The story of Tesla should begin with its namesake. In July of 1856, a brilliant young boy named Nikola Tesla was born in the small village of Smijan, in what is now present-day Croatia. He was the son of a priest, the fourth of five children, and grew up on a farm. Read More
Below are Evergreen Gavekal's Likes/Dislikes for March 6, 2020. Read More
Let me begin this most unusual Guest EVA edition with both an observation and an admission. On the first part, the sudden market panic this week is precisely why Evergreen has been raising cash as we had noted the alarming news out of China and now other countries. Read More
Below are Evergreen Gavekal's Likes/Dislikes for February 28, 2020. Read More
When we published the first edition of The Sprint to 5G last March, we made the case that evolutions in the telecom industry typically take place once a decade and that the 2020s will be an era defined by the rollout and adoption of 5G. Read More
Below are Evergreen Gavekal's Likes/Dislikes for February 21, 2020. Read More
Below are Evergreen Gavekal's Likes/Dislikes for February 14, 2020. Read More
Do you want to know when the longest bull market in history will end? Dumb question, right? I mean who doesn’t? Certainly, all those aging Baby Boomers with most of their net worth now in the stock market might have more than a passing curiosity about the great bull’s sell-by date. Read More
One of the most poignant global pandemics in recent memory has been the unexpected outbreak of the coronavirus in China’s Hubei province. The spread and impact of the disease even changed this week’s plan to release the next edition of Bubble 3.0, instead favoring some pertinent commentary from Gavekal’s Arthur Kroeber on the “Wuhan Flu”. Read More
Below are Evergreen Gavekal's Likes/Dislikes for February 7, 2020. Read More
