It’s been nearly a year since our newsletter last touched on the passive investing phenomenon. And yet, despite its absence from these pages, direct asset flows into passive vehicles have continued to outdo their active counterparts at a dizzying pace.
Read More
A recurring theme in various EVAs over the years is the importance of the yield curve. Sorry, I know a term like that can literally throw non-professional investors—i.e., those with a real life—for a curve. But, unlike with so many human relationships, it’s NOT complicated.
Read More
It’s time for a couple of firsts. The first “first” is that I’ve never before written an introduction to an introduction. The second is that I’ve never attempted to self-publish a book in real-time.
Read More
In this exclusive Quarterly Webinar, David Hay reviews what’s happening with MLPs (Master Limited Partnerships), the bond market, inflation and the economy, energy and the US stock market. You don’t want to miss this!
Read More
The original idea for this week’s EVA was to compile a list of “winners” and “losers” should the escalating trade war play out fully.
Read More
