This week’s EVA brings a special opportunity for Evergreen to sit down with Nordstrom’s Co-President, Erik Nordstrom, and ask ten questions on the future of retail.
Retail Realities (Part I)
Passive Regression
Much has been written in this publication’s pages about “ETF-mania” and the rise of passive investing. In fact, devoted readers need not look farther than last week’s Pull It Together (Part II) EVA to read a quick synopsis of Evergreen’s belief that the passive fad is sure to end poorly.
America is Great. Home Country Bias Ain’t.
The US has been a terrific place to invest since 2009. In fact, looking at one of the charts we presented in last week’s Infographic EVA, the S&P 500 has outperformed MSCI Asia Pacific by 101%, MSCI Europe by 107%, and MSCI Emerging Markets by 132% during that timeframe.
Running of the Bulls
Much has been written in this publication’s pages about a forthcoming correction to the aging bull market. Last month, we wrote briefly about the first visible signs of chink in the armor when, on May 17th, the Dow Jones and S&P retracted -1.8% over reports that President Trump tampered with a federal investigation.
Peak Oil Demand: Fact or Fiction?
The theme of this week’s EVA revolves around the topic of peak oil demand. Much has been written and debated about this recently – especially considering energy’s dismal start to 2017 and Trump’s recent decision to withdraw from the Paris Agreement.
