Fed Storm Rising
Fed Storm Rising. It’s been roughly 13 years since I borrowed—and modified—that title from Tom Clancy for our old hardcopy…
The Opinion Exchange
The Opinion Exchange. One of our primary goals with this newsletter is to provide our readers with a wide range…
Strange Bedfellows: Angry Voters and Market Highs
Strange bedfellows: angry voters and market highs. It might seem odd, in the midst of the rampant bullishness engulfing markets…
Time for a Surreality Check
Time for a surreality check. Somehow, I don’t think I’m alone in waking up on certain mornings wondering into what…
The Great Inflation Debate
In the world of inflation, expectations are important. If you ask most people in the US what they believe inflation…
Heed the Fed’s Balance Sheet Banter
It is odd how a single event can cause some notable leopards to change their spots. In this case, the…
Upsetting the Dollar Cart?
Upsetting the dollar cart? The year 1971 has been on my mind a lot this week. On a personal note,…
RVTV Interview
The investment landscape and headlines of today would be unrecognizable to someone who fell asleep six months ago and suddenly…
Unexpected Outcomes
Evergreen initiated a slightly modified version of its annual forecast EVA just over a year ago. We shifted from specific…
A Tale of Two Halves
A Tale of Two Halves: If we simply evaluate global market returns last year, one might conclude 2016 was a…
Bye-bye Buy-backs?
Bye-bye buy-backs? First of all, Happy 2017 to all our EVA readers! Hopefully, the coming year will provide an opportunity for…
Was Nixon Right, After All?
Legend has it that Richard Nixon once said: “We’re all Keynesians now.” In reality—and most ironically—those words were actually uttered…