December 23, 2022
The Year It’s Been
By Louis-Vincent Gave Imagine an investor who had prior knowledge of this year’s major events—but no idea how the market would react to them. Specifically, imagine an investor who, a year ago, had been told that in the course of 2022: In short, 2022 was a tough year to navigate as relationships and trends that […]
By: Evergreen Gavekal
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December 16, 2022
Year-End Tax Memorandum
By Wm. Kelly Sterling As another challenging year ends, it is important to keep abreast of changes in the tax laws. This is especially true this year as we have a little more certainty about how new tax laws may impact you next year. This memo provides an overview of the major tax changes and […]
By: Evergreen Gavekal
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December 9, 2022
What Really Matters?
By Howard Marks There are few figures in our industry that I consider “can’t miss” contributors in terms of financial commentary. Howard Marks of Oaktree is one of them. His vast knowledge of the economy, public markets, private markets, etc., is tremendous. Unlike most authors, he doesn’t seek to impress people with complexities and big […]
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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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