Bubble Watch: a New EVA Series Dedicated to Investors Interested in Preserving Their Wealth

/ December 22, 2017

With the Holiday Season upon us, this might seem like an odd time to launch this new version of our Evergreen Virtual Adviser (EVA) considering the subject matter. However, no one ever accused me of being normal! Yet, to show that I’m not a distant descendant of Ebenezer Scrooge (at least that I know of), I do want to point out right up front that there are attractive places to invest money these days despite the reality—to be outlined below—that Bubble-mania is fast approaching a fever pitch.

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The Bitcoin Bubble Changes Shape

/ December 15, 2017

Up, Up and Away? It’s been two weeks since we wrote on the Bitcoin bubble and whether investors should consider jumping on the train to never-never land. Our case against such action was that Bitcoin is volatile, doesn’t behave like a currency, isn’t backed, is extremely expensive, and could become banned.

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The Real Zombie Apocalypse?

/ December 8, 2017

One of the many oddities of our current American culture is its fascination with zombies. The number of TV shows, movies and computer games devoted to these mythical creatures is nearly endless.

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Should I Invest in Bitcoin?

/ December 1, 2017

I asked myself that very question as the price of Bitcoin doubled from $200 USD to $400 USD over the first two weeks of November 2013. My conclusion was to stick to the investing principle I had been taught by my father at a very young age: never buy into something that is hype-driven.

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This Is (Still) Not A Peak: It’s A Global Bull Market

/ November 24, 2017

As I’ve expressed in previous EVAs, Anatole Kaletsky is one of the smartest people I’ve ever met. While he’s not well known in the US, his star shines brightly in Europe where government and financial leaders seek out his guidance. He’s also the “kal” in our partner firm, Gavekal, which was recently the subject of a glowing article in Barron’s, interviewing one of my closest friends, Louis Gave.

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