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November 22, 2013
November 22, 2013
“Stock market bubbles don’t grow out of thin air. They have a solid basis in reality, but reality as distorted by a misconception.”  -GEORGE SOROS, billionaire investor “The problem with bubbles is that they force one to decide whether to look like an idiot before the peak, or an idiot after the peak.”  -JOHN HUSSMAN, […]
By: Evergreen Gavekal
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November 15, 2013
November 15, 2013
“The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions.” -SETH KLARMAN, Legendary value Investor and long-time hedge fund manager Thank you for your interest in the Evergreen Virtual Advisor (EVA). Evergreen GaveKal’s e-letter, written by Chief Investment Officer David Hay, is delivered to […]
By: Evergreen Gavekal
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November 8, 2013
November 8, 2013
“On what principle is it, that when we see nothing but improvement behind us, we are to expect nothing but deterioration before us?” -MATT RIDLEY, author of The Rational Optimist Even a close follower of economic and market dynamics might wonder what in the world robots and Fed policies have to do with each other.  […]
By: Evergreen Gavekal
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November 1, 2013
November 1, 2013
“Speculators often prosper through ignorance; it is a cliché that in a roaring bull market knowledge is superfluous and experience is a handicap. But the typical experience of the speculator is one of temporary profit and ultimate loss.” -BEN GRAHAM, the father of security analysis POINTS TO PONDER 1. Based on the fact that the […]
By: Evergreen Gavekal
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October 25, 2013
October 25, 2013
"Two roads diverged in a wood, and I— I took the one less traveled by, and that has made all the difference." -ROBERT FROST Those who track financial news might have seen that Eugene Fama and Robert Shiller were recently awarded the Nobel Prize in economics. Fama is considered one of the founding fathers of […]
By: Evergreen Gavekal
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October 18, 2013
October 18, 2013
"The iconic actor Errol Flynn is reported to have quipped that his legendary financial problems lay ‘in reconciling my gross habits with my net income’. This is the most concise description I can marshal to explain the problem plaguing our nation’s fiscal authorities." -RICHARD FISHER, President of the Federal Reserve Bank of Dallas, in a […]
By: Evergreen Gavekal
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October 11, 2013
October 11, 2013
"Capitalism without failure is like Christianity without hell."  -WARREN BUFFETT Why economies fail. Does it ever frustrate you that our political leaders never seem to learn?  It certainly exasperates me, yet it’s also a fact that this is a global problem.  Our elected representatives aren’t the only knuckleheads out there, but at least ours are […]
By: Evergreen Gavekal
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October 4, 2013
October 4, 2013
"A comfortable investor is a complacent investor, and a complacent investor is someone who is about to get his head handed to him."  -MICHAEL LEWITT, distressed debt expert and author of The Credit Strategist POINTS TO PONDER 1. Stocks initially reacted euphorically when the Fed elected to maintain its trillion-dollar-per-year money creation extravaganza. After a […]
By: Evergreen Gavekal
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September 27, 2013
September 27, 2013
"There are two ways to be fooled.  One is to believe what isn’t true; the other is to refuse to believe what is true."   -SOREN KIEREGAARD, Danish philosopher and theologian CAPE Fear Not? There is an old saying that a man who doesn’t stand for something will fall for anything.  In my opinion, the same […]
By: Evergreen Gavekal
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September 25, 2013
January 13, 2012
“It was a year that made the smart money look dumb.” -WALL STREET JOURNAL REPORTER, JONATHAN CHENG Special message: On Thursday evening, January 26th, we will be hosting the annual Evergreen Capital forecast event. It will be held at the Hyatt Regency Hotel in Bellevue, 10500 NE 8th (the northeast corner of Bellevue Way and […]
By: Evergreen Gavekal
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