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June 12, 2015
June 12, 2015
“It’ll be gone by June.” - Variety magazine referring to rock ‘n roll, in 1955 “We don’t like their sound, and guitar music is on the way out.” - A Decca Records executive on declining to sign the Beatles in 1962 “Reagan doesn’t have the presidential look.” - A United Artists executive, rejecting Ronald Reagan […]
By: Evergreen Gavekal
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June 12, 2015
Guest EVA
“It’ll be gone by June.” - Variety magazine referring to rock ‘n roll, in 1955 “We don’t like their sound, and guitar music is on the way out.” - A Decca Records executive on declining to sign the Beatles in 1962 “Reagan doesn’t have the presidential look.” - A United Artists executive, rejecting Ronald Reagan […]
By: Evergreen Gavekal
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June 5, 2015
June 5, 2015
“Would we be in the same mess today if Lehman Brothers had been Lehman Sisters?” -New York Times columnist Nicholas Kristof, in an article during the financial crisis. The price of bias. This month’s edition of the Evergreen Exchange will reflect the differing viewpoints of multiple members from our investment committee. In the spirit of […]
By: Evergreen Gavekal
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June 5, 2015
Evergreen Exchange
“Would we be in the same mess today if Lehman Brothers had been Lehman Sisters?” -New York Times columnist Nicholas Kristof, in an article during the financial crisis. The price of bias. This month’s edition of the Evergreen Exchange will reflect the differing viewpoints of multiple members from our investment committee. In the spirit of […]
By: Evergreen Gavekal
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June 1, 2015
Weekly Insights
By: Evergreen Gavekal
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May 29, 2015
Evergreen Virtual Advisor
"The US stock market has been this high only three times before since 1881." - Yale University’s Dr. Robert Shiller, referring to the price/earnings (P/E) ratio that bears his name. Mauled by a bear. One would need to be a very cursory or infrequent EVA reader—God forbid!—to be unaware that this author believes most investment assets […]
By: Evergreen Gavekal
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May 29, 2015
May 29, 2015
"The US stock market has been this high only three times before since 1881." - Yale University’s Dr. Robert Shiller, referring to the price/earnings (P/E) ratio that bears his name. Mauled by a bear. One would need to be a very cursory or infrequent EVA reader—God forbid!—to be unaware that this author believes most investment […]
By: Evergreen Gavekal
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May 22, 2015
May 22, 2015
By: Evergreen Gavekal
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May 22, 2015
Evergreen Chartbook
Click here to view this week's Chartbook.
By: Evergreen Gavekal
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May 18, 2015
Weekly Insights
To subscribe to Insights, email jliu@evergreengavekal.com; Note: all returns represent total return including dividends; YTD Market Style Returns are based on the Russell indices. Please see important disclosure below: DISCLOSURES: This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security […]
By: Evergreen Gavekal
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