General

Typically, the reaction to one of my EVAs is like the sound of one-hand clapping.  That was definitely not the case with last week’s “Take Profits!” edition.  Read More

Admittedly, that isn’t the snazziest EVA title I’ve ever created.  But I wanted to accomplish two things with it: First, save time for those who want essentially a Twitter message in terms of brevity and, second, to underscore the basic message.  Read More

Below are Evergreen Gavekal's Likes/Dislikes for January 1, 2021. Read More

As most loyal EVA readers know, for the 15 years of this newsletter’s existence, I’ve been a believer in, and forecaster of, subdued inflation.  In fact, I’ve often written that for nearly all of my 42-year career I’ve felt that inflation would stay low, despite some intermittent flare-ups late in economic expansions. Read More

Below are Evergreen Gavekal's Likes/Dislikes for December 25, 2020. Read More

As the year draws to a close, most financial market players like to project themselves forward and attempt to figure out what challenges, or surprises, the upcoming year may have in store. The aim of this piece is to do precisely the opposite: instead of looking forward, I propose to look backwards at the important changes of the past year. Read More

Below are Evergreen Gavekal's Likes/Dislikes for December 18, 2020. Read More

Below are Evergreen Gavekal's Likes/Dislikes for December 11, 2020. Read More

In this edition of Evergreen Chartbook, we will look back through 2020 and showcase the top charts during what's been a rather unique year, to say the least. Read More

Since nearly the beginning of the Covid-19 pandemic, we have all hoped for an end to the harsh restrictions and a return to the way of life we had previously taken for granted. This new way of life, however, has led to some notable changes in the way we approach virtually everything. Read More