December 2, 2022
Unicorns Surprise Despite Slowdown in Activity
Over the past four years, we’ve published a popular series highlighting a handful of Initial Public Offerings (IPOs) for investors to watch. The most recent installment, which was published in February of this year, shared a mindboggling statistic: that companies listed on US exchanges rose so rapidly in 2021 that the tally of IPOs hit […]
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November 18, 2022
The FTX Bezzle
By Louis Vincent-Gave Almost 70 years ago, John Kenneth Galbraith explained that during a bull market there is a period when an embezzler enjoys his ill-gotten gains, but the victim does not yet know he has lost out. Think of rich Europeans who invested with Bernie Madoff, and spent their summers in Saint Tropez and […]
By: Evergreen Gavekal
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November 11, 2022
Updated Guidance for Inherited IRAs
When the SECURE Act went into effect in 2020, it significantly changed how beneficiaries take required minimum distributions (RMDs). [1] Previously, heirs could take distributions over their life expectancy, per the IRS Uniform Life Table [2]. If the original owner passed away after January 1, 2020, inherited IRAs are subject to the 10-year rule, where […]
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November 4, 2022
Are Markets Right About Inflation?
By Tan Kai Xian Today we publish our Strategy Monthly chartbook, which argues that after a year of inflation being a singular global factor it is increasingly a variegated effect, region by region. In the United States, inflation remains the dominant economic issue impacting both politics and policymaking, yet we argue that inflationary forces in the world’s […]
By: Evergreen Gavekal
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October 28, 2022
The Fed Wrecking Ball
In this edition of Evergreen Chartbook, we dive into the Fed’s aggressive tightening campaign that has been both the sharpest and fastest on record. We’ll then take a close look at how these actions have inflicted significant carnage on the financial markets. While there’s no doubt there’s been massive collateral damage from highly aggressive fiscal […]
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October 21, 2022
Venture Debt Loses Steam in Q3
For early-stage growth companies, capital is the lifeblood that enables a company to meet its product and commercial milestones. Meeting these milestones are essential for unlocking additional capital and continuing to fuel growth. While this capital can come from various sources, Venture Capital (VC) is the most common source for early-stage companies. From a founder’s […]
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October 14, 2022
Year-End Planning Checklist
2022 has been a year of significant market turbulence, which has left many feeling cautious about the markets and concerned about the future. While it is impossible to predict where the market will be in the coming weeks and months, there are strategies to optimize your taxes and set you up for 2023. Use this […]
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October 7, 2022
Was That The Whale?
By Louis-Vincent Gave Throughout this year, I have argued that the world has entered a new liquidity crisis and an exit would require either a collapse in energy prices (as lower energy prices free up liquidity), and/or a falling US dollar (which allows other central banks to re-inject liquidity), and/or a re-injection of liquidity by […]
By: Evergreen Gavekal
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September 30, 2022
Lessons From a16z
Introduction It’s easy to forget how quickly technology has advanced over the last 15-20 years. In 2006, a small Silicon Valley startup named Tesla Motors started producing a luxury EV that could go more than 200 miles on a single charge. That same year, Amazon launched Amazon Web Services (AWS) giving life to “the cloud”. […]
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September 23, 2022
The Which-Doctor Is In...
A cardiologist walks into a patient’s room and says, “you’re going to need open heart surgery.” At that moment, most of our minds would begin to race. One might wonder about the survival rate of the surgery. Our thoughts may shift to our loved ones, or we may have questions about the recovery time and […]
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