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January 9, 2015
Evergreen Virtual Advisor - Annual Forecast
“The only function of economic forecasting is to make astrology look respectable.” - John Kenneth Galbraith, one of the 20th Century’s most venerated economists Another year, another blur.  Every year I’m struck by how quickly it’s time to write our annual forecast EVA, and this year is no exception. It continues to be my belief […]
By: Evergreen Gavekal
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January 5, 2015
Weekly Insights
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By: Evergreen Gavekal
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January 2, 2015
January 2, 2015
"Safety’ is a tricky and paradoxical concept. The safe assets are often the ones most people regard as hopelessly risky." - Jim Grant, acclaimed author of Grant’s Interest Rate Observer POINTS TO PONDER 1. The chart shown below, courtesy of the financial blog Hedgopia, vividly illustrates the incongruity between US capacity utilization (essentially tracking how […]
By: Evergreen Gavekal
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January 2, 2015
Evergreen Virtual Advisor
“Safety’ is a tricky and paradoxical concept. The safe assets are often the ones most people regard as hopelessly risky.” - Jim Grant, acclaimed author of Grant’s Interest Rate Observer POINTS TO PONDER 1. The chart shown below, courtesy of the financial blog Hedgopia, vividly illustrates the incongruity between US capacity utilization (essentially tracking how […]
By: Evergreen Gavekal
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December 26, 2014
December 26, 2014
"A stable market breeds complacency. Complacency breeds bad investing behavior. Bad investing behavior breeds regret." - The Motley Fool’s Morgan Housel "Common sense is not so common." - Voltaire What’s that smell? If you detect a distinct odor of smoke in the air, it’s likely coming from that blazing source known as the S&P 500. […]
By: Evergreen Gavekal
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December 19, 2014
December 19, 2014
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 to […]
By: Evergreen Gavekal
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December 12, 2014
December 12, 2014
"Most great investments begin in discomfort…bargains are usually found among things that are controversial, that people are pessimistic about, and that have been performing badly of late." - Howard Marks, one of the world’s finest money managers Wild Woody. Curmudgeon. Bully. Hot head. Sore loser. Whiner. Winner. Those are all adjectives that could describe one […]
By: Evergreen Gavekal
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December 5, 2014
December 5, 2014
"Never in history have household financial assets been higher relative to the disposable personal income that must support these assets and the humongous debts behind them." - Ned Davis, founder of Ned David Research (and a stock market bull!)   POINTS TO PONDER 1. Even money managers who focus on large-cap stocks (i.e., blue chips) […]
By: Evergreen Gavekal
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November 28, 2014
November 28, 2014
"It’s not what you look at that matters; it’s what you see." - Henry David Thoreau "The lack of volatility (in financial markets currently) is eerily reminiscent of the run-up to the financial crisis in 2007-2008." - Charles Bean, Bank of England Deputy Governor Disconcerting disconnects. There are many reasons I’ll always be grateful to […]
By: Evergreen Gavekal
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November 21, 2014
November 21, 2014
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 to […]
By: Evergreen Gavekal
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