Latest Insights on EVA
3 Reasons Emerging Markets Will Crush U.S. Stocks July 2, 2019 Global Economy, Investment Opportunities, Winning Investor Daily In a post on December 26, I said 2019 “will be the year U.S. investors return to emerging-market stocks in a big way.” That hasn’t happened — yet.
The Trade War Truce Rally: AMD, Apple, Nvidia and Oil? July 1, 2019 Great Stuff Today’s G-20 rally is no surprise. There was no way President Donald Trump was coming out of the G-20 meeting without a win — one way or another. And he certainly got a win. I’m not talking about the pause in the trade war — that was a given. It fits Trump’s M.O. to a […]Friday Four Play: “Slacking off on the Fed” June 21, 2019 Great Stuff Fed, Fed, Fed … it’s all we’ve heard this week. Interest rates, monetary policy, Jerome Powell … I’m done. Finished. Finito. How about you? I’m betting you’re tired of hearing about it as well. So, here are four decidedly non-Fed tips for you as we head into the weekend. No. 1: Man, It Feels Good […]
Are You Ready for Another War? June 18, 2019 Great Stuff There are so many wars right now, I’ve lost count. There’s the U.S.-China trade war. A potential U.S. war with Iran. A war on LGBTQ people. Even a war on Christmas. You might be all warred out, but too bad. There’s yet another war brewing. European Central Bank (ECB) President and amateur Bob Saget impersonator, […]
Uber Bullying: This Is the Robot Revolution June 13, 2019 Great Stuff Some people clearly haven’t seen enough sci-fi movies. You do not bully robots. Period. And yet, that’s exactly what drivers around the world are doing. Road rage is now spilling over onto autonomous vehicles. Eric Meyhofer, head of Uber Technologies Inc.’s (NYSE: UBER) self-driving car unit, lamented the rising epidemic at Wednesday’s Elevate conference in Washington, D.C.: […]





