Quarterly Webinar with David Hay (April 2017)

/ April 27, 2017

In this exclusive Quarterly Webinar, David Hay reviews what happened in the market last quarter and provides insight into his investment themes for the current quarter. You don’t want to miss this!

For access to this exclusive 40-minute webinar with David Hay, we are charging $9.99.

Note: Clients receive all content for free. A link and password to view this webinar should have been sent to you via email. If you are a client and did not receive a link and password to this webinar, please email mjohnston@evergreengavekal.com.

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EVA Survey Results

/ April 21, 2017

Recent populist-driven election results underscore the truth that a race cannot be called until every vote is tallied. Remember the final polls leading up to November 8th? The New York Times predicted, with 84% certainty, that Hillary Clinton would be the next President of the United States. In fact, consensus polls didn’t have Trump within 1.5 percentage points of Clinton between June 2016 and election day.

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Buy-and-hold, the path to Gold?

/ April 14, 2017

Buy-and-hold, the path to gold? Nearly 25 years ago, Jeremy Siegel’s book, “Stocks for the Long Run,” hit the market. It was an instant bestseller, at least by financial book standards. His timing was propitious, since it came out in the middle of the biggest bull market in history.

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The Great Inflation Debate, Take Two

/ April 7, 2017

The Great Inflation Debate, Take Two. In our February 17th Chartbook EVA, we entered into the always hotly contentious realm of attempting to determine the true level of inflation and, closely related to that, its trend. It goes without saying—but I will anyway—that there are few areas where the words “Believe those who are seeking the truth; doubt those who say they have found it” are more applicable.

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Health Care Reform, The Profit Illusion, and Hedges in a Bull Market

/ March 31, 2017

The sampler. This week’s edition of the Evergreen Virtual Advisor is a trilogy of recent short articles by three of my favorite thinkers at our partner firm Gavekal. The first is a timely essay by Tan Kai Xian (fortunately he is kind enough to let us refer to him as KX!). As you will soon read, he reflects on last week’s embarrassing flame-out of Obamacare reform and discusses the potential implications for tax reform.

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