell high- end semiconductors to China any more.…
Cryptocurrencies Win Big on Election Night
Cryptocurrencies have undergone an astonishing evolution over the past 15 years. What began with Bitcoin’s (BTC) launch in January 2009…
Behind The Bond Sell-Off
TLT.US, the long-dated US treasury ETF, is back trading below its 200-day moving average, and on current form is looking…
Continuation Funds: A Strategic Pivot Towards Liquidity in Venture Capital
Liquidity has always been a significant challenge for early- and growth-stage venture investments. In recent years, this challenge has intensified,…