Retail Realities (Part I)
Michael Johnston / August 4, 2017This week’s EVA brings a special opportunity for Evergreen to sit down with Nordstrom’s Co-President, Erik Nordstrom, and ask ten questions on the future of retail.
Read MoreThis week’s EVA brings a special opportunity for Evergreen to sit down with Nordstrom’s Co-President, Erik Nordstrom, and ask ten questions on the future of retail.
Read MoreSince the global financial crisis erupted nearly 10 years ago, central banks have drenched the financial system with more than $10 trillion. One of the many consequences of this gigantic money deluge has been the dampening of cyclicality for both the financial markets and the economy.
Read MoreMuch has been written in this publication’s pages about “ETF-mania” and the rise of passive investing. In fact, devoted readers need not look farther than last week’s Pull It Together (Part II) EVA to read a quick synopsis of Evergreen’s belief that the passive fad is sure to end poorly.
Read MoreThis week’s EVA is a continuation of last week’s “Pull It Together” issue. The main idea is to summarize the key factors and forces Evergreen sees impacting the financial markets now and, more importantly, in the future.
Read MoreEvery so often, I like to summarize our “CinemaScope” view of current conditions. Perhaps these days it should be called our “IMAX outlook”, but the point is to try to pull together our big picture perception of the financial and economic landscape.
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