Recent Articles
Who’s Afraid Of The Big Bond Wolf?
During the first quarter of 2021, one of the hottest topics in financial circles was the sudden rise in bond…
Likes/Dislikes – April 2nd, 2021
Below are Evergreen Gavekal's Likes/Dislikes for April 2, 2021.
NFT Madness
One thing that has become apparent over the past decade is the growing connectedness between the physical and digital world.…
Likes/Dislikes – March 26th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for March 26, 2021.
What to Expect in 2021
Over the past several weeks, a sharp spike in bond yields has created volatility in equity markets. In particular, the…
Likes/Dislikes – March 19th, 2021
Below are Evergreen Gavekal’s Likes/Dislikes for March, 19th, 2021 EVA. As an overarching recommendation, present market conditions have become so hyper-bullish that this author is…
The Economic Recovery is Gaining Momentum #2
Click here to download PDF In this edition of Evergreen Chartbook, we will explore the continued economic recovery that started…
The Economic Recovery is Gaining Momentum
Click here to download PDF In this edition of Evergreen Chartbook, we will explore the continued economic recovery that started…
U.S. Equities In A Changed Macro Environment
“US tech stocks have been hit hard, as attention focuses on the underlying quality of themes like the migration to…
Likes/Dislikes – March 12, 2021
Below are Evergreen Gavekal’s Likes/Dislikes for March, 12th, 2021 EVA. As an overarching recommendation, present market conditions have become so hyper-bullish that this author is…
The Year the Earth Stood Still…and…the Year the Earth Still Stood (Part II)
“The government’s share of the economy will continue to rise. The more government is involved in the economy, the less…
A New Game Plan is Needed
“Bonds are not the place to be these days. Can you believe that the income recently from a 10-year Treasury bond…