Blog

September 25, 2013
January 18, 2013
"Anyone who isn’t confused really doesn’t understand the situation." -EDWARD R. MURROW, JOURNALIST POINTS TO PONDER 1.  Until recently, it appeared as though the very sub-par expansion in the wake of the Great Recession was coming to an inglorious end.  Over the last couple of months, however, industrial production and employment have both rebounded sharply.  […]
By: Evergreen Gavekal
Read This >>
September 24, 2013
May 17, 2013
"The trouble with most people is that they think with their hopes or fears or wishes rather than their minds."  -WILL DURANT, author of The Story of Civilization Thanks,  Sunny Jim! One of the joys of approaching 60, and having led a fairly active life, is that body parts, such as joints and cartilage, begin […]
By: Evergreen Gavekal
Read This >>
September 24, 2013
May 10, 2013
“There are no new eras-excesses are never permanent." -BOB FARRELL, famed market technician POINTS TO PONDER 1. The economic forecasting firm ECRI, which has built one of the most accurate predictive records in the field, is still calling for a US recession. However, this view is looking increasingly premature and now its leading index is […]
By: Evergreen Gavekal
Read This >>
September 24, 2013
May 3, 2013
"Be patient and wait for markets to come to you.  Patience is a position, too." -JOHN MAULDIN , one of America’s most popular financial newsletter authors Will the "Curse of the Cover Story" strike again?  Sometimes a magazine cover is worth a thousand words—and hundreds of thousands in wealth preservation.  In fact, for some EVA […]
By: Evergreen Gavekal
Read This >>
September 24, 2013
April 26, 2013
"Gold to me is not a commodity. It’s money." -JIM GRANT, author of Grant’s Interest Rate Observer, in a CNBC feature interview this week with Maria Bartiromo. POINTS TO PONDER 1.  Although the US mortgage market is no longer a systemic threat, student loan debt is emerging as a smaller, but still substantial, debacle.  Overall, […]
By: Evergreen Gavekal
Read This >>
September 24, 2013
April 19, 2013
"The higher the stock market advances, the more reason there is to mistrust its future action.  Hence, a large advance…is basically a sign for caution and not a reason for confidence." -BEN GRAHAM; GENERALLY CONSIDERED THE FATHER OF SECURITY ANALYSIS AND CREATOR OF THE GRAHAM-DODD P/E RATIO.  The Oracles’s oracle. One of America’s least known […]
By: Evergreen Gavekal
Read This >>
September 24, 2013
March 29, 2012
"The time to repair the roof is when the sun is shining." -JOHN F. KENNEDY Special message:  In the March 15th EVA, I emphasized that insider selling was running at an extreme rate.  While this is true, the day after that edition went out, the Wall Street Journal ran an article quoting an insider trading […]
By: Evergreen Gavekal
Read This >>
September 24, 2013
March 22, 2013
"It’s not what you don’t know that kills you, it’s what you know for sure that ain’t true." -MARK TWAIN Often unknowingly, we perform risk-reward calculations in our daily lives. Something as basic as eating dinner at a restaurant involves risk, though you may not realize it.  You risk injury as you commute to that […]
By: Evergreen Gavekal
Read This >>
September 23, 2013
March 15, 2013
"You are neither right nor wrong because the crowd disagrees with you.  You are right because your data and reasoning are right." -BEN GRAHAM, WARREN BUFFET'S STOCK MARKET MENTOR In this latest issue of Points to Ponder, we are altering our usual format a bit to include one of the more interesting items I’ve come […]
By: Evergreen Gavekal
Read This >>
September 23, 2013
March 8, 2013
  "Everybody that manages money is waiting to catch the signal that the Fed will reverse course.  I think they’re on a hair trigger.  So I think the Fed will try to give little signals…but, in the end, there are an awful lot of people that want to get out of a lot of assets […]
By: Evergreen Gavekal
Read This >>
1 86 87 88 89 90 93
  • Categories

NEWSLETTER