Bubbles now get tremendous amounts of press. Their counterparts, however, don’t. In my 42 years of financial market experience, anti-bubbles are where immense amount of wealth are made and bubbles are where they are lost. Read More

Below are Evergreen Gavekal's Likes/Dislikes for September 3rd, 2021. Read More

Below are Evergreen Gavekal's Likes/Dislikes for August 27th, 2021. Read More

Situated at the gateway between Asia and Europe, Afghanistan has a long and unfortunate history of domination and strife by foreign conquerors and internally warring factions. Read More

Below are Evergreen Gavekal's Likes/Dislikes for August 20th, 2021. Read More

Introduction This week, we are presenting an interview between Evergreen Gavekal’s co-Chief Investment Officer, David Hay, and popular financial pundit and friend, Jesse Felder. For those who don’t already know of Jesse’s work, he began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund headquartered… Read More

Below are Evergreen Gavekal's Likes/Dislikes for August 13th, 2021. Read More

Bears and bulls sit on both sides of virtually every debate. Bitcoin is no different and, in fact, might be the modern-day posterchild for pontificators and investors waging an age-old argument around  intrinsic “value.” Read More

The modern venture capital (VC) industry emerged when two venture capital firms were founded in the wake of World War II: American Research and Development Corporation (ARDC) and J.H. Whitney & Company. Read More

Below are Evergreen Gavekal's Likes/Dislikes for August 6th, 2021. Read More