Recent Articles
The Only Thing We Have to Fear is the Lack of Fear Itself
“When all the experts and forecasts agree—something else is going to happen.” – Venerated market strategist, Bob Farrell. INTRODUCTION The…
Bitcoin, Gold, Or Fiat?
One of the early stories of 2021 has been the rapid ascent of bitcoin into the mainstream. Most notably, Tesla…
Likes/Dislikes – February 19, 2021
Below are Evergreen Gavekal's Likes/Dislikes for February 19, 2021.
Likes/Dislikes – February 12, 2021
Below are Evergreen Gavekal's Likes/Dislikes for February 12, 2021.
When a Stock “Goes Viral”
Until recently, the concept of taking someone or something viral was mostly reserved for content creators and influencers on platforms…
When YOLO meets FOMO
A number of years ago, I brought up a stock idea to our investment team because it looked undervalued to…
Likes/Dislikes – February 5, 2021
Below are Evergreen Gavekal's Likes/Dislikes for February 5, 2021.
Likes/Dislikes – January 29, 2021
Below are Evergreen Gavekal's Likes/Dislikes for January 29, 2021.
Supply-Chain Risks For The COVID-19 Vaccine
In a press conference on Tuesday, President Biden announced that the federal government is working to purchase an additional 200…
Schrodinger’s Market, Cognitive Dissonance, and Hyperinflation
Lewis Carrol’s tale summarizes the intuition behind the paradox of quantum superposition: in Schrödinger’s famous thought experiment, a cat can…
Likes/Dislikes – January 22, 2021
Below are Evergreen Gavekal's Likes/Dislikes for January 22, 2021.
Likes/Dislikes – January 15, 2021
Below are Evergreen Gavekal's Likes/Dislikes for January 15, 2021.