General

Evergreen Gavekal's Likes/Dislikes for May 31, 2019. Read More

About once a decade here in the Pacific Northwest, we encounter what’s been dubbed Snowmaggedon, where, as we witnessed in February, locals load up on groceries; city officials prep and treat roads, bridges and walkways; and families cozy up and stay close to home. Read More

Evergreen Gavekal's Likes/Dislikes for May 24, 2019. Read More

Nearly two years after the US launched an investigation into Chinese trade policies, it seems as if the battle for pole position of the global economy has reached an inflection point. Aside from the tariffs, the threats of tariffs and, yes, the threats of even more tariffs, that have continued back-and-forth between the two countries like a painfully long ping-pong match, the Trump administration upped the ante last Friday by blacklisting Huawei. As a result, US chipmakers, including Intel, Qualcomm, Xilinx and Broadcom, have suspended supplying Huawei with semiconductors – a devastating blow to the Chinese telco. Read More

Evergreen Gavekal's Likes/Dislikes for May 17, 2019. Read More

At the beginning of 2018, we initiated a new EVA series titled “Bubble 3.0” with excerpts from David Hay’s upcoming book titled “Bubble 3.0: How Central Banks Created the Next Financial Crisis”. Read More

Evergreen Gavekal's Likes/Dislikes for May 10, 2019. Read More

Should men and women be investing differently? I don’t think that men and women need to invest differently to achieve their goals, but I think that many women have biases to overcome which can hinder their financial success. One of the biggest things that I see is that women are… Read More

The unicorn, a mythological creature first depicted in the Bronze Age, has taken many forms in many cultures over many centuries. One of the earliest descriptions of the majestic, single-horned beast came in 400 BC by the Greek historian Ctesias. He described the animal as having a white head, purple body, blue eyes, and a cubit-long colored horn. Read More

Evergreen Gavekal's Likes/Dislikes for May 3, 2019. Read More