Adventures in Finance: Things I Got Wrong
This week's EVA brings a special opportunity to hear from David Hay, Grant Williams, and Aaron Chan in an Adventures…
Wise Guys vs. Wise Men
In this exclusive Quarterly Webinar, David Hay reviews what's happening with the economy, inflation, bonds, energy and the stock market.…
The Strangulation of Enterprise
Zero interest rates have made a great many people a great deal richer. But paradoxically they have strangled wealth creation.…
The North Korea EMP Threat
To Seattleites, the initials EMP stand for Experience Music Project, funded and founded by Microsoft co-founder and mega-billionaire Paul Allen.…
Retail Realities (Part II)
In one of the most surprising plot twists in e-commerce history, technology giant Amazon.com piloted a physical bookstore concept in…
Retail Realities (Part I)
This week’s EVA brings a special opportunity for Evergreen to sit down with Nordstrom’s Co-President, Erik Nordstrom, and ask ten…
Cycles (Still) Happen
Since the global financial crisis erupted nearly 10 years ago, central banks have drenched the financial system with more than…
Passive Regression
Much has been written in this publication’s pages about “ETF-mania” and the rise of passive investing. In fact, devoted readers…
Pull it Together, Dave! (Part 2)
This week’s EVA is a continuation of last week’s “Pull It Together” issue. The main idea is to summarize the…
Pull it Together, Dave! (Part 1)
Every so often, I like to summarize our “CinemaScope” view of current conditions. Perhaps these days it should be called…