Everyone is Getting Hilariously Rich and You’re Not

/ September 11, 2020

In the investment world, hindsight is always 20/20. The expression has never been truer than in the year 2020, as investors who believed that the longest bull market in history was destined to expand indefinitely were met with an unwelcome surprise towards the end of the first quarter.

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The Stumble-Through Economy

/ July 10, 2020

Long-time EVA readers may recall the legendary John Mauldin was my inspiration for starting this newsletter back during the housing bubble days of 2005.  In fact, the inaugural EVA edition was almost exactly 15 years, and about $15 trillion of Federal debt, ago.

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History Creates Generations, Generations Create History

/ June 5, 2020

Neil Howe, author of “The Fourth Turning: What the Cycles of History Tell Us About America’s Next Rendezvous with Destiny” and managing director of demography at Hedgeye, joined Real Vision TV in February to discuss the demographic forces shaping the coming retirement crisis and the future of America.

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Stock Buybacks Are Banned; Let It Be A Trend

/ May 22, 2020

One of Evergreen’s long-running themes for why US stocks have remained so elevated for so long is because America’s all-powerful central bank – the Fed – has continuously infused liquidity into the system.  This fact was crystal-clear during the most recent market meltdown….

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