Debt-End

/ August 9, 2019

Let’s be totally honest with each other, including all of you out there under the “see no bubbles” influence. If you were to sit down and make a list of things that you never would have believed could happen ten years ago, if you included everything that has gone Alice-in-Wonderland, you’d either get writer’s cramp or carpel tunnel. No interest in doing so? Too time-consuming? Too depressing? Too confusing? Another totally — as in, I get it, so please allow me to take a crack at this exercise.

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An Investment Thesis for the 2020s

/ August 2, 2019

If someone were to dive deep into the Evergreen Virtual Advisor (EVA) archives, they would stumble upon a publication from two years ago titled, “America is Great, Home Country Bias Ain’t.” The bulk of the article was written by GMO’s Rick Friedman and its main premise is that investors skew their equity exposure towards their home country. Americans who have invested in line with this idea over the past decade have unquestionably been beneficiaries as benchmark indexes including the S&P 500, Nasdaq and Dow Jones have all been on epic bull runs.

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