Recent Articles
Are Rock-Bottom Bond Yields ‘Irrational’?
What has been the most surprising financial event of 2021? The 20% gain in equity prices, the 40% jump in…
Likes/Dislikes – December 24th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for December 24th, 2021.
Macro Outlook for 2022
It’s not an exaggeration to say that the raging debate about whether inflation is transitory or persistent is the most…
Likes/Dislikes – December 17th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for December 17th, 2021.
Likes/Dislikes – December 10th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for December 10th, 2021.
Growth Stock Relative Performance
Last week’s EVA pointed out the considerable damage that has occurred below the placid surface of the US stock market. …
Inflation, Panic or Passing?
Today, the question that most clients seem to be seeking a solution for is that of inflation. It is a…
Likes/Dislikes – December 3rd, 2021
Below are Evergreen Gavekal's Likes/Dislikes for December 3rd, 2021.
Oh, My, Cron!
Sorry to break it to you, Omicron, but you’re not the second coming of Delta. As more information comes out,…
Special Edition: Likes/Dislikes – November 26th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for November 26th, 2021.
Everything is Amazing but Nobody is Happy
This week’s Evergreen Virtual Advisor (EVA) comes from Vincent Deluard, Director of Global Macro Strategy at StoneX Group. Vincent consistently…
Likes/Dislikes – November 19th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for November 19th, 2021.