Blog

April 13, 2015
Trade-Weighted Chinese Yuan and Chinese Seasonally Adjusted Exports Year-over-Year
The Yuan is up 13% over the last year, which is clearly affecting exports. This likely means more rate cuts ahead.
By: Evergreen Gavekal
Read This >>
April 13, 2015
Weekly Insights
Click here to view this week's Insights.
By: Evergreen Gavekal
Read This >>
April 10, 2015
Evergreen Exchange
Two nays and a yea. There’s little doubt that the two most important developments in the financial markets over the last six months have been the stunning rise in the US dollar and the equally shocking collapse by oil prices. In this month’s edition of the Evergreen Exchange, we are taking a closer look at […]
By: Evergreen Gavekal
Read This >>
April 10, 2015
April 10, 2015
Two nays and a yea. There’s little doubt that the two most important developments in the financial markets over the last six months have been the stunning rise in the US dollar and the equally shocking collapse by oil prices. In this month’s edition of the Evergreen Exchange, we are taking a closer look at […]
By: Evergreen Gavekal
Read This >>
April 9, 2015
Price-to-Sales Ratio
Japanese blue chips trade at steep discounts vs. their US comps. Also, many are working to improve profitability.
By: Evergreen Gavekal
Read This >>
April 9, 2015
Future growth hindrance
This cycle unemployment and the population % not in workforce have diverged, the latter will hinder future growth.
By: Evergreen Gavekal
Read This >>
April 8, 2015
Surge in demand from lower oil
Lower gas prices have certainly stimulated driving, clearly indicating rising demand.
By: Evergreen Gavekal
Read This >>
April 6, 2015
Speculators Bullish
The degree to which speculators are betting against oil may mean a rally is looming.
By: Evergreen Gavekal
Read This >>
April 6, 2015
Weekly Insights
Click here to veiw this week's Insights.
By: Evergreen Gavekal
Read This >>
April 3, 2015
April 3, 2015
25 years in Sibera. In the late 1980s, I became convinced the Japanese stock and real estate markets were engulfed in one of the biggest speculative manias in world history. It was the first time I started using the B-word—as in "bubble"—in my conversations with clients. Some readers may remember that the most egregious example […]
By: Evergreen Gavekal
Read This >>
1 76 77 78 79 80 100
  • Categories

NEWSLETTER