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Fed Storm Rising, Part II

By David Hay March 23, 2018 Evergreen Virtual Advisor

Nearly one year ago to the week, this newsletter made the wild-hair case that the Fed was serious about raising rates. At the time it was a contrarian call—as so many of ours are—because, for years, Ben Bernanke and Janet Yellen had consistently failed to “normalize” interest rates.

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A “Once in a Generation” Shift

By David Hay March 2, 2018 Gavekal

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).

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Unexpected Outcomes

By David Hay February 16, 2018 Evergreen Virtual Advisor

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.

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The Biggest Bubble Ever

By David Hay February 9, 2018 Chartbook

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).

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Big Questions (Part 2)

By David Hay February 2, 2018 Gavekal

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?

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