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November 14, 2014
November 14, 2014
"Get acquainted with your shadow, or find yourself surprised when a crisis emerges." - M.B. Dallocchio "It’s part of what we call the Shadow, all the dark parts of us we can’t face. It’s the thing that, if we don’t deal with it, eventually poisons our lives." - S. Kelley Harrell Much more than a […]
By: Evergreen Gavekal
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November 7, 2014
November 7, 2014
"Here’s to the crazy ones, the misfits, the rebels, the troublemakers, the round pegs in the square holes... because the ones who are crazy enough to think that they can change the world, are the ones who do." - Apple co-founder Steve Jobs "The time is coming (when) global financial markets stop focusing on how […]
By: Evergreen Gavekal
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October 31, 2014
October 31, 2014
"It is impossible to produce a superior performance unless you do something different from the majority." - Sir John Templeton, founder of the Templeton mutual fund family (now Franklin Funds) "In recent years, holding cash is so completely out of favor that it has become the ultimate contrarian investment." – Seth Klarman, one of today’s […]
By: Evergreen Gavekal
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October 24, 2014
October 24, 2014
"Asset purchases may act like a sweet poison for the governments. The rude awakening may come when the purchases are reduced or stopped altogether." - Bundsbank President Jens Weidmann "We may never know where we are going, but we’d better have a good idea where we are." –Howard Marks, famed investor POINTS TO PONDER 1. […]
By: Evergreen Gavekal
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October 17, 2014
October 17, 2014
“We cannot solve problems by using the same kind of thinking we used when we created them.” - Albert Einstein And now for something (almost) completely different. Those EVA readers out there who keep precise track of our publishing sequence—all six of you—realize this is that time of the month when we produce our "full-length" […]
By: Evergreen Gavekal
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October 10, 2014
October 10, 2014
“When we look at the high-income economies…we must recognize that they are in a truly extraordinary state. The best way to describe it is as a managed depression.” - Martin Wolf, Chief Economics Commentator for the Financial Times POINTS TO PONDER 1. A number of EVAs from 2013, and earlier this year, warned about inflated […]
By: Evergreen Gavekal
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October 3, 2014
October 3, 2014
"I recently tried to refinance my mortgage and was unsuccessful in doing so. I think the tightness of mortgage credit—lending—is still probably excessive." - Ben Bernanke, speaking at a conference earlier this week "There are cracks emerging in the Teflon tape that is the S&P 500." - Mike O’Rourke, author of The Closing Print and […]
By: Evergreen Gavekal
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September 26, 2014
September 26, 2014
"I don’t think the words ‘dual mandate’ crossed my lips in eight years. If prices are stable, that (is) good for employment." - Paul Volcker, referring to his time as Fed chairman, in a speech this week to the Economic Club of NY POINTS TO PONDER 1. Inflation has moderated in the US recently, but […]
By: Evergreen Gavekal
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September 19, 2014
September 19, 2014
"Money amplifies our tendency to overreact, to swing from exuberance when things are going well to deep depression when they go wrong." - Economist and historian, Niall Ferguson Future bull. Let me admit up front that this EVA has been rolling around in my mind for quite awhile. Its genesis may be directly related to […]
By: Evergreen Gavekal
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September 12, 2014
September 12, 2014
"No one can possibly achieve any real and lasting success or get rich in business by being a conformist." - J. Paul Getty "If you’re looking where everybody else is looking, you’re looking in the wrong spot." - Mark Cuban, technology entrepreneur and owner of the Dallas Mavericks   POINTS TO PONDER 1. Capital spending […]
By: Evergreen Gavekal
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