Momentous Minsky
Momentous Minsky. In the aftermath of the global financial crisis, this newsletter praised an economist who never lived to see…
The “I” Word
The “I” word. The word “impeachment” has been thrown around several times in the history of American politics. The first…
Bubbles, Bombs, and Buffett
Better to be lucky... One of this year’s “Unexpected Outcomes” from our January 20th EVA was that the long-comatose French…
Social Security Trust: Time to Invest in the Stock Market?
To Invest, or Not to Invest, that is the Question. The Wall Street Journal recently ran an article debating whether…
Dimon Vision
Dimon Vision. After spending almost four decades in the financial industry, I have many fond memories (along with some of…
Around the World in Eighteen Minutes
Around the world in eighty days eighteen minutes. For all the non-bibliophiles reading this week’s EVA, Around the World in…
Quarterly Webinar with David Hay (April 2017)
In this exclusive Quarterly Webinar, David Hay reviews what happened in the market last quarter and provides insight into his…
EVA Survey Results
Recent populist-driven election results underscore the truth that a race cannot be called until every vote is tallied. Remember the…
Buy-and-hold, the path to Gold?
Buy-and-hold, the path to gold? Nearly 25 years ago, Jeremy Siegel’s book, “Stocks for the Long Run,” hit the market.…
The Great Inflation Debate, Take Two
The Great Inflation Debate, Take Two. In our February 17th Chartbook EVA, we entered into the always hotly contentious realm…
Health Care Reform, The Profit Illusion, and Hedges in a Bull Market
The sampler. This week’s edition of the Evergreen Virtual Advisor is a trilogy of recent short articles by three of…
Common Misconceptions in the Market
Introduction This week’s edition of the Evergreen Virtual Advisor (EVA) is a return to one of our most popular formats,…