Recent Articles
Likes/Dislikes – December 27, 2019
Below are Evergreen Gavekal's Likes/Dislikes for December 27, 2019.
The Risks in 2020 Seem Evenly Balanced
One of the main goals of this newsletter is to examine both sides of a particular issue or viewpoint, be…
Likes/Dislikes – December 20, 2019
Below are Evergreen Gavekal's Likes/Dislikes for December 20, 2019.
Likes/Dislikes – December 13, 2019
Below are Evergreen Gavekal's Likes/Dislikes for December 13, 2019.
The Knowledge Revolution and Its Consequences
It is said there are “no atheists in foxholes”. When things get desperate, we all like to imagine a better…
Likes/Dislikes – December 6, 2019
Below are Evergreen Gavekal's Likes/Dislikes for December 6, 2019.
The Internet of Things Data Tsunami
The physical and digital universes have something in common: sheer size with respect to volumes that are so large that…
Likes/Dislikes – November 29, 2019
Below are Evergreen Gavekal's Likes/Dislikes for November 29, 2019.
Love, Love Them Don’t
Over the last few years, the spectacular rise and subsequent fall in asset prices for Bitcoin, pot stocks, high-end real…
Likes/Dislikes – November 22, 2019
Below are Evergreen Gavekal's Likes/Dislikes for November 22, 2019.
The Hong Kong Conundrum
When writing Q&A On The Hong Kong Dollar Peg back in May, there was no inkling that trust between the…
Bubble 3.0: Back to the 2015 Future
Ned Davis has earned one of the most stellar reputations in the investment industry over his roughly 50-year career. He…