Recent Articles
Uncharted Waters
When I studied finance, I was taught that if I put hard earned money in the bank, I would received…
Evergreen Exchange
Click here to view this week’s Evergreen Exchange.
Retiree confidence almost doubled
Retirees’ confidence in their financial future has nearly doubled since the recession, according to the Employee Benefits Research Institute. A…
Weekly Insights
To subscribe to Insights, email jliu@evergreengavekal.com; Note: all returns represent total return including dividends; YTD Market Style Returns are based…
Japan and China Treasury Holdings
With 10Y JGBs yielding just 0.30% it’s not surprising Japan surpassed China as largest foreign holder of USTs.
Guest EVA
We can’t help it. Charles Gave inspires us so routinely that his musings are, once again, the highlight of this…
April 17, 2015
We can’t help it. Charles Gave inspires us so routinely that his musings are, once again, the highlight of this…
US Current Account Balance as a % of GDP
Falling Fed deficits have neutered any serious efforts for fiscal reform. The trend is not our friend in this regard.
Cash out of favor now… but for how long?
“Similarly today, it is both painful and career risky to part with your increasingly beloved cash, particularly since cash has…
S&P 500 Index and MSCI Emerging Markets Index
EM stocks have underperformed the S&P by 80% since 2011. Year-to-date this trend has begun to reverse course.
Trade-Weighted Chinese Yuan and Chinese Seasonally Adjusted Exports Year-over-Year
The Yuan is up 13% over the last year, which is clearly affecting exports. This likely means more rate cuts…
Weekly Insights
Click here to view this week’s Insights.