General

Below are Evergreen Gavekal's Likes/Dislikes for December 3rd, 2021. Read More

Sorry to break it to you, Omicron, but you’re not the second coming of Delta.  As more information comes out, it appears you are a mere virus and not a serious crisis.  If you’re feeling full of yourself based on the rapid vaporization of the multitude of Crazy Over-Priced Stocks (COPS)—which are suddenly not nearly as over-priced—you are not the main driver of this reality check, at least in my view. Read More

Below are Evergreen Gavekal's Likes/Dislikes for November 26th, 2021. Read More

This week’s Evergreen Virtual Advisor (EVA) comes from Vincent Deluard, Director of Global Macro Strategy at StoneX Group. Vincent consistently puts out prescient big-picture research and is one of our favorite authors in the space. Read More

Below are Evergreen Gavekal's Likes/Dislikes for November 19th, 2021. Read More

In this week’s Evergreen Virtual Advisor (EVA), we turn to Dr. Pippa Malmgren, who served as special assistant to President George W. Bush for Economic Policy on the National Economic Council and is a former member of the President’s Working Group on Financial Markets. Read More

In this week’s edition of Evergreen Virtual Advisor (EVA), we’re featuring an interview with ARK Investment Management CEO, Cathie Wood. She has garnered increasing attention for her successes in recent years. Read More

Below are Evergreen Gavekal's Likes/Dislikes for November 12th, 2021. Read More

The modern venture capital industry, popularly referred to as “VC”, is known for leading early-stage investments in some of the most innovative ideas of the 20th and 21st century. But for an industry that’s been so successful at backing innovators, the industry itself has done very little to innovate…until recently. Read More

Below are Evergreen Gavekal's Likes/Dislikes for November 5th, 2021. Read More