Recent Articles
Likes/Dislikes – June 25th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for June 25th, 2021.
China Is For Bonds & The US Is For Stocks: The New 60/40
Introduction Over the past few years, we’ve written about the growing discord between the United States and the People’s Republic…
Likes/Dislikes – June 18th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for June 18th, 2021.
A Series of Unforeseen Events
One of the unexpected, world-defining events of the past year has been the global shortage of semiconductor chips.
Likes/Dislikes – June 11th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for June 11th, 2021.
Positioning Portfolios for this Cycle’s Economic Expansion
In this edition of Evergreen Chartbook, we will look at the emerging trends in the US economy, which has official…
Likes/Dislikes – June 4th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for June 4th, 2021.
Is It Gold’s Turn to Shine?
For several years, Evergreen’s weekly publication of Likes/Dislikes has maintained gold and gold-mining stocks in our “Likes” category. However, despite…
To Be, Or Not To Be, Transitory
Well, that was quick! Back on October 30th of last year, which also happened to be my 65th birthday, we…
Bond King Talks Inflation, Fed, Crypto, Taxes, and More
Jeffrey Gundlach, who was dubbed the “King of Bonds” in a February 2011 Barron’s cover story, is an American investor…
Likes/Dislikes – May 28st, 2021
Below are Evergreen Gavekal's Likes/Dislikes for May 28, 2021.
Taking a punch, & getting up again
This week, we are sharing a superb presentation by Louis-Vincent Gave from John Mauldin’s 2021 Strategic Investment Conference (SIC).