April 25, 2024
A Question To Challenge The Deflationary Mindset
The rise in US treasury yields this year initially caused the usual casualties: the yen, won, euro, and British pound. From exchange rates, it seems that the US interest rate wrecking ball is now wreaking destruction among richly-valued technology stocks. Recent trading sessions have seen a vicious rotation in equity markets. It’s not every day […]
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April 18, 2024
Quarterly Market Update - April 2024
This week's newsletter features a presentation by Evergreen's Co-Chief Investment Officer, Jeff Dicks. He reflects on the first quarter of 2024 and reviews the investment committee's market outlook in 27 charts. In addition to these insights, Jeff also discusses key themes to pay attention to for the remainder year. DISCLOSURE: Securities highlighted or discussed in this […]
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April 11, 2024
Optimizing Charitable Contributions: Find the Most Effective Giving Strategy
In navigating the landscape of charitable giving, individuals often find themselves contemplating the most efficient and impactful means of supporting causes that resonate with them. Determining the optimal way to donate is not just about the amount contributed but also about the effectiveness of the contribution. Factors such as administrative costs, transparency, and the direct […]
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March 28, 2024
What The Fed Did Next
So far this year, we have seen US inflation repeatedly beat expectations, US gasoline prices creep higher, gold break out to new all-time highs, feverish speculation in crypto and parts of the equity market, bonds sell off, and the US dollar roll over. Now copper has suddenly broken out of its recent trading range. And […]
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March 21, 2024
Tech Giants Bet on the Next Growth Frontier
India's economic trajectory has been nothing short of extraordinary, with tailwinds propelling its growth story forward at an unprecedented rate. The latest GDP data, released at the end of February, highlighted robust 8.4% year-over-year growth in the fourth quarter of 2023. This marks the third consecutive quarter where India has recorded growth rates exceeding 8%, […]
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March 15, 2024
Think Ahead: The 2024 Horizon
There are many professional economists who can tell you what is on the horizon for 2024. In this episode of Think Ahead, Kaeli Kaainoa talks to Evergreen's Co-CIOs, Jeff Dicks and David Hay, and gets their take on what investors should keep an eye on in 2024. Some topics discussed include the upcoming US presidential […]
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March 14, 2024
Planning For the Tax Cuts and Jobs Act Sunset in 2026
Many significant tax changes enacted in the 2017 Tax Cuts and Jobs Act (TCJA) are set to expire, or “sunset”, at the end of 2025. The biggest of these changes relate to the estate and gift tax exemption which was increased from $5.45 million in 2016 to $13.6 million per individual in 2024 but is […]
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March 7, 2024
3 Key Takeaways from Warren Buffett's Annual Letter
Warren Buffett's annual letter to shareholders gets a lot of fanfare – and for good reason. Since taking control of Berkshire Hathaway in 1965, Buffett has led the company to return a compound annual growth rate of 19.8% for its shareholders, nearly twice that of the S&P 500. While that might not seem too dramatic […]
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February 29, 2024
Good Story Versus Bad Valuations
In the run-up to Nvidia’s earnings release late Wednesday, there was a palpable concern in the market that the AI boom’s flagship would disappoint lofty expectations; what is now Wall Street’s most heavily traded stock traded -2% down during the afternoon session. And then Nvidia did it again, exceeding expectations in terms of revenue, earnings […]
By: Will Denyer
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February 22, 2024
Do Music Royalties Offer a Compelling Alternative Investment Opportunity?
Over a decade ago, I founded an early-stage, venture-backed company in the music technology space. At the time, the music industry was undergoing a seismic shift with the emergence of the iPhone, the growing popularity of streaming platforms like Spotify, and the rise of software that gave anyone with a computer the ability to create […]
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