Japan Looks Poised to Continue Growth Trend Into 2022
This week’s guest EVA comes from one of our favorite contributing authors, Gerard Minack, and his highly regarded publication: Down…
Likes/Dislikes – October 22nd, 2021
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Likes/Dislikes – October 15th, 2021
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A Temporary Respite
In this week’s newsletter, Gavekal’s Will Denyer talks about how the US Treasury continues to grapple with figuring out how…
Green Energy: A Bubble in Unrealistic Expectations, Part II
This is part two of our discourse regarding green energy and its profound – and somewhat misunderstood - impact on…
Green energy: A bubble in unrealistic expectations?
As I have written in past EVAs, it amazes me how little of the intense inflation debate in 2021 centered…
Likes/Dislikes – October 8th, 2021
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Likes/Dislikes – October 1st, 2021
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The DNA of a Successful Client
Every Monday at 9 AM, we gather to discuss feedback we're hearing both internally and externally. Often it is full…
Likes/Dislikes – September 24th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for September 24th, 2021.