Gold Beyond the Iran Crisis
When we published our letter on hard assets in late-December, there was no way of knowing what geo-political events would…
Likes/Dislikes – January 10, 2020
Below are Evergreen Gavekal's Likes/Dislikes for January 10, 2020.
Likes/Dislikes – January 3, 2020
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7 Tipping Points for the 2020s
A century ago, the Roaring Twenties were an era marked by economic prosperity, technical innovation and societal progress. Following the…
SECURE Act 2019 Summary
The SECURE Act of 2019 brings the second major Congressional action for tax and retirement reform in 24 months. These…
Taking the Hard Way Out
40 years is a very long time, at least in human terms. But when it comes to inflation, the not-so-fine…
Likes/Dislikes – December 27, 2019
Below are Evergreen Gavekal's Likes/Dislikes for December 27, 2019.
The Risks in 2020 Seem Evenly Balanced
One of the main goals of this newsletter is to examine both sides of a particular issue or viewpoint, be…
Likes/Dislikes – December 20, 2019
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Likes/Dislikes – December 13, 2019
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The Knowledge Revolution and Its Consequences
It is said there are “no atheists in foxholes”. When things get desperate, we all like to imagine a better…
Likes/Dislikes – December 6, 2019
Below are Evergreen Gavekal's Likes/Dislikes for December 6, 2019.