Blog

September 25, 2013
June 8, 2012
"It’s not the strongest of the species that survives, nor the most intelligent, but the one most responsive to change."  -CHARLES DARWIN And now for something almost completely different. John Mauldin has become a major force in the financial media through his weekly newsletter, Thoughts from the Frontline.  His highly popular publication is received by […]
By: Evergreen Gavekal
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September 25, 2013
June 15, 2012
"When you do a stimulus, you should target supply-side measures that will also improve your long-term growth."  -SWEDISH FINANCE MINISTER, ANDERS BORG POINTS TO PONDER 1.  Over the last five years, American consumers have methodically paid down debt.  In vivid contrast, the US government continues to blow through debt ceiling limits like Europe goes through […]
By: Evergreen Gavekal
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September 25, 2013
June 22, 2012
"Liquidity does not fix insolvency."  -JOHN P. HUSSMAN, PH.D. A man who needs no introduction… This week we will be running another issue of John Mauldin’s Outside the Box  newsletter as our guest EVA. As we’ve mentioned in the past, John is a hugely influential presence in the financial industry. He publishes one of the […]
By: Evergreen Gavekal
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September 25, 2013
June 29, 2012
"Going into this summit we had a monetary union in Europe that clearly did not work. Coming out of this summit we have a monetary union that still does not work." -PAUL DONOVAN, GLOBAL ECONOMIST, UBS POINTS TO PONDER 1.  Though the popular perception is that government spending in the US is out of control, […]
By: Evergreen Gavekal
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September 25, 2013
July 6, 2012
"This isn’t just my wallet. It’s an organizer, a memory and an old friend." -SEINFELD'S GEORGE COSTANZA The following piece, written by Evergreen Gavekal’s CEO Tyler Hay, was published by Seeking Alpha earlier this week. Seeking Alpha reaches over 650,000 readers as "the premier website for actionable stock market opinion and analysis, and vibrant, intelligent […]
By: Evergreen Gavekal
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September 25, 2013
July 13, 2012
"I’m terrified of missing a big rally but equally terrified of a possible apocalypse."  -BARTON BIGGS, ACCLAIMED MONEY MANAGER  POINTS TO PONDER 1.  Unfortunately, the US Purchasing Managers Index (PMI) for both services and manufacturing has fallen to levels below those hit during the 2010 and 2011 "soft patches."  These key measures are considered to […]
By: Evergreen Gavekal
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September 25, 2013
July 20, 2012
"Only the government can take perfectly good paper, cover it with perfectly good ink and make the combination worthless."    -MILTON FRIEDMAN The Taylor House Rules.  Numerous past EVAs have highlighted the famous, at least to monetary authorities and economists, "Taylor Principle" (aka, the Taylor Rule), named after John B. Taylor, currently professor of economics at Stanford […]
By: Evergreen Gavekal
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September 25, 2013
July 27, 2012
"Clearly, things are weaker than we thought when we made plans for this year." -UPS CFO KURT KUEHN POINTS TO PONDER 1.  Retail sales have now fallen for three straight months.  This has occurred just 2% of the time since WWII and in all instances except one (late 2000) the US was already in recession.  […]
By: Evergreen Gavekal
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September 25, 2013
August 10, 2012
"This is the great danger America faces.  That we will cease to be one nation and become instead a collection of interest groups…each seeking to satisfy private wants."  -BARBARA JORDAN, CIVIL RIGHTS ACTIVIST AND CONGRESSWOMAN A third way? Last week’s EVA was the first installment in a two-part series on what I believe is one […]
By: Evergreen Gavekal
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September 25, 2013
August 17, 2012
"It is the long history of humankind (and animal kind, too) those who learned to collaborate and improvise most effectively have prevailed. " -CHARLES DARWIN By now most readers expect to open EVA each Friday and read our take on the ever-changing financial markets. Occasionally, something arises that’s compels us to deviate from our normal […]
By: Evergreen Gavekal
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