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September 25, 2013
December 14, 2012
"I think that if we don’t get these politicians to come together, we face the most predictable economic crisis in history." -ERSKINE BOWLES In the wake of the US presidential election, it’s been interesting to listen to fellow Americans wax political on the issues facing our representatives in Washington.  There are frequent references to the […]
By: Evergreen Gavekal
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September 25, 2013
December 21, 2012
"The US can pay any debt it has because we can always print the money to do that." -ALAN GREENSPAN POINTS TO PONDER Special message: First of all, my Evergreen colleagues and I would like to wish all EVA readers a joyous Holiday Season.  The heartbreaking shooting last week in Connecticut is a reminder of […]
By: Evergreen Gavekal
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September 25, 2013
August 31, 2012
"Gold was not selected arbitrarily by governments to be the monetary standard.  Gold had developed for many centuries on the free market as the best money; as the commodity providing the most stable and desirable monetary medium."  -MURRAY ROTHBARD, ECONOMIST AND PROMINENT PROPONENT OF THE AUSTRIAN SCHOOL OF ECONOMICS. There’s gold in them thar mines! […]
By: Evergreen Gavekal
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September 25, 2013
September 7, 2012
"The shale/tight oil boom in the United States is not a temporary bubble, but the most important revolution in the oil sector in decades."  -FROM OIL: THE NEXT REVOLUTION, BY THE BELFER CENTER AT HARVARD’S KENNEDY SCHOOL POINTS TO PONDER 1.  Fed Chairman Ben Bernanke continues to strongly imply he will launch a third round […]
By: Evergreen Gavekal
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September 25, 2013
October 19, 2012
"Those who are too smart to engage in politics are punished by being governed by those who are dumber."   - PLATO "A good president is one who gets elected."   - ADOLPH MENJOU, IN THE 1948 FILM STATE OF THE UNION "The world needs honest men more than it needs presidents."   - SPENCER TRACY IN STATE […]
By: Evergreen Gavekal
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September 25, 2013
November 9, 2012
"Government is not reason; it is not eloquent; it is force.  Like fire, it is a dangerous servant and fearful master."    -GEORGE WASHINGTON Morning in America or America in mourning? Undoubtedly, how you are feeling, as this pivotal week comes to an end, is heavily dependent on your political inclinations.  My suspicion is that most […]
By: Evergreen Gavekal
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September 25, 2013
December 28, 2012
"Central banks cannot solve structural problems in the economy.  We’ve been saying this for years and it’s getting tiresome." -STEPHEN CECCHETTI, HEAD OF THE MONETARY DEPARTMENT FOR THE BANK FOR INTERNATIONAL SETTLEMENTS (BIS), THE WATCHDOG OF THE WORLD’S CENTRAL BANKS. In awe of a master. Harvey Pennick was one of the finest golfers to come […]
By: Evergreen Gavekal
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September 25, 2013
January 4, 2013
"How long can the world’s biggest borrower remain the world’s biggest power?"  -LARRY SUMMERS, FORMER US SECRETARY OF THE TREASURY 1.  The US is presently trapped in the vise-grip of political paralysis irrespective of a less than impressive resolution of the fiscal cliff.  Fortunately, despite the utter lack of leadership from our elected officials, America’s […]
By: Evergreen Gavekal
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September 25, 2013
January 11, 2013
"The future price tag of printing six trillion dollars’ worth of checks comes in the form of inflation and devaluation of currencies either relative to each other, or to commodities in less limitless supply such as oil or gold." -PIMCO’S BILL GROSS 2012: Triumph of the Central Banks. Wow! Didn’t I just do one of […]
By: Evergreen Gavekal
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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
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