Recent Articles
Schrodinger’s Market, Cognitive Dissonance, and Hyperinflation
Lewis Carrol’s tale summarizes the intuition behind the paradox of quantum superposition: in Schrödinger’s famous thought experiment, a cat can…
Likes/Dislikes – January 22, 2021
Below are Evergreen Gavekal's Likes/Dislikes for January 22, 2021.
Likes/Dislikes – January 15, 2021
Below are Evergreen Gavekal's Likes/Dislikes for January 15, 2021.
Chasing Unicorns: IPOs to Watch in 2021
Over the past two years, we have penned two separate letters highlighting some of the most high-profile Initial Public Offerings…
Likes/Dislikes – January 8, 2021
Below are Evergreen Gavekal's Likes/Dislikes for January 8, 2021.
The Senate Upheaval
The U.S. political scene took center stage this week as many American’s sat stunned as we witnessed unbelievable footage of…
In Defense of Taking Profits
Typically, the reaction to one of my EVAs is like the sound of one-hand clapping. That was definitely not the…
Take Profits!
Admittedly, that isn’t the snazziest EVA title I’ve ever created. But I wanted to accomplish two things with it: First,…
Likes/Dislikes – January 1, 2021
Below are Evergreen Gavekal's Likes/Dislikes for January 1, 2021.
The Boom of 2021
As most loyal EVA readers know, for the 15 years of this newsletter’s existence, I’ve been a believer in, and forecaster…
Likes/Dislikes – December 25, 2020
Below are Evergreen Gavekal's Likes/Dislikes for December 25, 2020.
The 10 Important Changes of The Past Year
As the year draws to a close, most financial market players like to project themselves forward and attempt to figure…