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April 23, 2015
Uncharted Waters
When I studied finance, I was taught that if I put hard earned money in the bank, I would received interest. Conversely, if I wanted to borrow money, there was a cost associated with doing so. Many investors are overlooking just how much impact central bank's policy is having on the financial world and how […]
By: Evergreen Gavekal
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April 23, 2015
Evergreen Exchange
Click here to view this week's Evergreen Exchange.
By: Evergreen Gavekal
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April 22, 2015
Retiree confidence almost doubled
Retirees' confidence in their financial future has nearly doubled since the recession, according to the Employee Benefits Research Institute. A sign of improvement is the decline (almost half) of workers postponing retirement (13% this year versus 25% in 2009); 37% of retirees say they are confident they will be able to live comfortably for the […]
By: Evergreen Gavekal
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April 20, 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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April 17, 2015
Japan and China Treasury Holdings
With 10Y JGBs yielding just 0.30% it’s not surprising Japan surpassed China as largest foreign holder of USTs.
By: Evergreen Gavekal
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April 17, 2015
Guest EVA
We can't help it. Charles Gave inspires us so routinely that his musings are, once again, the highlight of this month’s Guest EVA. I had an immediate and visceral reaction to his April 10th published essay How Indexation Killed Growth. As you’ll see, he calls index investing stupid and compares it to Socialism—and that’s just […]
By: Evergreen Gavekal
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April 17, 2015
April 17, 2015
We can't help it. Charles Gave inspires us so routinely that his musings are, once again, the highlight of this month’s Guest EVA. I had an immediate and visceral reaction to his April 10th published essay How Indexation Killed Growth. As you’ll see, he calls index investing stupid and compares it to Socialism—and that’s just […]
By: Evergreen Gavekal
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April 15, 2015
US Current Account Balance as a % of GDP
Falling Fed deficits have neutered any serious efforts for fiscal reform. The trend is not our friend in this regard.
By: Evergreen Gavekal
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April 15, 2015
Cash out of favor now... but for how long?
“Similarly today, it is both painful and career risky to part with your increasingly beloved cash, particularly since cash has been so hard to raise in this market of unprecedented illiquidity. As this crisis climaxes, formerly reasonable people will start to predict the end of the world, armed with plenty of terrifying and accurate data […]
By: Evergreen Gavekal
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April 13, 2015
S&P 500 Index and MSCI Emerging Markets Index
EM stocks have underperformed the S&P by 80% since 2011. Year-to-date this trend has begun to reverse course.
By: Evergreen Gavekal
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