February 15, 2023
Private Market Sentiment Remains Bullish Despite Headwinds
There’s a popular axiom on Wall Street that two emotions drive markets: fear and greed. Warren Buffett immortalized the contrarian viewpoint on this subject, famously declaring that investors should “be fearful when others are greedy and greedy when others are fearful.” Sentiment indicators quantify market psychology and are often used to gauge bullish or bearish […]
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February 8, 2023
Planning For Medicare Part B IRMAA Surcharges
Millions of Americans turn 65 every year and sign up for Medicare, and beneficiaries should be aware of strategies that can help save money on premiums. From 1966 when the Part B premium was $3 per month, until 2006, when it was $88.50 per month, all beneficiaries paid the same premium, which covered about 25% […]
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February 2, 2023
Disinflation And A Potentially Stubborn Fed
By Will Denyer For the first time in this cycle, Federal Reserve chair Jay Powell cheerily intoned on Wednesday that “a disinflationary process has started”. Accordingly, the Fed further slowed the pace of tightening—hiking the main policy interest rate by 25bp (to just under 4.75%), as opposed to prior increments of 50bp and 75bp. So […]
By: Evergreen Gavekal
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January 27, 2023
Top Charts to Watch in 2023
In this edition of the Evergreen Chartbook, we will review the top charts that investors should track in 2023. We’ll also look at the potential path of interest rates, inflation, and our outlook for the Federal Reserve’s monetary policy. Lastly, we will go over some key visuals that impact stocks, bonds and commodities. See if […]
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January 20, 2023
Is there a “Perfect Storm” Brewing in the Private Secondaries Market?
Private Equity (PE) exits in the United States dropped precipitously from $876.7 billion in 2021 to $295.8 billion in 2022. During the same period, the Initial Public Offering (IPO) market almost completely evaporated, as public listings accounted for only 2.5% of exit value last year. The impacts of rising inflation, public market volatility, and geopolitical […]
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January 13, 2023
Secure Act 2.0
On December 23rd, 2022, Congress passed the SECURE Act 2.0, expanding on the original SECURE Act passed in 2019. This legislation impacts retirees as well as those who are saving for retirement. We have highlighted the most significant changes below. Please review with your wealth consultant how these changes will impact you. If you are […]
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January 6, 2023
China's Unfolding Equity Bull Market
By: Louis Vincent-Gave For all the growth in the Chinese economy over the past two decades, the returns on Chinese equities have been no better than pedestrian— demonstrating once again that the correlation between economic growth and stock market returns is a tenuous one, especially in emerging markets. However, every now and then the Chinese […]
By: Evergreen Gavekal
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December 30, 2022
Did AI Just Have its iPhone Moment?
Introduction Investors that read or listen to Louis-Vincent Gave are likely familiar with his assertion that the defining moment of 2007-2008 wasn’t the US mortgage crisis but was instead the launch of the iPhone. And, early adopters who traded in their BlackBerry Curve, Palm Treo, or RAZR flip phone back in the summer of 2007 […]
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December 23, 2022
The Year It’s Been
By Louis-Vincent Gave Imagine an investor who had prior knowledge of this year’s major events—but no idea how the market would react to them. Specifically, imagine an investor who, a year ago, had been told that in the course of 2022: In short, 2022 was a tough year to navigate as relationships and trends that […]
By: Evergreen Gavekal
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December 16, 2022
Year-End Tax Memorandum
By Wm. Kelly Sterling As another challenging year ends, it is important to keep abreast of changes in the tax laws. This is especially true this year as we have a little more certainty about how new tax laws may impact you next year. This memo provides an overview of the major tax changes and […]
By: Evergreen Gavekal
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