Recent Articles
Apocalypse Not Now
Central amongst the host of issues currently crowding the global forum is an escalating conflict in the Middle East. Aside…
Likes/Dislikes – October 11, 2019
Below are Evergreen Gavekal's Likes/Dislikes for October 11, 2019.
The Cream of the (Cash Burning) Crop
In 1999, 547 companies rushed towards public markets looking to capitalize on the zenith of the dotcom era. The vast…
Likes/Dislikes – October 4, 2019
Below are Evergreen Gavekal's Likes/Dislikes for October 4, 2019.
The Next Logical Steps in a Classic Dangerous Journey?
In late-July, we published the musings of famed investor and hedge fund manager Ray Dalio in a piece titled “The…
The Cost of Being Normal
Throughout 2015 and all the way into 2018 the Fed was a bit obsessed with being “normal”. They wanted a…
Likes/Dislikes – September 27, 2019
Below are Evergreen Gavekal's Likes/Dislikes for September 27, 2019.
Likes/Dislikes – September 20, 2019
Below are Evergreen Gavekal's Likes/Dislikes for September 20, 2019.
Q&A on the Saudi Oil Attacks
In the mid-1950s, geologist M. King Hubbert theorized that “peak oil” would come when the maximum rate of extraction of…
Déjà vu 2000 or Flashback 2007? (Part II)
Let’s return to one of the most pressing questions facing investors right now, one we also discussed last week: Namely,…
Likes/Dislikes – September 13, 2019
Below are Evergreen Gavekal's Likes/Dislikes for September 13, 2019.
Déjà vu 2000 or Flashback 2007? (Part I)
Finally! A “Bubble 3.0” chapter mostly devoted to the stock market! Based on what a complex beast it is, the…