Recent Articles
Likes/Dislikes – October 4, 2019
Below are Evergreen Gavekal's Likes/Dislikes for October 4, 2019.
The Next Logical Steps in a Classic Dangerous Journey?
In late-July, we published the musings of famed investor and hedge fund manager Ray Dalio in a piece titled “The…
The Cost of Being Normal
Throughout 2015 and all the way into 2018 the Fed was a bit obsessed with being “normal”. They wanted a…
Likes/Dislikes – September 27, 2019
Below are Evergreen Gavekal's Likes/Dislikes for September 27, 2019.
Likes/Dislikes – September 20, 2019
Below are Evergreen Gavekal's Likes/Dislikes for September 20, 2019.
Q&A on the Saudi Oil Attacks
In the mid-1950s, geologist M. King Hubbert theorized that “peak oil” would come when the maximum rate of extraction of…
Déjà vu 2000 or Flashback 2007? (Part II)
Let’s return to one of the most pressing questions facing investors right now, one we also discussed last week: Namely,…
Likes/Dislikes – September 13, 2019
Below are Evergreen Gavekal's Likes/Dislikes for September 13, 2019.
Déjà vu 2000 or Flashback 2007? (Part I)
Finally! A “Bubble 3.0” chapter mostly devoted to the stock market! Based on what a complex beast it is, the…
Likes/Dislikes – September 6, 2019
Evergreen Gavekal's Likes/Dislikes for September 6, 2019.
Likes/Dislikes – August 30, 2019
Evergreen Gavekal's Likes/Dislikes for August 30, 2019.
The Disaster of Negative Interest Policy
For over 30 years, I have read every Barron’s Roundtable edition interviewing many of the world’s foremost money managers. Past…