Recent Articles
Was That The Whale?
By Louis-Vincent Gave Throughout this year, I have argued that the world has entered a new liquidity crisis and an…
Lessons From a16z
Introduction It’s easy to forget how quickly technology has advanced over the last 15-20 years. In 2006, a small Silicon…
The Which-Doctor Is In…
A cardiologist walks into a patient’s room and says, “you’re going to need open heart surgery.” At that moment, most…
Hedging US Volatility
By Tan Kai Xian On Tuesday, as the S&P 500 sold off so abruptly, the Vix index, derived from the…
The Importance of Staying Invested
Source: J.P. Morgan Asset management analysis using data from Bloomberg. Returns are based on the S&P 500 Total Return Index,…
How and Why to Freeze Your Credit
Freezing your credit is a quick and easy way to protect yourself from fraudsters opening credit accounts in your name.…
A Traffic Jam On The Internet Superhighway
The following article was originally published on Forbes.com by Evergreen Gavekal’s Technology Advisor, Michael Johnston. If you think of the wireless internet…
Best Practices for Reviewing your Estate Plan
As your life evolves, so should your estate plan. Many individuals “set it and forget it”, that is to say,…
Don’t Believe The US Recession Forecasts
Dear Clients and Readers, This week, we are presenting a thought-provoking article from Gavekal Research’s Co-Founder, Anatole Kaletsky. In his…
Stranger Than Fiction
Each December, as most of us prepare to celebrate the holiday season, Wall Street luminaries deliver their outlooks for the…
Macro Outlook for 2022
It’s not an exaggeration to say that the raging debate about whether inflation is transitory or persistent is the most…
The DNA of a Successful Client
Every Monday at 9 AM, we gather to discuss feedback we're hearing both internally and externally. Often it is full…