David Hay

Founder, Haymaker Publications

@Haymaker_0 · tracked since May 2025

David Hay is a retired investment manager and the author of Haymaker, a macro and markets newsletter he has published on Substack since 2022. In 2002 he acquired a majority stake in Evergreen Capital Management, the Bellevue, Washington, wealth manager now known as Evergreen Gavekal, and served as its chief investment officer and later co-chief investment officer until retiring in 2025. He began his career at Dean Witter Reynolds in 1979, becoming a senior vice president in 1983, and moved with his team to Smith Barney in 1990, where he was a senior portfolio manager and director. He wrote Bubble 3.0: Who Blew It and How to Protect Yourself When It Blows Apart (2022). His commentary focuses on bubble and recession risks, energy and uranium, gold, silver and mining shares, Treasuries and emerging markets.

Leaderboard rank

Open in leaderboard →

Horizon	7D	30D	90D	180D	360D	AVG
Rank	#879	#694	#462	#122	#15	#324
Calls	58	52	51	39	29	52
Avg return	+0.4%	+1.1%	+6.2%	+17.5%	+27.8%	+7.0%
vs S&P 500	-1.0 pp	-0.9 pp	-1.1 pp	+7.1 pp	+9.2 pp	+1.0 pp

Visual Insights Log in to see ideas

Ticker

Side

Calls

Mentions

First Call

Best call P&L

Status

Chart

Source

Showing 0 of 43 calls · sorted by mentions

David Hay has 43 trade ideas tracked on Buzzberg across 43 tickers since May 2025. Win rate 60% across 43 evaluated calls, average return +14.8%. Ranked #694 on Buzzberg's 30-day Authors leaderboard. Most covered: SILVER, GDX, XLE.

Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology