Recent Articles
IPOs to Watch in 2024
In May 2019, the inaugural edition of our now-annual “IPOs to Watch” series highlighted a selection of Initial Public Offerings…
Will the IPO Market Rebound in 2024?
Despite initial predictions of a continued market decline from 2022 into 2023, the market has exhibited remarkable resilience this year,…
Long Bonds And A Dovish Fed
After last Wednesday’s pivot by the Federal Reserve, the US dollar slumped, cyclicals rallied hard, gold and precious metal miners…
Insights Into Investing from “Zero to 1”
Investing in emerging technologies isn’t for the faint of heart. This reality became abundantly clear when two leading companies in…
The Fed Pauses…Now What?
A little under a month ago, various Federal Reserve governors started to signal that the US central bank might have…
Soup Up Your Balanced Portfolio, Don’t Take it to the Junkyard!
On October 19th, the Wall Street Journal (WSJ) published an article by Eric Wallerstein entitled, “The Trusted 60-40 Investing Strategy…
The Sustainability of US Debt (Part One)
A political deal may have been cobbled together to keep the US government operating until November, but on Monday treasuries…
IPO Market Gains Momentum
Activity in the Initial Public Offering (IPO) market plays a pivotal role in guiding private market companies and investors alike.…
What Are Banks Saying?
If money represents the lifeblood of the economic world, then commercial banks are the beating heart that pump it around…
Strong Economic Momentum Leads to New Bull Market for Stocks
This edition of Evergreen Chartbook was recorded in a webinar format where Co-Chief Investment Officer Jeff Dicks discusses key charts driving this…
Will Soft Landing Expectations Propel Markets to New Highs?
This week, we’re presenting a thoughtful conversation between David Rosenberg, Founder and President of Rosenberg Research, and David Hay, co-CIO of…
US Treasuries’ ‘Risk-Free’ Status
In downgrading US government debt from AAA to AA+, Fitch cited a fiscal deterioration in the next three years, a…