When the punch bowl runs dry
“If you are on the wrong road, progress means doing an about-turn and walking back to the right road; and…
Here We Go (Down) Again
“If everyone is thinking alike, then somebody isn’t thinking.” – George S. Patton Jr. In this week’s Evergreen Exchange,…
Live by the trend, die by the trend
“To me, being prepared means being suspicious of trends that common sense tells us cannot last forever and yet have…
Weekly Insights
To subscribe to Insights, email jliu@evergreengavekal.com; Note: all returns represent total return including dividends; YTD Market Style Returns are based on…
The XI Jinping Put
“Revive the A shares, benefit the people; revive the A shares, benefit the people.” – A required chant from last…