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March 13, 2025
Trump's Three Market Priorities
The below article was published on February 18, 2025. In today's rapidly changing economic and political environment, some of the events and examples are now outdated. However, since publishing this article, Louis recently reiterated his high-level view that Trump's three market priorities seem to be: lower bond yields, lower energy prices, and lower the US […]
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March 6, 2025
Dueling Narratives: AI vs. Everything Else
The past week has been a tale of dueling narratives: Artificial Intelligence (AI) versus everything else. While the broader investment community grapples with whiplash from Trump’s latest trade war, DOGE’s cost cutting efforts, persistently high prices, and geopolitical tensions following an Oval Office showdown, the fortunes of several privately held AI companies have left many […]
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February 27, 2025
Takeaways from Warren Buffett's Annual Letter
Each year, the investment community eagerly awaits Warren Buffett’s annual letter, an industry staple brimming with both worldly and investment wisdom. Since 1964, Berkshire Hathaway has delivered an astounding overall gain of 5,502,284% to investors. In comparison, the S&P 500, including dividends, has returned 39,054% over the same period. If there was ever proof that […]
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February 13, 2025
The Narrative Shifts So Far In 2025
In a recent interview, Steve Bannon, former adviser to Donald Trump, explained that the president’s strategy is to make every day a “day of thunder.” Essentially Trump is betting that the media is able to focus only on one thing at a time. If the administration comes out with 100 things at once, explained Bannon, the […]
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February 5, 2025
Investors Need to Have Their Trump Cards Ready….
Changes in the political landscape can play a varying role in our decision-making when it comes to investing in our client’s assets. Donald Trump’s return to the Presidency is, if nothing else, unprecedented. Grover Cleveland, who was the nation’s 22nd and 24th president was the only other president in history to serve two non-consecutive terms […]
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January 30, 2025
ChatGPT vs. DeepSeek: Two Generative AI Models Square Off
Investors started the week grappling with a significant shift in the Artificial Intelligence (AI) landscape. The unveiling of DeepSeek's R1 model triggered a sharp market reaction, shaking confidence in companies that have benefited from AI-driven tailwinds in recent years. Nvidia bore the brunt of the fallout, losing a record $589 billion market value in a […]
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January 9, 2025
Are US Tariffs A Tool Or A Goal?
Note: This article was published in November, and some of its content may be slightly outdated as it reflects the context and developments at that time. For investors, the arrival of any new US administration delivers the challenge of figuring out which campaign promises will end up as policy, and which will end up on […]
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January 2, 2025
IPOs to Watch in 2025
The Initial Public Offering (IPO) market is important for investors to monitor because it’s the bridge that connects private and public markets. Without a healthy flow between these two markets, private market investors often have less liquidity to reinvest into the innovation ecosystem. Conversely, public market investors may miss out on opportunities to invest in […]
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December 19, 2024
David Hay and Jeff Dicks Discuss the Economy, Markets, and Income Investing with David Lin
In a thought-provoking interview with David Lin, financial strategists Jeff Dicks and David Hay, Evergreen's Co-CIO's, tackle some of the most pressing issues in the global economy. The discussion covers the bond market's trajectory, inflationary trends, Federal Reserve policies, and the strength of the U.S. dollar. They also delve into the dynamics of equity valuations […]
By: Evergreen Gavekal
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December 5, 2024
The Roundtable Insight – Louis-Vincent Gave and Yra Harris
This week we present an interview with Louis-Vincent Gave of Gavekal and Yra Harris, a seasoned macro-global trader and frequent analyst on Bloomberg and CNBC, who discuss U.S.-China relations, industrial policies, and economic strategies. The dialogue explores the parallel stimulus approaches of Trump and Xi, offering insights into their impact on global markets and geopolitical […]
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