February 11, 2011
“You can never say never, but I cannot imagine a convincing argument for further quantitative easing after this round, given…
February 4, 2011
“No persons are more frequently wrong than those who will not admit they are wrong.” -Author FRANCOIS DUC DE LA…
January 28, 2011
“The mood in the market is better, but the fundamental problems of the euro zone remain unresolved.” – NOUIEL ROUBINI,…
January 21, 2011
“There’s clearly a buyers strike in the market for state and local government debt that is largely based on fear…
January 14, 2011
“The aggressiveness of our accommodative policy may soon backfire on us if we don’t begin to gradually reverse course.” –…
January 7, 2011
“The most reliable way to anticipate the future is by understanding the past.” -JOHN NAISBITT, Megatrends Author Special message: First,…
Evergreen Virtual Advisor
Click here to view as PDF. “Could or would a state default? Not really―Illinois is probably in the worst shape, and…
Evergreen Virtual Advisor
Click to view as PDF. “Indeed, the euro must still be one of the greatest shorts out there—what sort of…
Evergreen Virtual Advisor
Click here to view as PDF. “Pessimism is so often wrong because people assume a world where there is no change…
Evergreen Virtual Advisor
Click here to view as PDF. “The US as a net debtor is one of the oldest canards.” -GaveKal Research’s…
June 21, 2010
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