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April 1, 2022
Reversion to the Meme
 Image: KnowYourMeme.com “A gold mine is a hole in the ground with a liar standing next to it.” - Often attributed to Mark Twain (a great line, no matter the source) Hopefully, everyone reading this edition of our Evergreen Virtual Advisor (EVA) is aware that I recently completed a book titled Bubble 3.0.  It 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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March 17, 2022
Piling On The Fed... The Price of Bubblenomics
You probably know by now that I tend to do things in an unconventional way.  Publishing Bubble 3.0 via Substack is such an example.  (However, the highly regarded Pippa Malmgren is also releasing her newest book via Substack).*  It was also a bit unorthodox to run a few chapters ahead of their normal sequence.   […]
By: Evergreen Gavekal
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March 11, 2022
Why China Will Not Save Russia
Not long before Russia invaded Ukraine, Xi Jinping and Vladimir Putin met in Beijing and declared the friendship between their countries had “no limits”. Russia is likely finding out now that this “future oriented strategic partnership” is in fact limited.
By: Evergreen Gavekal
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March 11, 2022
The Sting
You asked for it, you got it!     In this case, that old Toyota tagline doesn’t apply to a new car model but rather the publication of the full book Bubble 3.0 for which so many of you have been asking.  However, in our quest to please as many readers as we can, we will continue […]
By: Evergreen Gavekal
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March 4, 2022
The Semi Shortage Faces New Headwinds
Semiconductors have been described as “the brains of modern electronics.” The small but powerful chips are a critical component to today’s connected devices...
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March 4, 2022
Is the Buyback Bubble Ready to Burst?
This introduction to the latest chapter of Bubble 3.0 gives me the opportunity to highlight one of my most important and repeatedly emphasized topics:  Wrong cycle investing.  By that, I’m referring to the recurring tendency of most investors to buy high and sell low.  We all know we shouldn’t do that, but our very nature […]
By: Evergreen Gavekal
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February 25, 2022
Putin on the Blitz  
Let me be the first to admit, the full-on invasion of the Ukraine is not what I thought was the most likely outcome to this crisis.  It seemed to me, and still does, that this an exceptionally risky military adventure by V. Putin.  The Ukraine is home to some 43,000,000 people who occupy an enormous […]
By: Evergreen Gavekal
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February 18, 2022
Bubble 3.0, Chapter 7; What Price Bubblenomics?
The election of Donald Trump in 2016 was one of the biggest political upsets in US history. Besides his unlikely victory, another unexpected outcome was that his policies inadvertently led to the first implementation of the economic model detailed in Chapter Six: Modern Monetary Theory (MMT). Initially, though, Mr. Trump’s arrival at the White House […]
By: Evergreen Gavekal
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February 4, 2022
Chasing Decacorns: IPOs to Watch in 2022
Over 1,000 companies hit US public markets for the first time in 2021, shattering previous records. However, after a red-hot start to the year, shares of newly public listings reversed course towards the end of 2021 and into 2022.
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