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March 16, 2015
Weekly Insights
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By: Evergreen Gavekal
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March 13, 2015
Forward P/Es are well above average
Forward P/Es are well above average and would be even more elevated without an unrealistic 20% assumed increase in Q4
By: Evergreen Gavekal
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March 13, 2015
March 13, 2015
Once a month, we publish EVA in the Evergreen Exchange format. This issue should be a particularly unique exchange of ideas, because Tyler Hay, Jeff Eulberg, and David Hay each selected an influential investment mind whose approach they admire. Aside from explaining the motivation for the individual they chose to write about, each author will […]
By: Evergreen Gavekal
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March 13, 2015
Evergreen Exchange
Once a month, we publish EVA in the Evergreen Exchange format. This issue should be a particularly unique exchange of ideas, because Tyler Hay, Jeff Eulberg, and David Hay each selected an influential investment mind whose approach they admire. Aside from explaining the motivation for the individual they chose to write about, each author will […]
By: Evergreen Gavekal
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March 9, 2015
Weekly Insights
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By: Evergreen Gavekal
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March 6, 2015
March 6, 2015
“This is a brand new world where money and bond markets are broken and the time value of money in some cases is being totally violated.” - Leading economist, David Rosenberg   Special message: Before we get into the main text of this month’s full-length edition, I wanted to mention that we’ve had a format […]
By: Evergreen Gavekal
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March 6, 2015
Evergreen Virtual Advisor
Special message: Before we get into the main text of this month’s full-length edition, I wanted to mention that we’ve had a format change. Our Points to Ponder (PTP) section, which also ran monthly, is now being replaced by a daily Tweet. To access those, please follow us @EvergreenGK. We will also be adding one […]
By: Evergreen Gavekal
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March 2, 2015
Weekly Insights
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By: Evergreen Gavekal
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February 27, 2015
February 27, 2015
  IMPORTANT DISCLOSURES This report is for informational purposes only and does not constitute a solicitation or an offer to buy or sell any securities mentioned herein. 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 or instrument or […]
By: Evergreen Gavekal
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February 27, 2015
Evergreen Chartbook
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By: Evergreen Gavekal
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