Recent Articles
It’s Launch Time, Part II
The main reason for this additional introduction to Bubble 3.0 is that you’ll quickly notice it’s Chapter 10, not 2. …
It’s Launch Time!
Quote: “When enterprise becomes the bubble on a whirlpool of speculation… (and) when the stock market takes on the attitude…
Positioning Recommendations – January 28th, 2022
There may be no more well-known financial personality right now than Jim Cramer. With his high-pitched voice, his gatling gun…
How Do Financial Advisors Add Value?
What is the role of a financial advisor? The landscape of financial services and advice has changed dramatically over the…
Positioning Recommendations – January 21st, 2022
They say patience is its own reward but when it comes to investors who display tenacity, resolve, conviction, or just…
Positioning Recommendations – January 14th, 2022
Was that it? Was that the long-feared correction in the equity market and especially growth stocks? Was that just one…
2022 Market Outlook: Healthy Economic Growth, with a Side of Volatility
In this edition of Evergreen Chartbook, we will provide our economic outlook for 2022, along with our views on how…
Positioning Recommendations – January 7th, 2022
Positioning Recommendations – January 7th, 2022
As January Goes
We are only six days into the year, but most investors must hope that the adage “as January goes, so…
US Equity Transitions
Despite huge supply chain disruption, rising inflation and a more-hawkish-than-expected central bank, the S&P 500 index rose a whopping 27%…
Likes/Dislikes – December 31st, 2021
Below are Evergreen Gavekal's Likes/Dislikes for December 31st, 2021.
Step Aside Unicorns, 2021 Was the Year of the Decacorn
Over the past three years, we’ve published three separate newsletters highlighting burgeoning startups that were expected to hit public markets…