Recent Articles
China’s Unfolding Equity Bull Market
By: Louis Vincent-Gave For all the growth in the Chinese economy over the past two decades, the returns on Chinese…
Did AI Just Have its iPhone Moment?
Introduction Investors that read or listen to Louis-Vincent Gave are likely familiar with his assertion that the defining moment of…
The Year It’s Been
By Louis-Vincent Gave Imagine an investor who had prior knowledge of this year’s major events—but no idea how the market…
Year-End Tax Memorandum
By Wm. Kelly Sterling As another challenging year ends, it is important to keep abreast of changes in the tax…
What Really Matters?
By Howard Marks There are few figures in our industry that I consider “can’t miss” contributors in terms of financial…
Unicorns Surprise Despite Slowdown in Activity
Over the past four years, we’ve published a popular series highlighting a handful of Initial Public Offerings (IPOs) for investors…
The FTX Bezzle
By Louis Vincent-Gave Almost 70 years ago, John Kenneth Galbraith explained that during a bull market there is a period…
Updated Guidance for Inherited IRAs
When the SECURE Act went into effect in 2020, it significantly changed how beneficiaries take required minimum distributions (RMDs). [1]…
Are Markets Right About Inflation?
By Tan Kai Xian Today we publish our Strategy Monthly chartbook, which argues that after a year of inflation being a singular…
The Fed Wrecking Ball
In this edition of Evergreen Chartbook, we dive into the Fed’s aggressive tightening campaign that has been both the sharpest…
Venture Debt Loses Steam in Q3
For early-stage growth companies, capital is the lifeblood that enables a company to meet its product and commercial milestones. Meeting…
Year-End Planning Checklist
2022 has been a year of significant market turbulence, which has left many feeling cautious about the markets and concerned…