First, please accept my apologies for a slightly delayed edition of our annual Unexpected Outcomes Evergreen Virtual Advisor. However, as most regular EVA readers know, we have run several forecast-oriented issues to kick-off the new year.
In this exclusive Quarterly Webinar, David Hay talks about “the biggest bubble ever” (0:20), the economy (5:38), the stock market (17:40), the bond market (28:00), inflation (32:53), central banks (35:05) and energy (38:36).
Another EVA, another chance to read the thoughts of one of the planet’s smartest men, Anatole Kaletsky! This week’s issue is a follow-up to the January 26th edition, also by Anatole, titled “The Big Questions for 2018.” Among those urgent queries is one I personally believe might be the King Kong of them all: is the global bond market on the verge of a meltdown?
The year 2018 is still in its infancy, but some of the hot-button questions of late-2017 have been (or are currently being) answered: Will the Bitcoin bubble burst? Will political gridlock in Washington, D.C. lead to a federal government shutdown? Will anything slow down this raging bull market?
Into the Wild Blue Yonder. It’s not often that I get a chance to send out one of our newsletters containing fodder for both the bulls and bears. However, in this week’s Guest EVA edition, I am able to do exactly that and, for bonus points, at least for me, to highlight the latest musings of one of my heroes, Jeremy Grantham.