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August 3, 2012
August 3, 2012
"Where is the wisdom we have lost in knowledge and where is the knowledge we have lost in information."  -T. S. ELIOT Let there be hope. Hope is one of the simplest yet most comforting words in the English language, at least when it comes to the real deal.  This is in vivid contrast to […]
By: Evergreen Gavekal
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March 23, 2012
March 23, 2012
"Reality is that which, when you stop believing in it, doesn’t go away." -PHILIP K. DICK, AMERICAN NOVELIST (BLADE RUNNER, TOTAL RECALL, MINORITY REPORT) POINTS TO PONDER Send your checks or money orders now. Stocks are not alone in climbing lofty peaks lately.  Last week, I spent a couple of days skiing with one of […]
By: Evergreen Gavekal
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January 27, 2012
January 27, 2012
“When all the experts and forecasts agree, something else is going happen.” -ACCLAIMED MARKET TECHNICIAN, BOB FARRELL Where have all the risks gone?   In the far distant past, like around last Thanksgiving, the world’s sundry problems were weighing heavily on investors’ minds.  Now, some two months later, all seems forgiven if not quite forgotten   For […]
By: Evergreen Gavekal
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January 20, 2012
January 20, 2012
“The problem with socialism is that eventually you run out of other people’s money.” - MARGARET THATCHER Special Message: In support of our ongoing effort to grow EVA readership, ECM is initiating a contest among our readers to see who can refer the most new EVA subscribers. Every month the reader with the most referrals […]
By: Evergreen Gavekal
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January 6, 2012
January 6, 2012
“If you can get long-term returns of 5% from either stocks or bonds, you should consider yourself or your portfolio in the upper echelon of competitors.” - BOND FUND SUPERSTAR, BILL GROSS POINTS TO PONDER 1.  Morgan Stanley’s former star strategist, Byron Wien, now vice chairman of Blackstone Advisory Partners, just released his highly popular […]
By: Evergreen Gavekal
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December 30, 2011
Evergreen Virtual Advisor
Click to view as PDF.  “In the middle of difficulty lies opportunity.” -Albert Einstein Peak Experience. With a business career rapidly approaching the 35-year mark, I’ve taken a number of work-related trips to some unusual, even exotic, locales. Last week, however, I traveled to what might have been my most unlikely business venue, one that […]
By: Evergreen Gavekal
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December 23, 2011
Evergreen Virtual Advisor
Click to view as PDF. “Witnessing the Republicans and Democrats endlessly bicker over the US debt is analogous to watching two drunks argue over the bar bill on the Titanic.” -READER GARY CARLSON in a letter to the editor of the Idaho Statesman POINTS TO PONDER 1. While Wall Street economists appear increasingly convinced the […]
By: Evergreen Gavekal
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March 25, 2011
March 25, 2011
“GE is now finding it profitable to build manufacturing and service centers in the US rather than overseas, because it is more competitive to do so.” - General Electric CEO, Jeff Immelt 1. Oil prices north of $100 are estimated to be sucking $100 billion of purchasing power out of the US economy. The economic […]
By: Evergreen Gavekal
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March 18, 2011
March 18, 2011
All of us at Evergreen Capital Management want to start this EVA by expressing our deepest sympathy to the people of Japan. The news footage is heartbreaking and a vivid reminder of the frailty of life. While we watch hopefully and root for their speedy recovery, we also acknowledge the impact this disaster has had […]
By: Evergreen Gavekal
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March 11, 2011
March 11, 2011
"Who will buy treasuries when the Fed doesn't? Yields may have to go higher, maybe even much higher to attract buying interest." -Pimco's BILL GROSS POINTS TO PONDER 1. Thanks to intense media attention on the fiscal woes of some municipalities, retail investors began withdrawing in droves from tax-free bond funds late last year. This […]
By: Evergreen Gavekal
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