At the beginning of 2018, we initiated a new EVA series titled “Bubble 3.0” with excerpts from David Hay’s upcoming book titled “Bubble 3.0: How Central Banks Created the Next Financial Crisis”.
What Price Prosperity? (Part I)
2018 Year-End Update
While we hope you enjoyed the recent holiday season, that was some kind of Santa Claus rally last month! The only problem was that it was of the inverse variety. In fact, it was the worst December for stocks since 1931.
RVTV Interview with Grant Williams and David Hay
In mid-October, Evergreen’s Chief Investment Officer, David Hay, had the opportunity to sit down for a long (and chilly) interview with Grant Williams. For those unfamiliar with Mr. Williams’ work, he is the founder of Real Vision and author of one of the most popular and widely-read financial publications around the globe, Things That Make You Go Hmm…
The Nothing Beyond
Back in early September, we ran a fascinating interview with Rick Davidson, former CEO and President of Century 21. In the exchange, Rick hinted at the beginnings of a real estate slowdown in the US, anticipating coastal markets would see the tide shifting first, before a more broad-based tightening took hold. Since then, ominous headlines have made waves in national publications, echoing and expanding on this outlook (you can find a particularly popular one in The Wall Street Journal).
Special Edition EVA: The Stealth Bear Market
It never ceases to amaze me how conditions can change almost instantaneously in the stock market. It was only a couple of months ago that the S&P 500 seemed invulnerable and on pace for a double-digit return year. However, as we approach the end of 2018, with countless investors praying for a Santa Claus rally, any gain would be appreciated.
