Are Rock-Bottom Bond Yields ‘Irrational’?
What has been the most surprising financial event of 2021? The 20% gain in equity prices, the 40% jump in…
Likes/Dislikes – December 24th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for December 24th, 2021.
Macro Outlook for 2022
It’s not an exaggeration to say that the raging debate about whether inflation is transitory or persistent is the most…
Likes/Dislikes – December 17th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for December 17th, 2021.
Likes/Dislikes – December 10th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for December 10th, 2021.
Growth Stock Relative Performance
Last week’s EVA pointed out the considerable damage that has occurred below the placid surface of the US stock market. …
Inflation, Panic or Passing?
Today, the question that most clients seem to be seeking a solution for is that of inflation. It is a…
Likes/Dislikes – December 3rd, 2021
Below are Evergreen Gavekal's Likes/Dislikes for December 3rd, 2021.
Oh, My, Cron!
Sorry to break it to you, Omicron, but you’re not the second coming of Delta. As more information comes out,…
Special Edition: Likes/Dislikes – November 26th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for November 26th, 2021.