Evergreen Gavekal

  • Family Office
  • Blog
  • Who We Are
  • Team
  • Login

Our survey helps align potential clients with our firm’s philosophy.

Take Survey

Refer a friend to read EVA and earn rewards!

Register Login

The Opinion Exchange

By David Hay March 10, 2017 Evergreen Virtual Advisor - Guest

The Opinion Exchange. One of our primary goals with this newsletter is to provide our readers with a wide range of viewpoints. As noted previously, the risk with this is that we don’t convey a clear idea of our actual views. Yet, we’ve always felt that’s a chance worth taking, particularly since we try to subsequently clear up any ambiguities.

Share
Tweet
Share
0 Shares
read more

Time for a Surreality Check

By David Hay February 24, 2017 Evergreen Virtual Advisor

Time for a surreality check. Somehow, I don’t think I’m alone in waking up on certain mornings wondering into what parallel universe I’ve been transported. The daily surreality show I’m referring to includes, but is not limited to, watching what are decidedly unpresidential press conferences by our new president—not to mention an endless stream (of consciousness) tweets—and shockingly public feuds with the US intelligence community. These recurring events have caused global uncertainty surveys to go postal.

Share
Tweet
Share
0 Shares
read more

The Great Inflation Debate

By David Hay February 17, 2017 Chartbook

In the world of inflation, expectations are important. If you ask most people in the US what they believe inflation is expected to be, they are likely to say around 2-3%…why? Because that is what they have experienced over the past 5-10 years.

Share
Tweet
Share
0 Shares
read more

Heed the Fed’s Balance Sheet Banter

By David Hay February 10, 2017 Evergreen Virtual Advisor - Guest

It is odd how a single event can cause some notable leopards to change their spots. In this case, the election of Donald Trump has caused reverberations throughout the financial world, and some apparent self-reflection by several of the world’s leading thinkers.

Share
Tweet
Share
0 Shares
read more

RVTV Interview

By David Hay January 27, 2017 Evergreen Virtual Advisor

The investment landscape and headlines of today would be unrecognizable to someone who fell asleep six months ago and suddenly snapped awake. Financial markets have undergone a tectonic shift that few saw coming. Back in the summer of 2016, the prevailing belief was that central banks were all-powerful and would forever push rates lower in a continuation of policies followed since the crash of 2008. In a show of force, the Bank of England announced a fresh cut to their interest rate to fend off an economic seizure in the face of the Brexit decision, the European Central Bank re-upped quantitative easing, and the Fed was maintaining overnight rates at just above zero.

Share
Tweet
Share
0 Shares
read more

Pages:

« 1 … 36 37 38 39 40 … 48 »

Join Over 10,000 Readers. Sign-up For Our E-letter.

Search

Recent Posts

  • Likes/Dislikes – February 26, 2021
  • The Only Thing We Have to Fear is the Lack of Fear Itself
  • Bitcoin, Gold, Or Fiat?
  • Likes/Dislikes – February 19, 2021
  • Likes/Dislikes – February 12, 2021

Category

  • Advice (8)
  • Chartbook (20)
  • Evergreen Allocator (95)
  • Evergreen Exchange (7)
  • Evergreen Virtual Advisor (181)
  • Evergreen Virtual Advisor – Guest (56)
  • Evervestment (1)
  • Gavekal (61)
  • News (10)
  • Tax (2)
  • Uncategorized (257)

Tags

AOC bernie bonds bubble business cantillon Chartbook data decision Donald economic economy Evergreen Exchange Fed france Gold growth Inflation innovation ipo Japan Keynes Louis Gave markets MMT modern Modern Monetary Theory monetary money NASDAQ Podcast populist Powell reagan Reserve S&P sanders secular service stagnation support Tech theory Trump Tyler Hay
  • Twitter

425.467.4600
info@evergreengavekal

Evergreen Gavekal © 2021 All Rights Reserved
| Site Design by Austin Web and Design
  • FAMILY OFFICE
  • BLOG
  • WHO WE ARE
  • TEAM
  • CONTACT

We are using cookies to give you the best experience on our website.

You can find out more about which cookies we are using or switch them off in settings.

Evergreen Gavekal
Powered by  GDPR Cookie Compliance
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognizing you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

You can adjust all of your cookie settings by navigating the tabs on the left hand side.

At any point, you can review the personal data stored and request that it be anonymized by clicking here.

Strictly Necessary Cookies

Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.

Cookie Policy

More information about our Cookie Policy