General

Below are Evergreen Gavekal's Likes/Dislikes for May 15, 2020. Read More

With offices around the world in North America, Europe, and Asia, Evergreen and its partner firm Gavekal have boots on the ground in some of the places hit hardest by the Coronavirus. This gives our firms a unique picture of how the virus is impacting businesses, societies, and markets.  Read More

Below are Evergreen Gavekal's Likes/Dislikes for May 8, 2020. Read More

Below are Evergreen Gavekal's Likes/Dislikes for May 1, 2020. Read More

This book has clearly been an indictment of Fed policies over the last twenty-five years. Some will no doubt think it has been unfair, particularly when, like now, the Fed is in its fire brigade mode. Read More

Well, it’s been quite an odyssey. Some of you have been around since the very beginning of my long resistance effort against Bubble 3.0. Those hardy souls may recall that this book, published in real-time, began in December of 2017 when Bubble 3.0 had its signature speculative blow-off, the great crypto mania of which Bitcoin was the shooting star. But like all such meteorites, its brilliant glow was short-lived. Read More

Below are Evergreen Gavekal's Likes/Dislikes for April 24, 2020. Read More

Below are Evergreen Gavekal's Likes/Dislikes for April 17, 2020. Read More

Veteran EVA readers will undoubtedly recognize the name Gerard Minack, who is the author of one of my regular reads, the Down Under Daily (DUD). As you might expect from its name, Gerard hails from the Lucky Country, more commonly known as Australia. Read More

Today, and for the past few months, we’ve been living through truly unprecedented times. One cannot logically look at the situation before us and say they know how things will play out. There are just too many variables. Read More