Oh, My, Cron!
Sorry to break it to you, Omicron, but you’re not the second coming of Delta. As more information comes out,…
Special Edition: Likes/Dislikes – November 26th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for November 26th, 2021.
Everything is Amazing but Nobody is Happy
This week’s Evergreen Virtual Advisor (EVA) comes from Vincent Deluard, Director of Global Macro Strategy at StoneX Group. Vincent consistently…
Likes/Dislikes – November 19th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for November 19th, 2021.
No More Mr. Nice Guy: Trump is Back
In this week’s Evergreen Virtual Advisor (EVA), we turn to Dr. Pippa Malmgren, who served as special assistant to President…
Cathie Wood: Next Big Risk is Deflation
In this week’s edition of Evergreen Virtual Advisor (EVA), we’re featuring an interview with ARK Investment Management CEO, Cathie Wood.…
Likes/Dislikes – November 12th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for November 12th, 2021.
A New Playbook for VC? (Part II)
The modern venture capital industry, popularly referred to as “VC”, is known for leading early-stage investments in some of the…
Likes/Dislikes – November 5th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for November 5th, 2021.
The Case for Greenflation
In this week’s EVA, we are running a special podcast edition of David Hay’s recent interview on MacroVoices with hedge…
Likes/Dislikes – October 29th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for October 29th, 2021.
What, Me Worry?
As is the case with Evergreen, our partner firm Gavekal encourages an environment of “opinion exchanges”. In the latter case,…