Blog

November 18, 2022
The FTX Bezzle
By Louis Vincent-Gave Almost 70 years ago, John Kenneth Galbraith explained that during a bull market there is a period when an embezzler enjoys his ill-gotten gains, but the victim does not yet know he has lost out. Think of rich Europeans who invested with Bernie Madoff, and spent their summers in Saint Tropez and […]
By: Evergreen Gavekal
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November 4, 2022
Are Markets Right About Inflation?
By Tan Kai Xian Today we publish our Strategy Monthly chartbook, which argues that after a year of inflation being a singular global factor it is increasingly a variegated effect, region by region. In the United States, inflation remains the dominant economic issue impacting both politics and policymaking, yet we argue that inflationary forces in the world’s […]
By: Evergreen Gavekal
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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 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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August 26, 2022
The Questions that Matter
By Louis-Vincent Gave Heading into the Jackson Hole symposium, investors are waiting with bated breath on the prepared remarks of Jay Powell. Will the Federal Reserve chair come out hawkish and so confirm the recent strength in the US dollar, the rollover in US equities and the sell-off in treasuries? Or will his speech be […]
By: Evergreen Gavekal
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August 12, 2022
Reviewing IRA Beneficiaries
Evaluating beneficiary designations is an important and often overlooked part of the estate planning process. If information is missing, outdated, or inconsistent with other estate documents, it can cause the accounts to not pass as they were intended, as well as increase taxes and expenses. Keep in mind your wealth transfer goals and discuss estate […]
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August 5, 2022
Muddy Waters
Tensions between the United States and China continued to rachet higher this week as House Speaker Nancy Pelosi visited Taiwan despite warnings and provocations from Beijing and concerns from President Biden. Pelosi’s visit comes on the heels of news last Friday that the U.S. Securities and Exchange Commission (SEC) added one of China’s largest and […]
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July 1, 2022
Self-Sustainability is the New Black
Quote: “Today is a sad day at [MasterClass]. I made the really hard decision to reduce our team by 20% to adapt to the worsening macro environment and get to self-sustainability faster.” – David Rogier, CEO of MasterClass Self-Sustainability is the New BlackDuring the heat of the latest growth boom, most business operators and investors […]
By: Evergreen Gavekal
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