The Internet of Things Data Tsunami
The physical and digital universes have something in common: sheer size with respect to volumes that are so large that…
Likes/Dislikes – November 29, 2019
Below are Evergreen Gavekal's Likes/Dislikes for November 29, 2019.
Love, Love Them Don’t
Over the last few years, the spectacular rise and subsequent fall in asset prices for Bitcoin, pot stocks, high-end real…
Likes/Dislikes – November 22, 2019
Below are Evergreen Gavekal's Likes/Dislikes for November 22, 2019.
The Hong Kong Conundrum
When writing Q&A On The Hong Kong Dollar Peg back in May, there was no inkling that trust between the…
Bubble 3.0: Back to the 2015 Future
Ned Davis has earned one of the most stellar reputations in the investment industry over his roughly 50-year career. He…
Likes/Dislikes – November 15, 2019
Below are Evergreen Gavekal's Likes/Dislikes for November 15, 2019.
Likes/Dislikes – November 8, 2019
Below are Evergreen Gavekal's Likes/Dislikes for November 8, 2019.
All-in on Blockchain?
Two years ago to the month, bitcoin was in the midst of a surge that put some of the frothiest…
Likes/Dislikes – November 1, 2019
Evergreen Gavekal's Likes/Dislikes for November 1, 2019.
The Outlook Gap
This Wednesday, Fed-head Jerome Powell announced the Federal Reserve’s third rate cut of 2019. On the same day, economic data…
Likes/Dislikes – October 25, 2019
Below are Evergreen Gavekal's Likes/Dislikes for October 25, 2019.