How much does the stock market have left in the tank?
Click here to view as PDF. “But we are restricted from investing in that wider range of assets…it could be…
When the spread isn’t the thing.
Click here to view as PDF. “Central banks are the largest blind buyers in the world, accumulating trillions of dollars…
FROM THE NEW NORMAL TO THE NEW CRAZY
Click to view as PDF. “Monetary policy is not a panacea…Most of the policies that support robust economic growth in…
THE RETURN OF US FISCAL POLICY, THE OTHER PROPERTY INVENTORY PROBLEM IS EVEN BIGGER, AND I MUST ADMIT THAT I’M CONFUSED
Click to view as PDF. “We can’t solve problems by using the same kind of thinking we used when we…
Thermonuclear blast from the past.
Click here to view as PDF. “One way to make sure crime doesn’t pay would be to let the government…
IS THE OIL CORRECTION OVER?
Click here to view as PDF. “He who lives by the crystal ball will eat shattered glass.” -Hedge-fund titan, Ray…
How Wall Street stole $100 Billion from investors and no one noticed
Click here to view as PDF. INTRODUCTION This week’s edition of the Evergreen Virtual Advisor (EVA) is a return to…
Gavekal
Click to view as PDF. “Just because a reversal of something unsustainable hasn’t happened yet doesn’t mean it won’t.” …
Quarterly Webinar (August 2016)
Click here to view as PDF. “In economics, things take longer to happen than you think they will, and then…
Don’t Fight the Spread.
Click here to view as PDF. “I never give them hell. I just tell them the truth and they think…