Source: J.P. Morgan Asset management analysis using data from Bloomberg. Returns are based on the S&P 500 Total Return Index, an unmanaged, capitalization-weighted index that measures the performance of 500 large capitalization domestic stocks representing all major industries. Indices do not include fees or operating expenses and are not available… Read More
Freezing your credit is a quick and easy way to protect yourself from fraudsters opening credit accounts in your name. In a time when security breaches give access to your social security number and other identifying information, a freeze helps limit access to your credit report. Access to your credit… Read More
The following article was originally published on Forbes.com by Evergreen Gavekal’s Technology Advisor, Michael Johnston. If you think of the wireless internet as a multilane highway, we’re rapidly heading toward an inflection point. When the highway was first built by global mobile network operators (MNOs), there were fewer cars (devices) on… Read More
As your life evolves, so should your estate plan. Many individuals “set it and forget it”, that is to say, they draft initial documents and then do not revisit them. While having an outdated plan can be better than no plan at all, not updating documents can lead to many… Read More
Dear Clients and Readers, This week, we are presenting a thought-provoking article from Gavekal Research’s Co-Founder, Anatole Kaletsky. In his piece, Anatole shares a contrarian take on the current outlook for the US economy. While we don’t necessarily agree wholeheartedly with his forecast, his viewpoint bears consideration, especially as the consensus… Read More
Each December, as most of us prepare to celebrate the holiday season, Wall Street luminaries deliver their outlooks for the year ahead. Typically, they “predict” where markets will finish in the coming year and detail key risks that could lie ahead. Respected Chief Economist at Deutsche Bank, Torsten Slok, prepared… Read More
It’s not an exaggeration to say that the raging debate about whether inflation is transitory or persistent is the most important “opinion exchange”, at least for market participants. Of course, this assumes China doesn’t invade Taiwan, and that Russia doesn’t attack the Ukraine, and Omicron remains highly transmissible but not very virulent. Read More
Every Monday at 9 AM, we gather to discuss feedback we're hearing both internally and externally. Often it is full of cross currents. Some people are nervous, while others feel like they should be taking more risks. Read More
Introduction This week, we are presenting an interview between Evergreen Gavekal’s co-Chief Investment Officer, David Hay, and popular financial pundit and friend, Jesse Felder. For those who don’t already know of Jesse’s work, he began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund headquartered… Read More
