Quarterly Webinar with David Hay (November 2018)
In this exclusive Quarterly Webinar, David Hay discusses what's happening in the housing market, credit spreads and US treasuries, small…
Are We Still in a Bull Market?
This week, we nearly attempted the delicate dance of running two chartbooks concurrently – one from our partners at Gavekal,…
Siegel vs. Shiller: Is the Stock Market Overvalued?
In this week’s Guest EVA, we’ve got two of the financial world’s heaviest heavyweights weighing in on one of the…
Bubble 3.0: What Could Go Right
At the beginning of 2018, we initiated a new EVA series titled “Bubble 3.0” with excerpts from my upcoming book…
An Intelligent Dilemma
Last week, I had the good fortune of hearing two thought-leaders speak at separate events. One gentleman I listened to…
Seizing the Moment for Artificial Intelligence
The main buzzwords in today’s tech space are IoT (Internet of Things), Big Data, Cyber Security, Cloud Computing, Blockchain, and…
Bubble 3.0: The Biggest Bubble Inside the Biggest Bubble Ever
Are US stocks more overvalued than at any other time except 1929 or 1999? Or are they even more expensive?…
The Oil Market’s Massive Repricing
Life is full of ironies and there may be no more vivid example of that today than in the oil…
Real Estate Realities
In August 2017, we gave our readers a unique opportunity to hear about the future of retail from Nordstrom’s Co-President,…
Clogging China’s Cash Pipeline to Silicon Valley
Most coverage of the mounting US-China strategic tensions has focused on tariff threats. Equally significant are moves by the US…