David Hay Haymaker
David Hay spent four decades in wealth management, including many years as co-chief investment officer of Evergreen Gavekal, and now writes the Haymaker newsletter. He focuses on value investing, energy, and what he sees as bubbles in speculative assets.
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8 Predictions 0 Right 0 Wrong Current predictions Halliburton : David is bullish on Halliburton, with no stated time horizon. (updated 2026-10-06) Source: This Is Now The Worst Energy Crisis Ever | David Hay . Price at prediction: $32.79. +0.4% since this prediction.S&P 500 : David is bearish on the S&P 500, with no stated time horizon. (updated 2026-10-06) Source: This Is Now The Worst Energy Crisis Ever | David Hay . Price at prediction: 7,774 points. +2.0% since this prediction.Oil : David is bullish on oil, with no stated time horizon. (updated 2026-10-06) Source: This Is Now The Worst Energy Crisis Ever | David Hay . Price at prediction: $89.31. -3.3% since initial prediction.Semiconductors : David is bearish on semiconductors, with no stated time horizon. (updated 2026-07-26) Source: As Tech Trade Falters, Value Stocks Are Breaking Out | David Hay . Price at prediction: $175.74. +11.6% since this prediction.Silver : David is bullish on silver, with no stated time horizon. (updated 2026-07-26) Source: As Tech Trade Falters, Value Stocks Are Breaking Out | David Hay . Price at prediction: $58.91. -12.2% since this prediction.Gold : David is bullish on gold, with no stated time horizon. (updated 2026-07-26) Source: As Tech Trade Falters, Value Stocks Are Breaking Out | David Hay . Price at prediction: $4,071. -1.9% since this prediction.Energy Stocks : David is bullish on energy stocks, with no stated time horizon. (updated 2026-07-26) Source: As Tech Trade Falters, Value Stocks Are Breaking Out | David Hay . Price at prediction: $59.61. +6.3% since this prediction.Prediction history