Blog

September 25, 2013
June 8, 2012
"It’s not the strongest of the species that survives, nor the most intelligent, but the one most responsive to change."  -CHARLES DARWIN And now for something almost completely different. John Mauldin has become a major force in the financial media through his weekly newsletter, Thoughts from the Frontline.  His highly popular publication is received by […]
By: Evergreen Gavekal
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September 25, 2013
June 15, 2012
"When you do a stimulus, you should target supply-side measures that will also improve your long-term growth."  -SWEDISH FINANCE MINISTER, ANDERS BORG POINTS TO PONDER 1.  Over the last five years, American consumers have methodically paid down debt.  In vivid contrast, the US government continues to blow through debt ceiling limits like Europe goes through […]
By: Evergreen Gavekal
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September 25, 2013
July 6, 2012
"This isn’t just my wallet. It’s an organizer, a memory and an old friend." -SEINFELD'S GEORGE COSTANZA The following piece, written by Evergreen Gavekal’s CEO Tyler Hay, was published by Seeking Alpha earlier this week. Seeking Alpha reaches over 650,000 readers as "the premier website for actionable stock market opinion and analysis, and vibrant, intelligent […]
By: Evergreen Gavekal
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September 25, 2013
July 13, 2012
"I’m terrified of missing a big rally but equally terrified of a possible apocalypse."  -BARTON BIGGS, ACCLAIMED MONEY MANAGER  POINTS TO PONDER 1.  Unfortunately, the US Purchasing Managers Index (PMI) for both services and manufacturing has fallen to levels below those hit during the 2010 and 2011 "soft patches."  These key measures are considered to […]
By: Evergreen Gavekal
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September 25, 2013
July 20, 2012
"Only the government can take perfectly good paper, cover it with perfectly good ink and make the combination worthless."    -MILTON FRIEDMAN The Taylor House Rules.  Numerous past EVAs have highlighted the famous, at least to monetary authorities and economists, "Taylor Principle" (aka, the Taylor Rule), named after John B. Taylor, currently professor of economics at Stanford […]
By: Evergreen Gavekal
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September 25, 2013
July 27, 2012
"Clearly, things are weaker than we thought when we made plans for this year." -UPS CFO KURT KUEHN POINTS TO PONDER 1.  Retail sales have now fallen for three straight months.  This has occurred just 2% of the time since WWII and in all instances except one (late 2000) the US was already in recession.  […]
By: Evergreen Gavekal
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September 25, 2013
June 29, 2012
"Going into this summit we had a monetary union in Europe that clearly did not work. Coming out of this summit we have a monetary union that still does not work." -PAUL DONOVAN, GLOBAL ECONOMIST, UBS POINTS TO PONDER 1.  Though the popular perception is that government spending in the US is out of control, […]
By: Evergreen Gavekal
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September 25, 2013
October 26, 2012
"How many things we regarded yesterday as articles of faith that seem to us only fables today?"  - MICHEL DE MONTAIGNE, FRENCH RENAISSANCE PHILOSOPHER Land of the setting yen? After nearly 34 years in the investment business, one strongly and widely held view—clutched with almost religious fervor by millions of investors, academics, and policymakers—still leaves […]
By: Evergreen Gavekal
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September 25, 2013
October 12, 2012
"The US is the best looking horse in the glue factory." -ERSKINE BOWLES, CO-AUTHOR OF THE SIMPSON-BOWLES DEFECIT REDUCTION PLAN. "We have a leaderless government right now." -ALAN SIMPSON, THE PLAN’S OTHER CO-AUTHOR. A most important election. Presidential elections are almost always over-hyped. Typically, they don’t live up to their billing as the newly elected "messiah" […]
By: Evergreen Gavekal
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September 25, 2013
September 28, 2012
"The fact that the Keynesians...are in total disarray just shows that their global explanation of how the world works is simply wrong.  If Keynesian policies worked France should be booming today."   -CHARLES GAVE The game that will live in infamy.  Silly me—after all these years I thought CNBC was actually a financial news network.  But […]
By: Evergreen Gavekal
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