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September 25, 2013
April 20, 2012
"The idea that Chinese capitalism provides a blueprint for the rest of the world economy is an absurd exaggeration." -KENNETH ROGOFF, CO-AUTHOR OF THE EPIC WORK ON FINANCIAL BUBBLES, "THIS TIME IS DIFFERENT". APRIL 20TH, EVA In a recent EVA, I explained the sequence we follow for this publication. For those that might have missed […]
By: Evergreen Gavekal
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September 25, 2013
April 27, 2012
"We can actually manufacture as cheaply or cheaper here in the US than we can in China." -DAVID ROBERTS, CEO OF INDUSTRIAL CONGLOMERATE, CARLYLE, REFERRING TO ITS TIRE OPERATION "The discovery and development of North America’s shale resources has the potential to be the most remarkable source of economic growth and prosperity that any of […]
By: Evergreen Gavekal
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September 25, 2013
May 4, 2012
"Europe is headed for a depression if it doesn’t figure out how to reform."   -JOHN MAULDIN, SPEAKING TODAY AT HIS ANNUAL STRATEGIC INVESTMENT CONFERENCE IN CARLSBAD, CALIFORNIA POINTS TO PONDER 1.  Recent EVAs have noted that growth in US after-inflation (real) disposable income is at recession-type levels.  Looking back over a longer time frame shows […]
By: Evergreen Gavekal
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September 25, 2013
May 11, 2012
"They are going to have to do something in Spain’s case.  This is a big economy and the banks are holed below the water line."     -SIMON TILFORD, CHIEF ECONOMIST AT THE CENTER FOR EUROPEAN REFORM MAY 11TH, EVA What price arrogance? An article of faith on the part of central bankers, along with most of […]
By: Evergreen Gavekal
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September 25, 2013
May 18, 2012
"Why save the bubonic plague?" -GAVEKAL RESEARCH'S CHARLES GAVE, IN AN INTERVIEW ON FRENCH TV THIS WEEK WHEN ASKED WHAT SHOULD BE DONE TO SAVE THE EURO POINTS TO PONDER 1. A recurring warning in numerous EVAs this year centered on the carefree attitude of the US stock market as the European crisis intensified.  Another […]
By: Evergreen Gavekal
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September 25, 2013
May 25, 2012
"Better an end with horror, than a horror without end." -AN OLD GERMAN PROVERB POINTS TO PONDER When titans, and their egos, collide. Just a few miles up the hill from the race track where, as Bing Crosby used to croon, "the surf meets the turf at Old Del Mar," the annual gathering of many […]
By: Evergreen Gavekal
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September 25, 2013
June 1, 2012
"When will market cycles be banished or made more muted?  That’ll happen when greed, human failings and herd behavior are eliminated.  Or, in other words, never."  -HOWARD MARKS, CO-FOUNDER OF OAKTREE CAPITAL MANAGEMENT POINTS TO PONDER 1.  The euro currency’s fight for its life continues to dominate headlines worldwide, obscuring what is becoming an intensifying […]
By: Evergreen Gavekal
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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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