Recent Articles
No Escape From The Evergrande Effect
China’s official debt-to-GDP ratio has surged by 45 percentage points since 2016, leaving it with one of the highest debt…
They Paved the Port and Put up a Parking Lot
This week, we are presenting an expanded viewpoint on the global supply chain from someone who intensively studies supply-chain dynamics,…
Likes/Dislikes – September 17th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for September 17th, 2021.
The Anti-Bubble Years (Part II)
Returning back to the question that opened last week’s EVA, why, for nearly 40 years, was I almost always bullish…
Likes/Dislikes – September 10th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for September 10th, 2021.
The Anti-Bubble Years (Part I)
Bubbles now get tremendous amounts of press. Their counterparts, however, don’t. In my 42 years of financial market experience, anti-bubbles are…
Likes/Dislikes – September 3rd, 2021
Below are Evergreen Gavekal's Likes/Dislikes for September 3rd, 2021.
Likes/Dislikes – August 27th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for August 27th, 2021.
Saigon, Mosul Or Suez?
Situated at the gateway between Asia and Europe, Afghanistan has a long and unfortunate history of domination and strife by…
Likes/Dislikes – August 20th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for August 20th, 2021.
Likes/Dislikes – August 13th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for August 13th, 2021.
Why Investors Cannot Ignore Bitcoin Any More
Bears and bulls sit on both sides of virtually every debate. Bitcoin is no different and, in fact, might be…