Recent Articles
Green Energy: A Bubble in Unrealistic Expectations, Part II
This is part two of our discourse regarding green energy and its profound – and somewhat misunderstood - impact on…
Green energy: A bubble in unrealistic expectations?
As I have written in past EVAs, it amazes me how little of the intense inflation debate in 2021 centered…
Likes/Dislikes – October 8th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for October 8th, 2021.
Likes/Dislikes – October 1st, 2021
Below are Evergreen Gavekal's Likes/Dislikes for October 1st, 2021.
The DNA of a Successful Client
Every Monday at 9 AM, we gather to discuss feedback we're hearing both internally and externally. Often it is full…
Likes/Dislikes – September 24th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for September 24th, 2021.
No Escape From The Evergrande Effect
China’s official debt-to-GDP ratio has surged by 45 percentage points since 2016, leaving it with one of the highest debt…
They Paved the Port and Put up a Parking Lot
This week, we are presenting an expanded viewpoint on the global supply chain from someone who intensively studies supply-chain dynamics,…
Likes/Dislikes – September 17th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for September 17th, 2021.
Tax Legislation Update
Evergreen Gavekal, along with our partners at Evergreen Sterling Kuder (our firm’s tax division), strives to provide comprehensive financial guidance.…
The Anti-Bubble Years (Part II)
Returning back to the question that opened last week’s EVA, why, for nearly 40 years, was I almost always bullish…
Likes/Dislikes – September 10th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for September 10th, 2021.