Tag: David Hay
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Painful Reckoning Ahead Due To “Really Really Dumb” Monetary Policy | David Hay
GDP growth for the past two quarters has been positive — but gross domestic income has been negative over the same period. The multitude of macro data is screaming recession, yet earnings estimates are on the rise, unemployment remains low […]
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The Big Money Is Made In Bear Markets As Deep Values Arise | David Hay
Capital manager David Hay of Evergreen Gavekal returns for Part 2 of our interview with him to discuss the odds for stagflation, recession and to share which assets he most favors right now given his macro outlook.
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We’re Now In A ‘Technical Recession’. What Will Happen Next? | David Hay
As we head into the heat of summer, the US economy finds itself in the doldrums. GDP growth for the year has been negative both in Q1 and Q2 — which means we’re now officially in a “technical recession” Inflation […]