Evergreen Content Blog Posts

(Disclaimer - I am not a CPA, I do not provide tax advice, consult with your tax professional. The following is for informational purposes only and is insufficient for the purpose of making any sort of financial decision.) As I understand it,...Read more

He who loves money will not be satisfied with money... - Ecclesiastes 5:10 - (For full disclosure, our long/short strategy is currently short USB and LNC. We may increase or decrease these positions or positions correlated to these two securities at...Read more

As interest rates are going up, the question many investors are asking is, "How much will my bond holdings, or my bond-oriented mutual fund, depreciate?" As a general rule, for every 1% increase in interest rates, a bond will depreciate its duration...Read more

I haven't gone to Morningstar (MS) in quite some time as I rarely use mutual funds or ETFs, but the other day, I wanted to look up a fund and for whatever reason, I punched in SPY. SPY is the largest ETF tracking the S&P 500 Index. And to my...Read more

Goldman Sachs (GS) beat earnings expectations this morning by a wide margin. The credit is being given to their trading desks as their Investment Banking revenue dropped over 30%. An article appearing on CNBC.com states: Goldman Sachs had been one...Read more

According to the Russian propagandist site, RT.com, Russia is set to require payments for oil in Rubles from any country that participated in sanctions against them. Further, it is reported that Russia and India have agreed to conduct transactions...Read more

Today, Bitcoin traded below its Mendoza line, hitting a 50% decline from its all-time high. Assuming a fixed number of units, which isn't the actual case, more money has been lost by owners of bitcoin than has been made. Given the number of units...Read more

The above picture is one I took personally from our local gas station right in Horseshoe Bay. Since I took this picture a couple of weeks ago, the price of a gallon of gas has already risen 20c. I have no idea why the picture appears sideways but I...Read more