Software Stocks Get Hit With The Asbestos Stick
As Yogi Berra famously said, “it’s deja-vu all over again.” When I first started in the financial industry, asbestos-related civil…
Why the Best Portfolios Aren’t Built by One Mind
If you ask the average person who the best investor in the world is, most will say Warren Buffett –…
Software’s Next Chapter: Robert F. Smith on The Next Era of Enterprise Platforms
This week we are pleased to share a recent perspective from Robert F. Smith, CEO of Vista Equity Partners, one…
Debunking Social Security Myths in 2026: How to Make Smarter Claiming Decisions
There are many misconceptions about Social Security and how it fits into retirees’ financial plans. Miscalculating Social Security decisions can meaningfully influence lifetime…
What Will Stop The Metals Bull Market?
Precious metals have started 2026 as they finished 2025. Year to date, gold is up 8%, platinum 15%, and silver…
Rare Earth Elements: Tech’s Hidden Backbone
Rare earth elements (REEs) are the unsung heroes inside smartphones, electric vehicles, wind turbines, and modern defense systems. Though not…
Market Update – Q1 2026
The Q1 2026 Quarterly Market Update highlights a U.S. economy that slowed late in 2025 but avoided recession, with weakening…
Understanding Trump Accounts: A New Long-Term Savings Program for Children
Trump Accounts are newly created tax-advantaged savings and investment accounts for children under age 18, established under the One Big Beautiful Bill Act…
The Most Obvious Pricing Anomalies
As Charles has highlighted, the value of Asian currencies, especially the renminbi, makes little sense today. This is obvious to…
IPOs to Watch in 2026
The third quarter of 2025 marked the most active period for U.S. IPOs since 2021. During the quarter, 65 U.S.…
Is it a Bubble?
We are presenting a memo from Howard Marks of Oaktree Capital, Is It a Bubble?, which examines whether today’s enthusiasm…
Charity Spotlight: Eye Surgeons International
Our staff members participate in various charitable organizations, and while Evergreen Gavekal is not affiliated with the organization featured in…