Recent Articles
Likes/Dislikes – November 12th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for November 12th, 2021.
A New Playbook for VC? (Part II)
The modern venture capital industry, popularly referred to as “VC”, is known for leading early-stage investments in some of the…
Likes/Dislikes – November 5th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for November 5th, 2021.
The Case for Greenflation
In this week’s EVA, we are running a special podcast edition of David Hay’s recent interview on MacroVoices with hedge…
Likes/Dislikes – October 29th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for October 29th, 2021.
What, Me Worry?
As is the case with Evergreen, our partner firm Gavekal encourages an environment of “opinion exchanges”. In the latter case,…
Japan Looks Poised to Continue Growth Trend Into 2022
This week’s guest EVA comes from one of our favorite contributing authors, Gerard Minack, and his highly regarded publication: Down…
Likes/Dislikes – October 22nd, 2021
Below are Evergreen Gavekal's Likes/Dislikes for October 22nd, 2021.
Likes/Dislikes – October 15th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for October 15th, 2021.
A Temporary Respite
In this week’s newsletter, Gavekal’s Will Denyer talks about how the US Treasury continues to grapple with figuring out how…
Green Energy: A Bubble in Unrealistic Expectations, Part II
This is part two of our discourse regarding green energy and its profound – and somewhat misunderstood - impact on…
Green energy: A bubble in unrealistic expectations?
As I have written in past EVAs, it amazes me how little of the intense inflation debate in 2021 centered…