Recent Articles
Likes/Dislikes – November 1, 2019
Evergreen Gavekal's Likes/Dislikes for November 1, 2019.
The Outlook Gap
This Wednesday, Fed-head Jerome Powell announced the Federal Reserve’s third rate cut of 2019. On the same day, economic data…
Likes/Dislikes – October 25, 2019
Below are Evergreen Gavekal's Likes/Dislikes for October 25, 2019.
The Three Waves of Capitalism
Historically, three waves have driven capitalism forward, each dominating in turn.
Likes/Dislikes – October 18, 2019
Below are Evergreen Gavekal's Likes/Dislikes for October 18, 2019.
Apocalypse Not Now
Central amongst the host of issues currently crowding the global forum is an escalating conflict in the Middle East. Aside…
Likes/Dislikes – October 11, 2019
Below are Evergreen Gavekal's Likes/Dislikes for October 11, 2019.
The Cream of the (Cash Burning) Crop
In 1999, 547 companies rushed towards public markets looking to capitalize on the zenith of the dotcom era. The vast…
Likes/Dislikes – October 4, 2019
Below are Evergreen Gavekal's Likes/Dislikes for October 4, 2019.
The Next Logical Steps in a Classic Dangerous Journey?
In late-July, we published the musings of famed investor and hedge fund manager Ray Dalio in a piece titled “The…
The Cost of Being Normal
Throughout 2015 and all the way into 2018 the Fed was a bit obsessed with being “normal”. They wanted a…
Likes/Dislikes – September 27, 2019
Below are Evergreen Gavekal's Likes/Dislikes for September 27, 2019.