Recent Articles
The Stumble-Through Economy
Long-time EVA readers may recall the legendary John Mauldin was my inspiration for starting this newsletter back during the housing…
Towards More of The Same?
After a cataclysmic hiccup in March, markets rebounded with a vengeance in the second quarter of 2020. In fact, the…
Likes/Dislikes – July 3, 2020
Below are Evergreen Gavekal's Likes/Dislikes for July 3, 2020.
No Revenue, No Profits, No Problem?
In December 2017, Evergreen ran three consecutive newsletters on that period's investment zeitgeist: an uncontrollable, insatiable, and undeniable appetite for…
Likes/Dislikes – June 26, 2020
Below are Evergreen Gavekal's Likes/Dislikes for June 26, 2020.
The Sweet Spot
Reputations are hard to shake, even those that are unfairly attributed. In my case, this was a function of my…
Likes/Dislikes – June 19, 2020
Below are Evergreen Gavekal's Likes/Dislikes for June 19, 2020.
Likes/Dislikes – June 12, 2020
Below are Evergreen Gavekal's Likes/Dislikes for June 12, 2020.
As the World Reopens
This week, we are presenting an article from Evergreen Gavekal’s partner, Louis-Vincent Gave, on what’s in store for markets as…
History Creates Generations, Generations Create History
Neil Howe, author of “The Fourth Turning: What the Cycles of History Tell Us About America’s Next Rendezvous with Destiny”…
Likes/Dislikes – June 5, 2020
Below are Evergreen Gavekal's Likes/Dislikes for June 5, 2020.
Cloudy with a Chance of…
For years, the concept of ‘the cloud’ was as cloudy as a winter morning in Seattle, Washington. It seemed that…