Blog

February 7, 2022
Bubble 3.0, Chapter 2, The Worst Kind Of Bubble
Greetings, EVA and “Bubble 3.0” readers! Thank you for your continuing interest in this project.  Based on the flood of new impressions that have been generated, it does seem like the subject matter is of interest to a broad audience.  That has certainly been my hope but I’m gratified to see momentum building behind this […]
By: Evergreen Gavekal
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February 4, 2022
Positioning Recommendations – February 4th, 2022
The Most Dangerous Chart on Wall Street? Yes, I admit it.  The following image doesn’t look very scary--especially not compared with many of the market valuation charts such as the one immediately below it showing the towering price-to-sales ratio for the S&P--but please allow me to explain my reasoning.                         The first visual illustrates how remarkably […]
By: Evergreen Gavekal
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February 4, 2022
Chasing Decacorns: IPOs to Watch in 2022
Over 1,000 companies hit US public markets for the first time in 2021, shattering previous records. However, after a red-hot start to the year, shares of newly public listings reversed course towards the end of 2021 and into 2022.
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February 3, 2022
That Hissing Sound You're Hearing...
"I'm being modest when I say I'm the world's greatest day trader. My unlimited money has upgraded to infinity money. There's nobody who can argue that Warren Buffett is better at the stock market than I am right now. I'm better than he is. That's a fact."   David “Davey Day Trader” Portnoy, one of […]
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January 31, 2022
It's Launch Time, Part II
The main reason for this additional introduction to Bubble 3.0 is that you’ll quickly notice it’s Chapter 10, not 2.  Last Friday, I pointed out we’ll be pulling some chapters forward periodically when we feel there is a pressing reason to do so.  In this case, it’s the accelerating meltdown in the wildly speculative reaches […]
By: Evergreen Gavekal
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January 28, 2022
It’s Launch Time!
Quote:  “When enterprise becomes the bubble on a whirlpool of speculation… (and) when the stock market takes on the attitude of a casino, the job (of capitalism) is likely to be ill-done.”  John Maynard Keynes “Everybody tries to compare this with ’99.  That was a bubble in technology… but it was a very, very narrow […]
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January 28, 2022
Positioning Recommendations – January 28th, 2022
There may be no more well-known financial personality right now than Jim Cramer.  With his high-pitched voice, his gatling gun verbal delivery, his frantic arm waving, and his uncanny Vladimir Lenin look-a-like looks, his extraordinary successful career on CNBC is more than a little perplexing.  One could quip that he has a face made for […]
By: Evergreen Gavekal
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January 28, 2022
How Do Financial Advisors Add Value?
What is the role of a financial advisor? The landscape of financial services and advice has changed dramatically over the last few decades, as barriers to entry to investing have evaporated and individual investors can research, trade, and build portfolios all from their cell phones.
By: Evergreen Gavekal
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January 21, 2022
Positioning Recommendations – January 21st, 2022
They say patience is its own reward but when it comes to investors who display tenacity, resolve, conviction, or just plain stubbornness, it’s nice to get a bit of a monetary remuneration from time to time.  As far as the miners of precious metals are concerned, there’s been precious little of that lately…like for almost […]
By: Evergreen Gavekal
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January 14, 2022
Positioning Recommendations – January 14th, 2022
Was that it?  Was that the long-feared correction in the equity market and especially growth stocks?  Was that just one more chance to “buy the dip” (often, with a colorful adjective added between “the” and “dip”.)  In my view, a yes response is possible but not probable, despite the bounce-back by the Nasdaq this week.  […]
By: Evergreen Gavekal
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