At the beginning of 2018, we initiated a new EVA series titled “Bubble 3.0” with excerpts from my upcoming book (tentatively titled “Bubble 3.0: How Central Banks Created the Next Financial Crisis”).
Read More
It’s no secret that here at Evergreen we’re boisterous free-market advocates. Data and history show that economies operating freely in a system with moderate and rational government control perform better in the long-run. When economies are burdened by excessive government policy or overwhelmed with authoritarian control, nations become unstable, which often spurs abuse and extremism.
Read More
Towards the tail-end of July, the Commerce Department reported that Gross Domestic Product (also known as GDP), or the total value of goods and services produced in the US, increased at an annual pace of 4.1% in this year’s second quarter. As expected, President Trump took a victory lap around these numbers, which were the highest GDP growth results since 2014. (However, lost in the fanfare was the fact that the first quarter GDP number was revised down from 2.9% to 2.3%.)
Read More
In this exclusive Quarterly Webinar, David Hay discusses what’s happening in the economy (0:08), what could end “Bubblemania” (2:43), the yield curve and credit spreads (13:14), inflation (17:17), the US stock market (21:44), and overseas markets & energy (27:34). We have added timestamps above for reference in case you want to skip to the section, or sections, you care about the most.
Read More
In this week’s EVA, we are putting aside our concerns about excessive debt levels, reckless central bank policies, inflated asset prices, and widespread investor complacency to focus on the long-term promise offered by America’s technology sector. As you will read, there is a lot to be excited about over the next five to ten years and, in some cases, the future is now.
Read More
