Below are Evergreen Gavekal’s Likes/Dislikes for March, 19th, 2021 EVA. As an overarching recommendation, present market conditions have become so hyper-bullish that this author is suggesting significant profit-taking; related to this, new buys should be limited to those securities that offer a compelling risk/reward proposition. Gold miners are an example of the latter after their… Read More

Click here to download PDF In this edition of Evergreen Chartbook, we will explore the continued economic recovery that started in Q2 of 2020, examine some key charts illustrating attractive areas we see in both equity and income markets and provide our outlook looking forward. Read More

Click here to download PDF In this edition of Evergreen Chartbook, we will explore the continued economic recovery that started in Q2 of 2020, examine some key charts illustrating attractive areas we see in both equity and income markets and provide our outlook looking forward. Read More

"US tech stocks have been hit hard, as attention focuses on the underlying quality of themes like the migration to electric vehicles. Yet this shakeup is also happening against the backdrop of a fast-changing investment environment due to a strengthening US growth outlook, rising inflationary pressure and an unnerved bond market which is driving yields higher. In this video interview, Will Denyer of Gavekal Research seeks to unpack these dynamics in order to navigate a course through difficult trading conditions." Watch the video interview or read the transcript below. Read More

Below are Evergreen Gavekal’s Likes/Dislikes for March, 12th, 2021 EVA.  As an overarching recommendation, present market conditions have become so hyper-bullish that this author is suggesting significant profit-taking; related to this, new buys should be limited to those securities that offer a compelling… Read More

“The government’s share of the economy will continue to rise.  The more government is involved in the economy, the less productive and efficient the economy becomes.”  Long-time Barron’s Roundtable member, Felix Zulauf. “I can almost hear Milton Friedman shouting ‘look out, here it comes’!  Can it work out differently? Of course.  Is that the way to bet?  No, it’s not.”  Bond manager extraordinaire Dan Fuss, referring to inflation. “No, it’s strictly a temporary measure.” Former Fed chairman Ben Bernanke, when asked in April 2009, if the Fed intended to maintain its quantitative easing policies.  Read More

“Bonds are not the place to be these days. Can you believe that the income recently from a 10-year Treasury bond – the yield was 0.93% at yearend – had fallen 94% from the 15.8% yield available in September 1981?” -Warren Buffet, CEO Berkshire… Read More

“The pharmaceutical industry is the biggest bunch of crooks in this country.” Senator Bernie Sanders “All crises have involved debt that, in one fashion or another, has become dangerously out of scale in relation to the underlying means of payment.”  John Kenneth Galbraith “It is hard to imagine a more stupid or dangerous way of making decisions than by putting those decisions in the hands of people who pay no price for being wrong.” Thomas Sowel Read More

Below are Evergreen Gavekal's Likes/Dislikes for March, 5th, 2021 EVA.  Read More

Below are Evergreen Gavekal's Likes/Dislikes for February 26, 2021. Read More