Likes/Dislikes – May 14th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for May 14, 2021. Read More
Recent Articles
Where Will The Next Deflationary Shock Come From?
It seems as though wherever one looks, soaring prices are in the news. Everything from the rising price of lumber to oil, to housing, to food is dominating headlines. This week, key inflation data was released... Read More
Likes/Dislikes – May 7th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for May 7, 2021. Read More
Four Berkshire Bombshells (Plus the SPAC Market Implosion)
Every year, professional and amateur shareholders have the opportunity to partake in Berkshire Hathaway’s annual meeting where legendary investors Warren Buffett and Charlie Munger field questions on Berkshire’s business and investment decisions. Typically, the annual event is... Read More
Likes/Dislikes – April 30th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for April 30, 2021. Read More
Bitcon No More
Regular readers of the Evergreen Virtual Advisors (EVAs) written by me have probably noticed that I’ve been unusually silent on Bitcoin and the other cryptos for a very long time. In fact, I can’t recall the last time I’ve made any comments; however, I do vividly remember when I should have. Read More
Likes/Dislikes – April 23rd, 2021
Below are Evergreen Gavekal's Likes/Dislikes for April 23, 2021. Read More
Bracing for the Hangover
It’s not often that we don’t run a relevant quote in at the beginning of an Evergreen Virtual Advisor (EVA). However, there are enough gems in this week’s Guest edition to obviate the need. The lead soundbite is by one of the people I most admire in the investment ecosystem, Howard Marks. Read More
Likes/Dislikes – April 16th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for April 16, 2021. Read More
Likes/Dislikes – April 9th, 2021
Below are Evergreen Gavekal's Likes/Dislikes for April 9, 2021. Read More