Everything is Amazing but Nobody is Happy
This week’s Evergreen Virtual Advisor (EVA) comes from Vincent Deluard, Director of Global Macro Strategy at StoneX Group. Vincent consistently…
Likes/Dislikes – November 19th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for November 19th, 2021.
No More Mr. Nice Guy: Trump is Back
In this week’s Evergreen Virtual Advisor (EVA), we turn to Dr. Pippa Malmgren, who served as special assistant to President…
Cathie Wood: Next Big Risk is Deflation
In this week’s edition of Evergreen Virtual Advisor (EVA), we’re featuring an interview with ARK Investment Management CEO, Cathie Wood.…
Likes/Dislikes – November 12th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for November 12th, 2021.
A New Playbook for VC? (Part II)
The modern venture capital industry, popularly referred to as “VC”, is known for leading early-stage investments in some of the…
Likes/Dislikes – November 5th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for November 5th, 2021.
The Case for Greenflation
In this week’s EVA, we are running a special podcast edition of David Hay’s recent interview on MacroVoices with hedge…
Likes/Dislikes – October 29th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for October 29th, 2021.
What, Me Worry?
As is the case with Evergreen, our partner firm Gavekal encourages an environment of “opinion exchanges”. In the latter case,…