Blog

April 8, 2022
Delisting Has Not Been Derailed
By Thomas Gatley from Gavekal Dragonomics What happenedThe China Securities Regulatory Commission on Saturday published a proposed rule change for offshore-listed companies, removing a requirement that audit inspections be conducted by Chinese government agencies. The contextChina’s securities regulators have been negotiating with their US counterparts over the requirement, included in the Holding Foreign Companies Accountable […]
By: Evergreen Gavekal
Read This >>
April 1, 2022
Positioning Recommendations - April 1st, 2022
Ride Away, Right Away! It’s no April Fool’s gag that the first quarter was a rare down one for stock investors. That is, unless they were closely following this newsletter’s repeated recommendations to have considerable hard asset exposure.  The S&P 500 was down roughly 4 ½% in Q1, while the NASDAQ, most investors’ favorite playground, […]
By: Evergreen Gavekal
Read This >>
April 1, 2022
And Just Like That…
Through the first half of 2021, the US Initial Public Offering (IPO) market hit record after record, as proceeds and activity went gangbusters. At its peak, nearly $40.7 billion of capital was raised via initial public offerings across 118 deals in the second quarter of 2021.
Read This >>
April 1, 2022
Reversion to the Meme
 Image: KnowYourMeme.com “A gold mine is a hole in the ground with a liar standing next to it.” - Often attributed to Mark Twain (a great line, no matter the source) Hopefully, everyone reading this edition of our Evergreen Virtual Advisor (EVA) is aware that I recently completed a book titled Bubble 3.0.  It continues to […]
Read This >>
March 25, 2022
Positioning Recommendations - March 25th, 2022
Implausible Deniability? The economic and geopolitical headwinds are blowing much stronger than they were prior to Russia’s attack on Ukraine.  So, what has been the stock market’s reaction to this?  Just like in the days when the Fed was in binge-print mode, it has been to head north.  The S&P 500 and the Nasdaq are […]
By: Evergreen Gavekal
Read This >>
March 25, 2022
Planning Strategies for Market Volatility
When markets are down, it is easy to panic and question your investment strategy. While markets have bounced back in the last two weeks, many indexes, such as the NASDAQ, are still in correction territory, and our investment team thinks we will likely see more volatility in 2022 than we have in recent years. No […]
Read This >>
March 25, 2022
Time To Call It A (Bubble) Wrap
In this final chapter of Bubble 3.0, I cover the subject a number of you have been asking for since we began publishing my book in chapters and mini chapters:  How best to protect your personal wealth from the radically different investment environment in which we find ourselves. It’s simply stating the obvious that when […]
Read This >>
March 24, 2022
EVA Readers Rock!
Your response to our Ukrainian relief message has been extraordinary!!  It appears that we will at least hit $75,000, with a decent shot at approaching my $100,000 “stretch” goal.  A few of you even took my suggestion and donated appreciated stock.  In that regard, included below is a receipt from the Salvation Army’s Marci Servizi […]
By: Evergreen Gavekal
Read This >>
March 18, 2022
Positioning Recommendations, March 18th, 2022
Send In The Drones Is this just a bear market rally? Or is the stock market poised for a further rebound?  In my view, the correct answer is contingent on the ceasefire talks between Ukraine and Russia.  While acknowledging the usual fog of war, and what does to informational reliability, it’s nearly inarguable that V. […]
Read This >>
March 17, 2022
Stranger Than Fiction
Each December, as most of us prepare to celebrate the holiday season, Wall Street luminaries deliver their outlooks for the year ahead. Typically, they “predict” where markets will finish in the coming year and detail key risks that could lie ahead. Respected Chief Economist at Deutsche Bank, Torsten Slok, prepared a list for 2020 market […]
Read This >>
  • Categories