The Anti-Bubble Years (Part I)
Bubbles now get tremendous amounts of press. Their counterparts, however, don’t. In my 42 years of financial market experience, anti-bubbles are…
Likes/Dislikes – September 3rd, 2021
Below are Evergreen Gavekal's Likes/Dislikes for September 3rd, 2021.
Likes/Dislikes – August 27th, 2021
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Saigon, Mosul Or Suez?
Situated at the gateway between Asia and Europe, Afghanistan has a long and unfortunate history of domination and strife by…
Likes/Dislikes – August 20th, 2021
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Balancing Risk Management With Timely Opportunism
Introduction This week, we are presenting an interview between Evergreen Gavekal’s co-Chief Investment Officer, David Hay, and popular financial pundit…
Likes/Dislikes – August 13th, 2021
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Why Investors Cannot Ignore Bitcoin Any More
Bears and bulls sit on both sides of virtually every debate. Bitcoin is no different and, in fact, might be…
A New Playbook for VC?
The modern venture capital (VC) industry emerged when two venture capital firms were founded in the wake of World War…
Likes/Dislikes – August 6th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for August 6th, 2021.