Recent Articles
China’s GDP forecasts for 2016 have been consistently cut
At the same time, the Shanghai composite is up over 80%.
Futures are bright
With MLPs yielding over 6%, and distributions growing 3-5% per year, we think future returns are bright.
Weekly Insights
Click here to view this week’s Insights.
Evergreen Chartbook
Click here to view this week’s Chartbook.
Weekly Insights
Click here to view this week’s Insights.
March 20, 2015
By David Hay Don’t ask, don’t tell. Lately, I’ve begun to pose an uncomfortable question to both my investment professional…
Guest EVA
By David Hay Don’t ask, don’t tell. Lately, I’ve begun to pose an uncomfortable question to both my investment professional…
Weekly Insights
Click here to view this week’s Insights.
Forward P/Es are well above average
Forward P/Es are well above average and would be even more elevated without an unrealistic 20% assumed increase in Q4
March 13, 2015
Once a month, we publish EVA in the Evergreen Exchange format. This issue should be a particularly unique exchange of…
Evergreen Exchange
Once a month, we publish EVA in the Evergreen Exchange format. This issue should be a particularly unique exchange of…
Weekly Insights
Click here to view this week’s Insights.