Calm Before the Volatility Storm?
“Never think that lack of variability is stability. Don’t confuse lack of volatility with stability, ever.” – Nassim Nicholas Taleb…
Slight Positive Revision to Q1 GDP
Slight positive revision to Q1 GDP, which is still negative at -0.2%, but an improvement from -0.7%. Current expectations are…
Durable Orders Disappoint
Weak release today for durable goods orders in May (April revised downward as well). This was released right after data…
Weekly Insights
To subscribe to Insights, email jliu@evergreengavekal.com; Note: all returns represent total return including dividends; YTD Market Style Returns are based…
Weekly Insights
To subscribe to Insights, email jliu@evergreengavekal.com; Note: all returns represent total return including dividends; YTD Market Style Returns are based…
June 12, 2015
“It’ll be gone by June.” – Variety magazine referring to rock ‘n roll, in 1955 “We don’t like their sound,…
Guest EVA
“It’ll be gone by June.” – Variety magazine referring to rock ‘n roll, in 1955 “We don’t like their sound,…
June 5, 2015
“Would we be in the same mess today if Lehman Brothers had been Lehman Sisters?” -New York Times columnist Nicholas…