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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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December 23, 2011
Evergreen Virtual Advisor
Click to view as PDF. “Witnessing the Republicans and Democrats endlessly bicker over the US debt is analogous to watching two drunks argue over the bar bill on the Titanic.” -READER GARY CARLSON in a letter to the editor of the Idaho Statesman POINTS TO PONDER 1. While Wall Street economists appear increasingly convinced the […]
By: Evergreen Gavekal
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March 25, 2011
March 25, 2011
“GE is now finding it profitable to build manufacturing and service centers in the US rather than overseas, because it is more competitive to do so.” - General Electric CEO, Jeff Immelt 1. Oil prices north of $100 are estimated to be sucking $100 billion of purchasing power out of the US economy. The economic […]
By: Evergreen Gavekal
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March 18, 2011
March 18, 2011
All of us at Evergreen Capital Management want to start this EVA by expressing our deepest sympathy to the people of Japan. The news footage is heartbreaking and a vivid reminder of the frailty of life. While we watch hopefully and root for their speedy recovery, we also acknowledge the impact this disaster has had […]
By: Evergreen Gavekal
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March 11, 2011
March 11, 2011
"Who will buy treasuries when the Fed doesn't? Yields may have to go higher, maybe even much higher to attract buying interest." -Pimco's BILL GROSS POINTS TO PONDER 1. Thanks to intense media attention on the fiscal woes of some municipalities, retail investors began withdrawing in droves from tax-free bond funds late last year. This […]
By: Evergreen Gavekal
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March 4, 2011
March 4, 2011
"Like all bubbles, these exaggerated increases (in commodities and other higher risk assets) can rapidly reverse when interest rates return to normal levels." -MARTIN FELDSTEIN, former chief economic adviser to Ronald Reagan, referring to the Fed's QEII program POINTS TO PONDER 1. Continuing the pattern of conflicting economic releases, the Chicago Purchasing Manager’s Index is […]
By: Evergreen Gavekal
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February 25, 2011
February 25, 2011
"There is a big difference between an inflation scare and an inflation cycle and most pundits are underestimating the degree of austerity that is on its way at all levels of government, which will outlast the commodity boomlet." -DAVID ROSENBURG POINTS TO PONDER 1. With inflation fears running rampant once again, it might be prudent […]
By: Evergreen Gavekal
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February 18, 2011
February 18, 2011
"In China, of course, just like in most emerging markets, you're dealing in a country where the rule of law and the independence of the courts are extremely questionable... That's why emerging markets...deserve to trade at a discount compared to developed markets." -LOUIS GAVE Being Evergreen Capital’s chief investment officer has many advantages, but taking […]
By: Evergreen Gavekal
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