Bubble 3.0: How Did We Get Here? (Part II)

/ June 8, 2018

The ongoing EVA series with excerpts from my upcoming book (tentatively titled “Bubble 3.0, How Central Banks Created the Next Financial Crisis”) is getting a lot of attention from clients and readers. Depending on which camp people sit in – see-no-trouble bull or too-lightly-invested bear – the responses either strike a dispiriting or encouraging tone.

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How Could They Have Been So Stupid?

/ April 27, 2018

It’s time for a couple of firsts. The first “first” is that I’ve never before written an introduction to an introduction. The second is that I’ve never attempted to self-publish a book in real-time.

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Collision Course?

/ March 30, 2018

Have you ever wondered what causes recessions and their close cousins, bear markets? In this month’s Gavekal Evergreen Virtual Adviser (EVA), my good friends Charles Gave and Will Denyer attempt to answer that question, one that has vexed economists and even Federal Reserve officials for decades.

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