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May 31, 2013
May 31, 2013
"Just because a reversal of something unsustainable hasn’t happened yet, doesn’t mean it won’t." -SUPER INVESTOR, SETH KLARMAN There they go again! Don’t get me wrong—I’m a regular reader and avid admirer of The Economist.  It has a uniquely global perspective but whoever chooses its cover graphics does have quite the knack for star-crossed timing.   […]
By: Evergreen Gavekal
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May 24, 2013
May 24, 2013
"I worry about the effects on the long-run stability of our financial system if the Fed attempts to substitute its judgment for those of the market.  Such a regime would only increase the unhealthy tendency of investors to pay more attention to policymakers’ attitudes than to the economic fundamentals."  -BEN BERNANKE, October 15, 2002, one […]
By: Evergreen Gavekal
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April 12, 2013
April 12, 2013
"Inflation is a more fundamental danger than speculative investment.  Some countries seem to be in the unusual situation where they are trying to create inflation. They will come to regret that."  -PAUL VOLCKER, FORMER FED CHAIRMAN, IN A RECENT INTERVIEW POINTS TO PONDER 1.  One of last week’s big news items was the stunning announcement […]
By: Evergreen Gavekal
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April 5, 2013
April 5, 2013
"After a large number of snowflakes accumulate, a snow cap builds on a mountain.  At some point, a single additional snowflake creates an avalanche."  -STEPHANE DEO, GLOBAL HEAD OF ASSET ALLOCATION AT UBS, REFERRING TO THE LATEST EUROPEAN BANKING CRISIS A desirable divorce and a questionable coronation? Charles and Louis Gave are one of the […]
By: Evergreen Gavekal
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August 3, 2012
August 3, 2012
"Where is the wisdom we have lost in knowledge and where is the knowledge we have lost in information."  -T. S. ELIOT Let there be hope. Hope is one of the simplest yet most comforting words in the English language, at least when it comes to the real deal.  This is in vivid contrast to […]
By: Evergreen Gavekal
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March 23, 2012
March 23, 2012
"Reality is that which, when you stop believing in it, doesn’t go away." -PHILIP K. DICK, AMERICAN NOVELIST (BLADE RUNNER, TOTAL RECALL, MINORITY REPORT) POINTS TO PONDER Send your checks or money orders now. Stocks are not alone in climbing lofty peaks lately.  Last week, I spent a couple of days skiing with one of […]
By: Evergreen Gavekal
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January 27, 2012
January 27, 2012
“When all the experts and forecasts agree, something else is going happen.” -ACCLAIMED MARKET TECHNICIAN, BOB FARRELL Where have all the risks gone?   In the far distant past, like around last Thanksgiving, the world’s sundry problems were weighing heavily on investors’ minds.  Now, some two months later, all seems forgiven if not quite forgotten   For […]
By: Evergreen Gavekal
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January 20, 2012
January 20, 2012
“The problem with socialism is that eventually you run out of other people’s money.” - MARGARET THATCHER Special Message: In support of our ongoing effort to grow EVA readership, ECM is initiating a contest among our readers to see who can refer the most new EVA subscribers. Every month the reader with the most referrals […]
By: Evergreen Gavekal
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January 6, 2012
January 6, 2012
“If you can get long-term returns of 5% from either stocks or bonds, you should consider yourself or your portfolio in the upper echelon of competitors.” - BOND FUND SUPERSTAR, BILL GROSS POINTS TO PONDER 1.  Morgan Stanley’s former star strategist, Byron Wien, now vice chairman of Blackstone Advisory Partners, just released his highly popular […]
By: Evergreen Gavekal
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December 30, 2011
Evergreen Virtual Advisor
Click to view as PDF.  “In the middle of difficulty lies opportunity.” -Albert Einstein Peak Experience. With a business career rapidly approaching the 35-year mark, I’ve taken a number of work-related trips to some unusual, even exotic, locales. Last week, however, I traveled to what might have been my most unlikely business venue, one that […]
By: Evergreen Gavekal
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