October 7, 2022
Was That The Whale?
By Louis-Vincent Gave Throughout this year, I have argued that the world has entered a new liquidity crisis and an exit would require either a collapse in energy prices (as lower energy prices free up liquidity), and/or a falling US dollar (which allows other central banks to re-inject liquidity), and/or a re-injection of liquidity by […]
By: Evergreen Gavekal
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September 30, 2022
Lessons From a16z
Introduction It’s easy to forget how quickly technology has advanced over the last 15-20 years. In 2006, a small Silicon Valley startup named Tesla Motors started producing a luxury EV that could go more than 200 miles on a single charge. That same year, Amazon launched Amazon Web Services (AWS) giving life to “the cloud”. […]
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September 23, 2022
The Which-Doctor Is In...
A cardiologist walks into a patient’s room and says, “you’re going to need open heart surgery.” At that moment, most of our minds would begin to race. One might wonder about the survival rate of the surgery. Our thoughts may shift to our loved ones, or we may have questions about the recovery time and […]
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September 16, 2022
Hedging US Volatility
By Tan Kai Xian On Tuesday, as the S&P 500 sold off so abruptly, the Vix index, derived from the implied volatility on S&P 500 options, climbed from 23.87 to 27.27. This illustrates the utility of exposure to Vix futures as a hedge for US equity portfolios. As the S&P 500 fell -4.3%, an index […]
By: Evergreen Gavekal
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September 14, 2022
The Importance of Staying Invested
Source: J.P. Morgan Asset management analysis using data from Bloomberg. Returns are based on the S&P 500 Total Return Index, an unmanaged, capitalization-weighted index that measures the performance of 500 large capitalization domestic stocks representing all major industries. Indices do not include fees or operating expenses and are not available for actual investment. The hypothetical […]
By: Evergreen Gavekal
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September 9, 2022
How and Why to Freeze Your Credit
Freezing your credit is a quick and easy way to protect yourself from fraudsters opening credit accounts in your name. In a time when security breaches give access to your social security number and other identifying information, a freeze helps limit access to your credit report. Access to your credit report is required to open […]
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July 22, 2022
A Traffic Jam On The Internet Superhighway
The following article was originally published on by Evergreen Gavekal's Technology Advisor, Michael Johnston. If you think of the wireless internet as a multilane highway, we’re rapidly heading toward an inflection point. When the highway was first built by global mobile network operators (MNOs), there were fewer cars (devices) on the road. Now, however, personal computing […]
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July 15, 2022
Best Practices for Reviewing your Estate Plan
As your life evolves, so should your estate plan. Many individuals “set it and forget it”, that is to say, they draft initial documents and then do not revisit them. While having an outdated plan can be better than no plan at all, not updating documents can lead to many issues when it comes to […]
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July 8, 2022
Don’t Believe The US Recession Forecasts
Dear Clients and Readers,  This week, we are presenting a thought-provoking article from Gavekal Research's Co-Founder, Anatole Kaletsky. In his piece, Anatole shares a contrarian take on the current outlook for the US economy. While we don't necessarily agree wholeheartedly with his forecast, his viewpoint bears consideration, especially as the consensus for a recession continues to […]
By: Evergreen Gavekal
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March 17, 2022
Stranger Than Fiction
Each December, as most of us prepare to celebrate the holiday season, Wall Street luminaries deliver their outlooks for the year ahead. Typically, they “predict” where markets will finish in the coming year and detail key risks that could lie ahead. Respected Chief Economist at Deutsche Bank, Torsten Slok, prepared a list for 2020 market […]
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