No Escape From The Evergrande Effect
China’s official debt-to-GDP ratio has surged by 45 percentage points since 2016, leaving it with one of the highest debt…
They Paved the Port and Put up a Parking Lot
This week, we are presenting an expanded viewpoint on the global supply chain from someone who intensively studies supply-chain dynamics,…
Likes/Dislikes – September 17th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for September 17th, 2021.
Tax Legislation Update
Evergreen Gavekal, along with our partners at Evergreen Sterling Kuder (our firm’s tax division), strives to provide comprehensive financial guidance.…
The Anti-Bubble Years (Part II)
Returning back to the question that opened last week’s EVA, why, for nearly 40 years, was I almost always bullish…
Likes/Dislikes – September 10th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for September 10th, 2021.
The Anti-Bubble Years (Part I)
Bubbles now get tremendous amounts of press. Their counterparts, however, don’t. In my 42 years of financial market experience, anti-bubbles are…
Likes/Dislikes – September 3rd, 2021
Below are Evergreen Gavekal's Likes/Dislikes for September 3rd, 2021.
Likes/Dislikes – August 27th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for August 27th, 2021.
Saigon, Mosul Or Suez?
Situated at the gateway between Asia and Europe, Afghanistan has a long and unfortunate history of domination and strife by…