Why a Curve Inversion Matters
A recurring theme in various EVAs over the years is the importance of the yield curve. Sorry, I know a…
How Could They Have Been So Stupid?
It’s time for a couple of firsts. The first “first” is that I’ve never before written an introduction to an…
Quarterly Webinar with David Hay (April 2018)
In this exclusive Quarterly Webinar, David Hay reviews what's happening with MLPs (Master Limited Partnerships), the bond market, inflation and…
The Trump Trade Tirade, Part II
The original idea for this week’s EVA was to compile a list of “winners” and “losers” should the escalating trade…
Facepalm
The second quarter of 2018 kicked off with a bang as growing tensions in technology and trade sent investors searching…
Collision Course?
Have you ever wondered what causes recessions and their close cousins, bear markets? In this month’s Gavekal Evergreen Virtual Adviser…
Fed Storm Rising, Part II
Nearly one year ago to the week, this newsletter made the wild-hair case that the Fed was serious about raising…
The Trump Trade Tirade
In an echo of the early February market meltdown, panic unexpectedly shook markets as President Trump unleashed the opening salvo…
The Seven Deadly Sins of AI Predictions
On September 22, 2017 we ran a piece from one of our trusted partners at Gavekal titled “Robots Everywhere, But…
A “Once in a Generation” Shift
This month’s Gavekal EVA is a body slam worthy of World Wrestling Entertainment (WWE), at least for those who expect…
Going For Gold
The 2018 Winter Olympic Games are nearly behind us, and so is the latest chase for the ultimate sports prize:…
Unexpected Outcomes
First, please accept my apologies for a slightly delayed edition of our annual Unexpected Outcomes Evergreen Virtual Advisor. However, as…