Below are Evergreen Gavekal's Likes/Dislikes for October 8th, 2021. Read More

Below are Evergreen Gavekal's Likes/Dislikes for October 1st, 2021. Read More

Every Monday at 9 AM, we gather to discuss feedback we're hearing both internally and externally. Often it is full of cross currents. Some people are nervous, while others feel like they should be taking more risks. Read More

Below are Evergreen Gavekal's Likes/Dislikes for September 24th, 2021. Read More

China’s official debt-to-GDP ratio has surged by 45 percentage points since 2016, leaving it with one of the highest debt ratios for any developing country in the history of mankind. The Chinese property sector is particularly notorious for its addiction to debt and Evergrande, the most-indebted property developer in the world, has on-balance-sheet liabilities that amount to nearly 2% of China’s annual GDP. Read More

This week, we are presenting an expanded viewpoint on the global supply chain from someone who intensively studies supply-chain dynamics, Charles de Trenck. Read More

Below are Evergreen Gavekal's Likes/Dislikes for September 17th, 2021. Read More

Evergreen Gavekal, along with our partners at Evergreen Sterling Kuder (our firm’s tax division), strives to provide comprehensive financial guidance. In light of the rapidly changing tax proposals coming out of Washington DC, we are closely monitoring the impact that new legislation could have on our clients. Last fall, we published an… Read More

Returning back to the question that opened last week’s EVA, why, for nearly 40 years, was I almost always bullish to very bullish on bonds?  The cut-to-the-chase reason was that interest rates were largely positive even after inflation for most of that timeframe. Read More

Below are Evergreen Gavekal's Likes/Dislikes for September 10th, 2021. Read More