Déjà vu 2000 or Flashback 2007? (Part II)
Let’s return to one of the most pressing questions facing investors right now, one we also discussed last week: Namely,…
Likes/Dislikes – September 13, 2019
Below are Evergreen Gavekal's Likes/Dislikes for September 13, 2019.
Déjà vu 2000 or Flashback 2007? (Part I)
Finally! A “Bubble 3.0” chapter mostly devoted to the stock market! Based on what a complex beast it is, the…
Likes/Dislikes – September 6, 2019
Evergreen Gavekal's Likes/Dislikes for September 6, 2019.
Likes/Dislikes – August 30, 2019
Evergreen Gavekal's Likes/Dislikes for August 30, 2019.
The Disaster of Negative Interest Policy
For over 30 years, I have read every Barron’s Roundtable edition interviewing many of the world’s foremost money managers. Past…
The Big Data Dilemma
The idea of a “connected world” has taken many forms over several millennia. In the 4th century BC, trade between…
Likes/Dislikes – August 23, 2019
Evergreen Gavekal's Likes/Dislikes for August 23, 2019.
Likes/Dislikes – August 16, 2019
Evergreen Gavekal's Likes/Dislikes for August 16, 2019.
The Surge in Anti-Fragile Assets
Well, that was an exciting week in the markets! All three major US indexes started down on Monday following renewed…