Year-End Tax Memorandum
By Wm. Kelly Sterling As another challenging year ends, it is important to keep abreast of changes in the tax…
What Really Matters?
By Howard Marks There are few figures in our industry that I consider “can’t miss” contributors in terms of financial…
Unicorns Surprise Despite Slowdown in Activity
1audio {“id”:11132} –> Over the past four years, we’ve published a popular series highlighting a handful of Initial Public Offerings…
The FTX Bezzle
By Louis Vincent-Gave Almost 70 years ago, John Kenneth Galbraith explained that during a bull market there is a period…
Updated Guidance for Inherited IRAs
When the SECURE Act went into effect in 2020, it significantly changed how beneficiaries take required minimum distributions (RMDs). [1]…
Are Markets Right About Inflation?
By Tan Kai Xian Today we publish our Strategy Monthly chartbook, which argues that after a year of inflation being a singular…
The Fed Wrecking Ball
In this edition of Evergreen Chartbook, we dive into the Fed’s aggressive tightening campaign that has been both the sharpest…
Venture Debt Loses Steam in Q3
1audio {“id”:10077} –> For early-stage growth companies, capital is the lifeblood that enables a company to meet its product and…
Year-End Planning Checklist
2022 has been a year of significant market turbulence, which has left many feeling cautious about the markets and concerned…
Was That The Whale?
By Louis-Vincent Gave Throughout this year, I have argued that the world has entered a new liquidity crisis and an…