My close friend and partner Louis Gave, whom I’ve known for 13 years, is the furthest thing from a gold bug. In fact, for most of the time I’ve known him he’s had a dim view of the shiny metal often derisively referred to as a “barbarous relic” or a “pet rock”. Read More
In this edition of Evergreen Chartbook, we'll explore the economic recovery we have seen since the US officially entered a recession in Q2 of 2020. We will also delve into the impressive and broad-based rally within financial assets, as well as our current outlook for financial markets. Read More
Below are Evergreen Gavekal's Likes/Dislikes for August 14, 2020. Read More
In this edition of Evergreen Chartbook, we'll explore the economic recovery we have seen since the US officially entered a recession in Q2 of 2020. We will also delve into the impressive and broad-based rally within financial assets, as well as our current outlook for financial markets. Read More
Blue and red seldom agree on anything these days, so when both camps find common ground on the same issue, it’s enough to make anyone’s ears perk up. Such was the case during last week’s Congressional Antitrust Subcommittee hearing, where four of tech’s biggest CEOs spent hours being grilled by Congress. Read More
Below are Evergreen Gavekal's Likes/Dislikes for August 7, 2020. Read More
Dear Clients and Friends, Evergreen Gavekal is pleased to announce the acquisition of the Mercer Island-based tax accounting firm, Sterling, Kuder & Co. P.S. Their firm has provided customized tax and financial consulting services to both individuals and companies for over 35 years. At times, Evergreen clients have conveyed to… Read More
Below are Evergreen Gavekal's Likes/Dislikes for July 31, 2020. Read More
In the second quarter of this year, global equity markets registered their best quarterly performance in two decades. What was behind this record-breaking rebound? A number of explanations appeared possible. Read More
Charles never tires of reminding us that “reading the financial press is bad for your financial health.” Underpinning his belief isn’t just the old adage that “if it’s in the press, it’s in the price,” but also the reality that financial journalists are quick to declare any rising market, a “bubble.” Read More
