This month’s edition of the Evergreen Virtual Advisor (EVA) Guest issue should be a special treat for our readers or—in this case—viewers. My great friend Grant Williams has granted us permission (thanks for the grant, Grant!) to give all of you a sample of the unique streaming service he co-founded,
EUROPEAN DISUNION
SUMMARY
This issue of the Evergreen Virtual Advisor (EVA) is our monthly edition of insights from our partners at Gavekal. Thankfully, its subject matter gives readers a chance to shift their focus away from America’s political circus, which seems to be growing more surreal by the day.
QUANTIFYING THE FED’S IMPACT ON THE S&P 500
CHAIRMAN WAXMAN: “You found a flaw?”
MR. GREENSPAN: “I found a flaw in the model that I perceived is the critical functioning structure that defines how the world works, so to speak.”
CHAIRMAN WAXMAN: “In other words, you found that your view of the world,
THE GREAT EQUALIZER
Click to view as PDF.
“Don’t you miss interest rates?”
– JIM GRANT, founder, Grant’s Interest Rate Observer
“The entire (financial) industry mindset is wrong here. And it’s a trap. When you promise something you can’t deliver, you structure your portfolio in ways that will kill you.”
– ERIC PETERS,
CHANGE OF PACE
“The mind of man at one and the same time is both the glory and the shame of the universe.”
– BLAISE PASCAL, mathematician and theologian, after whom the computer language and operating system PASCAL was named
CHANGE OF PACE
By David Hay,
