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August 22, 2024
US Housing And Government Action
In setting out their election platforms, both Democrats and Republicans want to address housing affordability, which has become a hot-button issue for US voters. Two and half years of tight monetary policy has left potential homebuyers unable to afford a new property and persuaded potential sellers that they should sit tight and keep enjoying cheap […]
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August 15, 2024
Why Sitting in Money Markets May Prove Costly
This week’s article discusses what to do with cash balances that have become unwieldy, something we’ve started to notice a lot more frequently with investors. Frankly, the significant increase in money on the sidelines due to attractive risk-adjusted returns from cash equivalents has been a pain point for many financial planners, like myself. While money […]
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August 8, 2024
Buy The Dip? Or Embrace The Rotation?
Back in 2000, when technology stocks hit the wall, one of Gavekal’s first clients told us: “It’s OK. Bear markets serve an important purpose: they return capital to its rightful owners.” Behind this cynicism lies an inherent truth. Bear markets do tend to shake out “weak hands,” clean out retail investors, and punish those who […]
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August 2, 2024
Think Ahead: Expert Advice on Personal Audit Risk 
This week's newsletter is highlights our latest podcast, one of Evergreen Gavekal’s wealth advisors Kaeli Kaainoa, CFP® & CEPA, sits down with our most recent addition to our team, Melissa Hilty, an attorney with an LLM in Taxation and over 15 years of experience with the IRS. They discuss her extensive tax expertise, the invaluable […]
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July 25, 2024
The Modern Space Race
The Space Race that ignited during the mid-20th century was not merely a competition for national prestige; it was a catalyst for innovation. The successful launch of Sputnik 1 by the Soviet Union in 1957 marked the dawn of the space age and triggered an unprecedented surge in scientific and engineering advancements. This tiny sphere […]
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July 18, 2024
Quarterly Market Update - July 2024
This week's newsletter features a presentation by Evergreen's Co-Chief Investment Officer, Jeff Dicks. He reflects on the third quarter of 2024 and reviews the investment committee's market outlook in 34 charts. In addition to these insights, Jeff also discusses key themes to pay attention to for the remainder year. DISCLOSURE: Securities highlighted or discussed in this […]
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July 11, 2024
What Drives Innovation?
Modern welfare states need economic growth to keep their show on the road. The ever-rising costs of pensions, of health care and of maintaining crumbling infrastructure all necessitate rising tax revenues. And rising tax revenues typically depend on economic growth. In turn, economic growth is generated either by population expansion or by productivity growth. This […]
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July 3, 2024
721 Exchanges: Ending the 1031 Snowball
Imagine a seamless transition from the burdens of property management to a diversified portfolio, all while maintaining your passive income stream. The 721 exchange program offers real estate investors a unique opportunity to reallocate their assets into more varied investment vehicles without triggering immediate capital gains taxes. This solution not only eases landlord responsibilities but […]
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June 27, 2024
To Buy or Not to Buy?
For contrarian investors, which obviously includes yours truly, the most pressing investment question today might be whether Chinese stocks are at a multi-generational buy point. Cover stories such as the ones seen below, especially from The Economist, are nearly fail-safe long-term buy signals. However, it’s merely being factual to state that China’s stock market has […]
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June 20, 2024
Softer Inflation But Fewer Rate Cuts?
US inflation slowed in April, according to CPI data released Wednesday. Yet even though they had this softer inflation data in hand, Federal Reserve policymakers still pared back their rate cut expectations for the year. In the new dot plot published Wednesday, the median projection showed just one rate cut before the end of 2024. […]
By: Will Denyer
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