Recent Articles
Market Update – Q1 2026
The Q1 2026 Quarterly Market Update highlights a U.S. economy that slowed late in 2025 but avoided recession, with weakening…
Understanding Trump Accounts: A New Long-Term Savings Program for Children
Trump Accounts are newly created tax-advantaged savings and investment accounts for children under age 18, established under the One Big Beautiful Bill Act…
The Most Obvious Pricing Anomalies
As Charles has highlighted, the value of Asian currencies, especially the renminbi, makes little sense today. This is obvious to…
IPOs to Watch in 2026
The third quarter of 2025 marked the most active period for U.S. IPOs since 2021. During the quarter, 65 U.S.…
Is it a Bubble?
We are presenting a memo from Howard Marks of Oaktree Capital, Is It a Bubble?, which examines whether today’s enthusiasm…
Charity Spotlight: Eye Surgeons International
Our staff members participate in various charitable organizations, and while Evergreen Gavekal is not affiliated with the organization featured in…
Noteworthy Recent Market Trends
Groucho Marx famously said, “these are my principles and if you don’t like them, well, I have others.” In this…
2026 Catch-Up Retirement Contribution Changes: Key Points for High Earners
Beginning in 2026, new IRS regulations under the SECURE 2.0 Act will change how high-earning employees over the age of…
What True Diversification Really Means Today—and How to Durably Reshape your Portfolio
Duplication does not equal diversification After most workouts, I make my way to the steam room at the local athletic…
Yes, Nvidia’s Results Were Terrific. But…
Investor sentiment can turn on a dime based on a single economic report, a sudden policy pivot, or a mega-cap…
Warren Buffett’s Quiet Hand-Off: Lessons from His Thanksgiving Letter
Few things in life are certain, but one truth holds up every time: Father Time is undefeated. Warren Buffett, the…
Year-End Financial Planning Checklist
As the year draws to a close, now is the time to ensure your financial plan and tax strategy are…