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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September 16, 2022
Hedging US Volatility
By Tan Kai Xian On Tuesday, as the S&P 500 sold off so abruptly, the Vix index, derived from the implied volatility on S&P 500 options, climbed from 23.87 to 27.27. This illustrates the utility of exposure to Vix futures as a hedge for US equity portfolios. As the S&P 500 fell -4.3%, an index […]
By: Evergreen Gavekal
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September 14, 2022
The Importance of Staying Invested
Source: J.P. Morgan Asset management analysis using data from Bloomberg. Returns are based on the S&P 500 Total Return Index, an unmanaged, capitalization-weighted index that measures the performance of 500 large capitalization domestic stocks representing all major industries. Indices do not include fees or operating expenses and are not available for actual investment. The hypothetical […]
By: Evergreen Gavekal
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September 9, 2022
How and Why to Freeze Your Credit
Freezing your credit is a quick and easy way to protect yourself from fraudsters opening credit accounts in your name. In a time when security breaches give access to your social security number and other identifying information, a freeze helps limit access to your credit report. Access to your credit report is required to open […]
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September 2, 2022
VC Dealmaking Remains Strong Despite Public Market Volatility
VC Dealmaking Remains Strong Despite Public Market Volatility Private and public markets are inextricably linked. This crystalized in the first quarter of 2022 as public market volatility and falling valuations altered the VC landscape. For some, memories of 1999 and 2007 heightened fears that dry powder would evaporate and unleash a devastating blow to early-stage […]
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August 26, 2022
The Questions that Matter
By Louis-Vincent Gave Heading into the Jackson Hole symposium, investors are waiting with bated breath on the prepared remarks of Jay Powell. Will the Federal Reserve chair come out hawkish and so confirm the recent strength in the US dollar, the rollover in US equities and the sell-off in treasuries? Or will his speech be […]
By: Evergreen Gavekal
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August 19, 2022
Deep Recession? We're Not Betting On It.
In this edition of Evergreen Chartbook, we dive into the driving force behind the recent rally in financial markets and our outlook for the rest of the year. Near-term, we remain cautious since this sharp uptick we’ve seen of late is happening alongside deteriorating economic data. On a longer-term basis, we think falling inflation expectations […]
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August 12, 2022
Reviewing IRA Beneficiaries
Evaluating beneficiary designations is an important and often overlooked part of the estate planning process. If information is missing, outdated, or inconsistent with other estate documents, it can cause the accounts to not pass as they were intended, as well as increase taxes and expenses. Keep in mind your wealth transfer goals and discuss estate […]
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