As January Goes
We are only six days into the year, but most investors must hope that the adage “as January goes, so…
US Equity Transitions
Despite huge supply chain disruption, rising inflation and a more-hawkish-than-expected central bank, the S&P 500 index rose a whopping 27%…
Likes/Dislikes – December 31st, 2021
Below are Evergreen Gavekal's Likes/Dislikes for December 31st, 2021.
Step Aside Unicorns, 2021 Was the Year of the Decacorn
Over the past three years, we’ve published three separate newsletters highlighting burgeoning startups that were expected to hit public markets…
Are Rock-Bottom Bond Yields ‘Irrational’?
What has been the most surprising financial event of 2021? The 20% gain in equity prices, the 40% jump in…
Likes/Dislikes – December 24th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for December 24th, 2021.
Macro Outlook for 2022
It’s not an exaggeration to say that the raging debate about whether inflation is transitory or persistent is the most…
Likes/Dislikes – December 17th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for December 17th, 2021.
Likes/Dislikes – December 10th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for December 10th, 2021.
Growth Stock Relative Performance
Last week’s EVA pointed out the considerable damage that has occurred below the placid surface of the US stock market. …