Recent Articles
The Antitrust Rhetoric Ramps Up
Blue and red seldom agree on anything these days, so when both camps find common ground on the same issue,…
Likes/Dislikes – August 7, 2020
Below are Evergreen Gavekal's Likes/Dislikes for August 7, 2020.
Announcement: Tax Services at Evergreen
Dear Clients and Friends, Evergreen Gavekal is pleased to announce the acquisition of the Mercer Island-based tax accounting firm, Sterling,…
Likes/Dislikes – July 31, 2020
Below are Evergreen Gavekal's Likes/Dislikes for July 31, 2020.
The Consequences Of ‘Worthless Cash’
In the second quarter of this year, global equity markets registered their best quarterly performance in two decades. What was…
Have Equities Become a Bubble?
Charles never tires of reminding us that “reading the financial press is bad for your financial health.” Underpinning his belief…
Likes/Dislikes – July 24, 2020
Below are Evergreen Gavekal's Likes/Dislikes for July 24, 2020.
Herd Impunity
Alan Greenspan attracted considerable scorn back in late 1996. This was when he warned, as a few old-timers like me…
Likes/Dislikes – July 17, 2020
Below are Evergreen Gavekal's Likes/Dislikes for July 17, 2020.
Likes/Dislikes – July 10, 2020
Below are Evergreen Gavekal's Likes/Dislikes for July 10, 2020.
The Stumble-Through Economy
Long-time EVA readers may recall the legendary John Mauldin was my inspiration for starting this newsletter back during the housing…
Towards More of The Same?
After a cataclysmic hiccup in March, markets rebounded with a vengeance in the second quarter of 2020. In fact, the…