General

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The Sting

1image {“align”:”right”,”id”:12507,”width”:236,”height”:132,”sizeSlug”:”large”,”linkDestination”:”custom”} –> You asked for it, you got it!     In this case, that old Toyota tagline doesn’t apply to…

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Positioning Recommendations – March 4th, 2022

Will the nightmares ever stop?  After two years of coping with a global pandemic, humanity is now faced with images…

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The Semi Shortage Faces New Headwinds

Semiconductors have been described as “the brains of modern electronics.” The small but powerful chips are a critical component to…

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Is the Buyback Bubble Ready to Burst?

1image {“align”:”right”,”id”:12474,”width”:180,”height”:100,”sizeSlug”:”large”,”linkDestination”:”custom”} –> This introduction to the latest chapter of Bubble 3.0 gives me the opportunity to highlight one of…

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Positioning Recommendations – February 25th, 2022

The tanks roll, oil rolls over, and tech roars back! This is not exactly what a rational investor would have expected…

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Putin on the Blitz  

1image {“align”:”right”,”id”:12457,”width”:171,”height”:95,”sizeSlug”:”large”,”linkDestination”:”custom”} –> Let me be the first to admit, the full-on invasion of the Ukraine is not what I…

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Planning for Medical Costs in Retirement

Healthcare continues to be one of the largest expenses in retirement. While many other types of expenses tend to fall…

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Positioning Recommendations – February 18th, 2022

Another week, another tech wreck.  For growth investors, the echoes with 2000 are becoming deafening.  Battered high P/E stocks, which…

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Bubble 3.0, Chapter 7; What Price Bubblenomics?

1image {“align”:”right”,”id”:12420,”sizeSlug”:”full”,”linkDestination”:”custom”} –> The election of Donald Trump in 2016 was one of the biggest political upsets in US history.…

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The US Cash Cushion

The US economy is on course to undergo two major transitions this year. First, interest rates will go up as…

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Bubble 3.0, Chapter 4; The Bubble That Keeps on Punishing

1image {“align”:”right”,”id”:12399,”sizeSlug”:”full”,”linkDestination”:”custom”} –> Do you ever wonder how we got into this mess?  By that I mean the situation where…

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Positioning Recommendations – February 11th, 2022

As I hope all EVA Positioning Recommendation (PR) recipients are aware, our normal Evergreen Virtual Advisor newsletters are being switched…

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