Recent Articles
VC Dealmaking Begins to Rotate
After a decade of strong performance, early-stage and growth companies have faced significant challenges since early 2022. These challenges include…
The Successful DIY Investor Trifecta
Readers may be surprised to know that in the process of interviewing clients to work with our firm, we often…
US Housing And Government Action
In setting out their election platforms, both Democrats and Republicans want to address housing affordability, which has become a hot-button…
Why Sitting in Money Markets May Prove Costly
This week’s article discusses what to do with cash balances that have become unwieldy, something we’ve started to notice a…
Buy The Dip? Or Embrace The Rotation?
Back in 2000, when technology stocks hit the wall, one of Gavekal’s first clients told us: “It’s OK. Bear markets…
Think Ahead: Expert Advice on Personal Audit Risk
This week’s newsletter is highlights our latest podcast, one of Evergreen Gavekal’s wealth advisors Kaeli Kaainoa, CFP® & CEPA, sits…
The Modern Space Race
The Space Race that ignited during the mid-20th century was not merely a competition for national prestige; it was a…
Quarterly Market Update – July 2024
This week’s newsletter features a presentation by Evergreen’s Co-Chief Investment Officer, Jeff Dicks. He reflects on the third quarter of…
What Drives Innovation?
Modern welfare states need economic growth to keep their show on the road. The ever-rising costs of pensions, of health…
721 Exchanges: Ending the 1031 Snowball
Imagine a seamless transition from the burdens of property management to a diversified portfolio, all while maintaining your passive income…
To Buy or Not to Buy?
For contrarian investors, which obviously includes yours truly, the most pressing investment question today might be whether Chinese stocks are…
Softer Inflation But Fewer Rate Cuts?
US inflation slowed in April, according to CPI data released Wednesday. Yet even though they had this softer inflation data…