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March 7, 2024
3 Key Takeaways from Warren Buffett's Annual Letter
Warren Buffett's annual letter to shareholders gets a lot of fanfare – and for good reason. Since taking control of Berkshire Hathaway in 1965, Buffett has led the company to return a compound annual growth rate of 19.8% for its shareholders, nearly twice that of the S&P 500. While that might not seem too dramatic […]
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February 29, 2024
Good Story Versus Bad Valuations
In the run-up to Nvidia’s earnings release late Wednesday, there was a palpable concern in the market that the AI boom’s flagship would disappoint lofty expectations; what is now Wall Street’s most heavily traded stock traded -2% down during the afternoon session. And then Nvidia did it again, exceeding expectations in terms of revenue, earnings […]
By: Will Denyer
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February 22, 2024
Do Music Royalties Offer a Compelling Alternative Investment Opportunity?
Over a decade ago, I founded an early-stage, venture-backed company in the music technology space. At the time, the music industry was undergoing a seismic shift with the emergence of the iPhone, the growing popularity of streaming platforms like Spotify, and the rise of software that gave anyone with a computer the ability to create […]
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February 15, 2024
Understanding Amazon Executive Compensation
Amazon provides a range of benefits designed to assist employees in wealth accumulation, risk management, and retirement planning. Make sure you understand the opportunities that are available to you and how to make the most of your compensation package. Working with our team of wealth consultants can help you better understand how the choices you […]
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February 8, 2024
An Unusual Friday
By: Louis-Vincent Gave Friday was a most unusual day in markets for a number of reasons: • The US payroll report for January exceeded even the most optimistic forecasts. Without belaboring the point, almost every single category of US employment topped expectations, pointing to a job market that remains very tight, especially for construction workers, […]
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February 1, 2024
Can AI Enthusiasm Carry Big Tech Through Earnings Season?
Navigating the unfolding narrative of the tech industry this week is akin to a captivating blockbuster with unexpected twists. Heading into the week, Microsoft, Alphabet (Google), Apple, Amazon, and Meta (Facebook) had investors on the edge of their seats, hoping and praying that several members of the “Magnificent Seven” would deliver data justifying the recent […]
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January 25, 2024
Understanding Microsoft Executive Compensation
Microsoft employees have many opportunities to defer their current income, save on taxes, and set up future retirement goals. Make sure you understand the various components of your benefits package, so you are taking care of your current cash flow needs while planning for future objectives. Reach out to your wealth consultant to review how […]
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January 19, 2024
Key Financial Data 2024
While there were no significant tax law changes in 2023, with three major pieces of legislation passed within the last four years there are many items to be aware of looking forward. For 2024 the IRS announced substantial inflation adjustments that mean higher thresholds for tax brackets, a larger standard deduction, and an increase in […]
By: Evergreen Gavekal
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January 18, 2024
2023: A Year in Review
Even if I told you the future, you wouldn’t believe it! Investors are constantly trying to read the economic tea leaves, attempting to decipher, digest, and predict what’s going to happen next. This is a difficult prospect at best and a fool’s errand at worst. The takeaway I hope readers extract from this piece is […]
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January 11, 2024
Quarterly Market Update - January 2024
This week's newsletter features a presentation by Evergreen's Co-Chief Investment Officer, Jeff Dicks. He reflects on the final quarter of 2023 and reviews the investment committee's 2024 market outlook in 32 charts. In addition to these insights, Jeff also discusses key themes to pay attention to for the upcoming year.  DISCLOSURE: Securities highlighted or discussed in […]
By: Evergreen Gavekal
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