General

Below are Evergreen Gavekal's Likes/Dislikes for March 26, 2021.

Over the past several weeks, a sharp spike in bond yields has created volatility in equity markets. In particular, the…

Below are Evergreen Gavekal’s Likes/Dislikes for March, 19th, 2021 EVA. As an overarching recommendation, present market conditions have become so hyper-bullish that this author is…

Click here to download PDF In this edition of Evergreen Chartbook, we will explore the continued economic recovery that started…

Click here to download PDF In this edition of Evergreen Chartbook, we will explore the continued economic recovery that started…

“US tech stocks have been hit hard, as attention focuses on the underlying quality of themes like the migration to…

Below are Evergreen Gavekal’s Likes/Dislikes for March, 12th, 2021 EVA.  As an overarching recommendation, present market conditions have become so hyper-bullish that this author is…

“The government’s share of the economy will continue to rise.  The more government is involved in the economy, the less…

“Bonds are not the place to be these days. Can you believe that the income recently from a 10-year Treasury bond…

“The pharmaceutical industry is the biggest bunch of crooks in this country.” Senator Bernie Sanders “All crises have involved debt…

Below are Evergreen Gavekal’s Likes/Dislikes for March, 5th, 2021 EVA.  As an overarching recommendation, present market conditions have become so hyper-bullish that this author is…

Below are Evergreen Gavekal’s Likes/Dislikes for February 26, 2021. ____________________________________________________________________________________________________________________________ OUR CURRENT LIKES AND DISLIKES Changes highlighted in bold. As…