This month’s Gavekal EVA is a body slam worthy of World Wrestling Entertainment (WWE), at least for those who expect the investment status quo to continue being so. What’s particularly noteworthy is, as you will read, this article was written before the market suddenly did a face-plant early last month (a pratfall it is reprising in recent days).
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?
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.