Below are Evergreen Gavekal's Likes/Dislikes for January 22, 2021. Read More

Below are Evergreen Gavekal's Likes/Dislikes for January 15, 2021. Read More

Over the past two years, we have penned two separate letters highlighting some of the most high-profile Initial Public Offerings (IPOs) to hit markets. During that time, many of the companies we’ve discussed have had blockbuster performances, turning from promising unicorns, to high-flying publicly traded companies and ascending well beyond their list price over a very short period of time. Read More

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

The U.S. political scene took center stage this week as many American’s sat stunned as we witnessed unbelievable footage of the riot on Capitol Hill. Yet, nearly as surprising was the reaction of the stock market, which rose 1.1% on Wednesday and another 1.48% on Thursday, despite the chaos that erupted during Wednesday’s Congressional electoral college vote. Read More

Typically, the reaction to one of my EVAs is like the sound of one-hand clapping.  That was definitely not the case with last week’s “Take Profits!” edition.  Read More

Admittedly, that isn’t the snazziest EVA title I’ve ever created.  But I wanted to accomplish two things with it: First, save time for those who want essentially a Twitter message in terms of brevity and, second, to underscore the basic message.  Read More

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

As most loyal EVA readers know, for the 15 years of this newsletter’s existence, I’ve been a believer in, and forecaster of, subdued inflation.  In fact, I’ve often written that for nearly all of my 42-year career I’ve felt that inflation would stay low, despite some intermittent flare-ups late in economic expansions. Read More

Below are Evergreen Gavekal's Likes/Dislikes for December 25, 2020. Read More