With the 2020 US Presidential election fast-approaching, many investors are likely wondering how November’s election results will shape markets and the economy in the months and years ahead. In this quarter’s version of Evergreen Roundtable, we are offering different viewpoints from several members of our investment team on six important questions related to the 2020 US Presidential election.

The California Gold Rush brought over 300,000 people to The Golden State in the mid-19th century, promising treasures to travelers from other parts of the United States, Latin America, Europe, Australia, and China eager to strike it rich.  Unfortunately, the average forty-niner earned little more than they started with.

Up-front warning: This will be the strangest Evergreen Virtual Advisor (EVA) you’ve ever read. Considering some of the far-out stuff I’ve written over the years—such as speculating the Fed was going to violate its charter and buy corporate bonds—that’s quite a declaration.

Blue and red seldom agree on anything these days, so when both camps find common ground on the same issue, it’s enough to make anyone’s ears perk up. Such was the case during last week’s Congressional Antitrust Subcommittee hearing, where four of tech’s biggest CEOs spent hours being grilled by Congress.

Alan Greenspan attracted considerable scorn back in late 1996. This was when he warned, as a few old-timers like me may recall, that the US stock market was caught up in what he called: “irrational exuberance”.