Recent Articles
Positioning Recommendations – January 21st, 2022
They say patience is its own reward but when it comes to investors who display tenacity, resolve, conviction, or just…
Positioning Recommendations – January 14th, 2022
Was that it? Was that the long-feared correction in the equity market and especially growth stocks? Was that just one…
2022 Market Outlook: Healthy Economic Growth, with a Side of Volatility
In this edition of Evergreen Chartbook, we will provide our economic outlook for 2022, along with our views on how…
Positioning Recommendations – January 7th, 2022
Positioning Recommendations – January 7th, 2022
As January Goes
We are only six days into the year, but most investors must hope that the adage “as January goes, so…
US Equity Transitions
Despite huge supply chain disruption, rising inflation and a more-hawkish-than-expected central bank, the S&P 500 index rose a whopping 27%…
Likes/Dislikes – December 31st, 2021
Below are Evergreen Gavekal's Likes/Dislikes for December 31st, 2021.
Step Aside Unicorns, 2021 Was the Year of the Decacorn
Over the past three years, we’ve published three separate newsletters highlighting burgeoning startups that were expected to hit public markets…
Are Rock-Bottom Bond Yields ‘Irrational’?
What has been the most surprising financial event of 2021? The 20% gain in equity prices, the 40% jump in…
Likes/Dislikes – December 24th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for December 24th, 2021.
Likes/Dislikes – December 17th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for December 17th, 2021.
Likes/Dislikes – December 10th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for December 10th, 2021.