Neil Howe, author of “The Fourth Turning: What the Cycles of History Tell Us About America’s Next Rendezvous with Destiny” and managing director of demography at Hedgeye, joined Real Vision TV in February to discuss the demographic forces shaping the coming retirement crisis and the future of America.
Below are Evergreen Gavekal’s Likes/Dislikes for June 5, 2020.
For years, the concept of ‘the cloud’ was as cloudy as a winter morning in Seattle, Washington. It seemed that only the techiest of tech people understood what the term meant and even fewer had a grasp on how the technology would revolutionize businesses, industries, and economies.
Below are Evergreen Gavekal’s Likes/Dislikes for May 29, 2020.
One of Evergreen’s long-running themes for why US stocks have remained so elevated for so long is because America’s all-powerful central bank – the Fed – has continuously infused liquidity into the system. This fact was crystal-clear during the most recent market meltdown….