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.
The Three Waves of Capitalism
Historically, three waves have driven capitalism forward, each dominating in turn.
Cannaboom or Cannabust?
An informative interview from Evergreen Gavekal’s CEO Tyler Hay as he discusses the dynamic opportunities and evolving risks facing investors…
Likes/Dislikes – October 18, 2019
Below are Evergreen Gavekal's Likes/Dislikes for October 18, 2019.
Apocalypse Not Now
Central amongst the host of issues currently crowding the global forum is an escalating conflict in the Middle East. Aside…