Below are Evergreen Gavekal's Likes/Dislikes for July 30th, 2021. Read More

Increased regulatory pressures from the Chinese government have created wild swings in Chinese equities of-late. Technology and education stocks have been hit hardest, as investors have weighed a series of announcements from Beijing aimed at increasing oversight in a wide range of sectors. Read More

Below are Evergreen Gavekal's Likes/Dislikes for July 23rd, 2021. Read More

Regular EVA readers know that Grant Williams is not only a frequent contributor to the Guest editions of our newsletter, he’s also among my closest friends.  Thus, you should take what I’m about to say with a big shaker of salt:  I think he should be nominated, along with his key sources, for a Pulitzer Prize in investigative reporting. Read More

Investors that have put their faith – and hard-earned dollars – in Chinese growth equities over the past few years can likely relate to this saying as Beijing has unleashed a series of rolling regulatory initiatives aimed at Chinese tech companies. Read More

Below are Evergreen Gavekal's Likes/Dislikes for July 16th, 2021. Read More

Below are Evergreen Gavekal's Likes/Dislikes for July 9th, 2021. Read More

Introduction The famed “sword of Damocles” dates back to an ancient parable popularized by the Roman philosopher Cicero in 45 B.C. In Cicero’s version of the tale, a tyrannical king named Dionysius II remains utterly unhappy, despite his wealth and power. As the story goes, one day, a court flatterer… Read More

Below are Evergreen Gavekal's Likes/Dislikes for July 2nd, 2021. Read More

One of Wall Street’s most hallowed phrases is “Don’t Fight the Fed” and for good reason. Whether it was the 2016 deflation scare, the stealth pre-Covid recession, or the pandemic itself, the Fed’s unlimited liquidity creation has triumphed over all threats to the US stock market. Read More