General

Below are Evergreen Gavekal's Likes/Dislikes for June 11th, 2021. Read More

In this edition of Evergreen Chartbook, we will look at the emerging trends in the US economy, which has official entered “an expansion”. We will also dive into how we are positioning both our growth and income portfolios for this environment. Read More

Below are Evergreen Gavekal's Likes/Dislikes for June 4th, 2021. Read More

For several years, Evergreen’s weekly publication of Likes/Dislikes has maintained gold and gold-mining stocks in our “Likes” category. However, despite our long-term conviction, at times we have conceded that the asset class looked overextended and, thus, advised some profit taking and rebalancing. Read More

Well, that was quick! Back on October 30th of last year, which also happened to be my 65th birthday, we put out a typically against-the-grain EVA on a topic that was very much back page news at the time: inflation. Fast forward to last week and here is the cover of that edition of Barron’s. Read More

Jeffrey Gundlach, who was dubbed the “King of Bonds” in a February 2011 Barron’s cover story, is an American investor and founder of $85 billion asset manager DoubleLine. This week, we are presenting an interview between Yahoo Finance's Julia LaRoche and Jeffrey Gundlach where the two discuss many of today’s hot topics. Read More

Below are Evergreen Gavekal's Likes/Dislikes for May 28, 2021. Read More

This week, we are sharing a superb presentation by Louis-Vincent Gave from John Mauldin’s 2021 Strategic Investment Conference (SIC). Read More

This week, we are presenting a missive from the always read-worthy Gerard Minack. Mr. Minack, who pens the Down Under Daily, outlines several reasons why he believes that recent inflation indicators are "transitory" in nature. Read More

Below are Evergreen Gavekal's Likes/Dislikes for May 21, 2021. Read More