General

There may have been no more reviled corner of the stock market in its history than tobacco stocks were in the late 1990s.  The industry was besieged by countless multi-billion lawsuits from almost every state in the union. Read More

Below are Evergreen Gavekal's Likes/Dislikes for December 4, 2020. Read More

Thanks to our partnership with Gavekal, Evergreen has a unique view into what’s happening in China and, more broadly, Asia. Over the last couple of years, the tit-for-tat trade and technological war between the United States and China has been consistent front-page news, raising alarms as to how badly the relationship might further devolve. Read More

Below are Evergreen Gavekal's Likes/Dislikes for November 27, 2020. Read More

Below are Evergreen Gavekal's Likes/Dislikes for November 20, 2020. Read More

When investors consider potential investment areas, headwinds and tailwinds are important factors that help provide clues about the future of a sector. Take Big Tech as an example. While the biggest names in tech have seen unmatched growth... Read More

Below are Evergreen Gavekal's Likes/Dislikes for November 13, 2020. Read More

In the days leading up to the US election, markets seemed to be pricing in (1) uncertainty that would drag on after a contested presidential election and/or (2) a “blue wave” that would bring forward a Democratic agenda. This pricing was reflected in... Read More

Below are Evergreen Gavekal's Likes/Dislikes for November 6, 2020. Read More

For all of us Baby Boomers, Campbell Soup’s iconic tag-line of “MMM Good” was burned into our collective memories at a young age.  As we now transition into senior citizenship, we are discovering that it may well be a case of MMM Bad, totally unrelated, however, to what formerly was America’s favorite soup company.  Read More