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December 24, 2010
Evergreen Virtual Advisor
Click to view as PDF. “Indeed, the euro must still be one of the greatest shorts out there—what sort of credibility can the currency possibly have when the Irish banks managed to pass those European stress tests last summer?” - DAVID ROSENBERG, prominent economic strategist POINTS TO PONDER 1. The index of US Leading Economic Indicators (LEI) has […]
By: Evergreen Gavekal
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December 17, 2010
Evergreen Virtual Advisor
Click here to view as PDF. “Pessimism is so often wrong because people assume a world where there is no change or innovation. They simply extrapolate from what is going on today, failing to recognize the new developments and insights that might alter current trends.” -Bill Gates POINTS TO PONDER 1. Year-end supply pressures and credit fears continue to […]
By: Evergreen Gavekal
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December 10, 2010
Evergreen Virtual Advisor
Click here to view as PDF. “The US as a net debtor is one of the oldest canards.” -GaveKal Research’s Charles Gave POINTS TO PONDER 1. Due to both a negative reaction to the Fed’s second round of quantitative easing (QE II) and this week’s surprisingly pro-growth tax proposals by President Obama, yields on the 10-year Treasury […]
By: Evergreen Gavekal
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October 17, 2008
Evergreen Virtual Advisor
Click here to view as PDF. "There are no atheists in foxholes or ideologues in financial crises." -Fed Chairman BEN BERNANKE Points to Ponder 1. The primary measure of stock market volatility, the VIX, recently hit 80, the highest level ever recorded. Even readings of 40 are considered extreme; thus, the current number is truly incredible. 2. […]
By: Evergreen Gavekal
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November 1, 2006
The Evergreen Virtual Advisor (EVA) - Nov. 2006
Sometimes warnings do more harm than good. Back during the rock and roll phase of the late, great tech boom, various observers, including your humble EVA-author, repeatedly warned of a judgment day. Yet the NASDAQ just kept rolling. The innumerable premature warnings only seemed to embolden those entranced by tech’s seemingly endless ascent.
By: Evergreen Gavekal
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