Recent Articles
A New Playbook for VC?
The modern venture capital (VC) industry emerged when two venture capital firms were founded in the wake of World War…
Likes/Dislikes – August 6th, 2021
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Likes/Dislikes – July 30th, 2021
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Behind China’s Corporate Clampdown
Increased regulatory pressures from the Chinese government have created wild swings in Chinese equities of-late. Technology and education stocks have…
Likes/Dislikes – July 23rd, 2021
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Untethered
Regular EVA readers know that Grant Williams is not only a frequent contributor to the Guest editions of our newsletter,…
Fool me once…
Investors that have put their faith – and hard-earned dollars – in Chinese growth equities over the past few years…
Likes/Dislikes – July 16th, 2021
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Likes/Dislikes – July 9th, 2021
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Cryptos’ Many Damocles’ Swords
Introduction The famed “sword of Damocles” dates back to an ancient parable popularized by the Roman philosopher Cicero in 45…
Likes/Dislikes – July 2nd, 2021
Below are Evergreen Gavekal's Likes/Dislikes for July 2nd, 2021.
Don’t Fear the Fed
One of Wall Street’s most hallowed phrases is “Don’t Fight the Fed” and for good reason. Whether it was the…