Recent Articles
Buy The Dip? Or Embrace The Rotation?
Back in 2000, when technology stocks hit the wall, one of Gavekal’s first clients told us: “It’s OK. Bear markets…
Think Ahead: Expert Advice on Personal Audit Risk
This week’s newsletter is highlights our latest podcast, one of Evergreen Gavekal’s wealth advisors Kaeli Kaainoa, CFP® & CEPA, sits…
The Modern Space Race
1audio {“id”:32731} –> The Space Race that ignited during the mid-20th century was not merely a competition for national prestige;…
Quarterly Market Update – July 2024
This week’s newsletter features a presentation by Evergreen’s Co-Chief Investment Officer, Jeff Dicks. He reflects on the third quarter of…
What Drives Innovation?
Modern welfare states need economic growth to keep their show on the road. The ever-rising costs of pensions, of health…
721 Exchanges: Ending the 1031 Snowball
Imagine a seamless transition from the burdens of property management to a diversified portfolio, all while maintaining your passive income…
To Buy or Not to Buy?
For contrarian investors, which obviously includes yours truly, the most pressing investment question today might be whether Chinese stocks are…
Softer Inflation But Fewer Rate Cuts?
US inflation slowed in April, according to CPI data released Wednesday. Yet even though they had this softer inflation data…
A Glimpse into the Future?
Apple has long been celebrated as one of the most innovative companies in the world. Since its groundbreaking launch of…
529 Plan to Roth IRA Rollovers
1audio {“id”:30232} –> 529 plans are powerful tools that allow family members and loved ones to save for a child’s…
US Housing At A Key Juncture
The US housing market is humming along nicely, with both construction and sales doing well. New-build prices have stabilized and…
Private Equity (PE) Strings Together Victories Despite Headwinds
Leveraged buyouts (LBOs) and private equity deals face challenges in today’s expensive borrowing environment. However, Permira grabbed headlines this week…