Advanced Medical Directives help articulate healthcare preferences and designate trusted advocates to make crucial decisions on your behalf when you cannot do so. These documents are a vital component of any well-drafted estate plan. This article summarizes common directives and considerations for drafting and reviewing these instructions and appointments. We… Read More
If money represents the lifeblood of the economic world, then commercial banks are the beating heart that pump it around the system. This is why several Gavekal indicators—notably our velocity indicator—are built around the absolute and relative performance of bank stocks. One rule of thumb states that a country or… Read More
The following article was originally published on Forbes.com by Evergreen Gavekal’s Technology Advisor, Michael Johnston. There’s an overused cliché in the tech world that “hardware is hard.” The sentiment is often used to emphasize the perceived differences between building a hardware company versus a software company. The argument that “hardware is… Read More
Your estate plan is an ever-evolving set of documents. Reviewing your will is an essential part of ensuring your legacy plan reflects life transitions as well as shifts in tax and estate law. We recommend evaluating your legacy goals and reviewing estate documents every 3-5 years. Below are a few… Read More
This week, we’re presenting a thoughtful conversation between David Rosenberg, Founder and President of Rosenberg Research, and David Hay, co-CIO of Evergreen Gavekal. During the discussion, the two talk about recession indicators, investment implications, and whether soft landing expectation will propel markets to new highs. The discussion was recorded on July 18th,… Read More
In downgrading US government debt from AAA to AA+, Fitch cited a fiscal deterioration in the next three years, a growing general debt burden and bad governance due to repeated political standoffs over the debt ceiling issue. Coming a day after the US Treasury said new debt issuance would rise… Read More
EPISODE 2 / Guest: Jacob Colker, Managing Director AI2 Incubator Welcome to Episode 2 of our Evergreen Ventures podcast, Unchartered Optimism. Evergreen Ventures is the private investment arm of Evergreen. We seek investments in private markets that offer unique return profiles in markets that are less understood and not… Read More
Gifting during your lifetime is a terrific way to reduce estate taxes and transfer assets to the next generation tax-free. The Tax Cuts and Jobs Act of 2017 doubled the estate tax exemption, offering an opportunity for high-net-worth families to transfer more wealth tax-free before 2026. We recommend reviewing your… Read More
We are now past the halfway point of the year and, like every year, events have occurred that were either predictable, understandable in hindsight, or genuinely came out of the blue. In the following pages, I will review the more important developments thus far in 2023, and take a stab… Read More
“Only when the tide goes out do you discover who’s been swimming naked.” – Warren Buffett Technology-focused investment firm Tiger Global Management has long been heralded as one of the industry’s top private equity investors. Since launching its private equity fund in 2003, the firm has deployed capital into more… Read More
