Recent Articles
Bubble 3.0: The Post-Retirement Society
Many social commentators, probably rightly, assert that Western culture is in the post-phase: Post-modern, post-religion, post-civility, post-bipartisan, post-patriotic, post-prudence, post-hope,…
Likes/Dislikes – July 12, 2019
Evergreen Gavekal's Likes/Dislikes for July 12, 2019.
The U.S.-China Showdown
A couple of weeks ago you read Gavekal Research's piece, Investing for a New Cold War. Today on the Evergreen…
Likes/Dislikes – July 5, 2019
Evergreen Gavekal's Likes/Dislikes for July 5, 2019.
Investing For A New Cold War
As is often the case in the current news environment, the endless headlines surrounding the relations between the United States…
Likes/Dislikes – June 28, 2019
Evergreen Gavekal's Likes/Dislikes for June 28, 2019.
Chartbook
In just six months, the Fed went from hiking interest rates to, as of last week, opening the doors for…
The Case of the Missing Inflation: The Changing Demographic Picture
Inflation is a fickle measure influenced by several economic variables. Over the last 100 years, the rate of price inflation…
Likes/Dislikes – June 21, 2019
Evergreen Gavekal's Likes/Dislikes for June 21, 2019.
Likes/Dislikes – June 14, 2019
Evergreen Gavekal's Likes/Dislikes for June 14, 2019.
Bubble 3.0: A Blast From a Bubble Past
Being old—like north of 60—doesn’t come with many advantages. However, in the investment game it does have at least one:…
Why Antitrust Threats Should Worry Wall Street
Invincible. Infallible. Unshakeable. When the tech heavyweights stepped up to fight nearly ten years ago, they were substantially leaner in…