Recent Articles
Likes/Dislikes – September 20, 2019
Below are Evergreen Gavekal's Likes/Dislikes for September 20, 2019.
Q&A on the Saudi Oil Attacks
In the mid-1950s, geologist M. King Hubbert theorized that “peak oil” would come when the maximum rate of extraction of…
Déjà vu 2000 or Flashback 2007? (Part II)
Let’s return to one of the most pressing questions facing investors right now, one we also discussed last week: Namely,…
Likes/Dislikes – September 13, 2019
Below are Evergreen Gavekal's Likes/Dislikes for September 13, 2019.
Déjà vu 2000 or Flashback 2007? (Part I)
Finally! A “Bubble 3.0” chapter mostly devoted to the stock market! Based on what a complex beast it is, the…
Likes/Dislikes – September 6, 2019
Evergreen Gavekal's Likes/Dislikes for September 6, 2019.
Likes/Dislikes – August 30, 2019
Evergreen Gavekal's Likes/Dislikes for August 30, 2019.
The Disaster of Negative Interest Policy
For over 30 years, I have read every Barron’s Roundtable edition interviewing many of the world’s foremost money managers. Past…
The Big Data Dilemma
The idea of a “connected world” has taken many forms over several millennia. In the 4th century BC, trade between…
Likes/Dislikes – August 23, 2019
Evergreen Gavekal's Likes/Dislikes for August 23, 2019.
Likes/Dislikes – August 16, 2019
Evergreen Gavekal's Likes/Dislikes for August 16, 2019.
The Surge in Anti-Fragile Assets
Well, that was an exciting week in the markets! All three major US indexes started down on Monday following renewed…