Reasons to Be Bullish About the Digital Future
In this week’s EVA, we are putting aside our concerns about excessive debt levels, reckless central bank policies, inflated asset…
The Debt Train Will Crash
In the financial newsletter industry, John Mauldin is like LeBron James. No one stands taller or is more popular than…
A National Security Imperative
In March, Evergreen outlined our near- and long-term concern for an escalating trade war in The Trump Trade Tirade. Well,…
Bubble 3.0: A Fast and Furious Challenge
First, please accept my apologies that this EVA issue, based on my in-progress book titled “Bubble 3.0”, is out of…
An Emerging Opportunity?
Over the last year, it has been a challenging environment for bond investors as interest rates continue to grind higher.…
The Twisted Tie That Binds
Regular EVA readers are no strangers to Danielle DiMartino Booth, former senior adviser to Dallas Fed President Dick Fisher before…
‘Peak Politics’: Another Chance to Buy the Dip?
Given the spectacle that played out in Singapore at the beginning of this week, it’s easy to forget the state…
Bubble 3.0: How Did We Get Here? (Part II)
The ongoing EVA series with excerpts from my upcoming book (tentatively titled “Bubble 3.0, How Central Banks Created the Next…
Bubble 3.0: How Did We Get Here? (Part I)
At the end of 2017, we initiated a new EVA series titled “Bubble Watch” where we went as far as…
Know What You Don’t Know
Sometimes our newsletter has been accused of writing too technically about financial markets. Truth be told, it’s a constant juggling…
Democracy in Crisis
Generally speaking, the purpose of EVA is to communicate Evergreen’s overall outlook on the markets and economy. We tend to…
The Small Cap Police
It’s been nearly a year since our newsletter last touched on the passive investing phenomenon. And yet, despite its absence…