Recent Articles
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…
Likes/Dislikes – August 9, 2019
Evergreen Gavekal's Likes/Dislikes for August 9, 2019.
Debt-End
Let’s be totally honest with each other, including all of you out there under the “see no bubbles” influence. If…
Likes/Dislikes – August 2, 2019
Evergreen Gavekal's Likes/Dislikes for August 2, 2019.
An Investment Thesis for the 2020s
If someone were to dive deep into the Evergreen Virtual Advisor (EVA) archives, they would stumble upon a publication from…
Likes/Dislikes – July 26, 2019
Evergreen Gavekal's Likes/Dislikes for July 26, 2019.
The Instant Classic
In his popular book, Misbehaving: The Making of Behavioral Economics, Richard Thaler suggests that, “Many people have made money selling…
Likes/Dislikes – July 19, 2019
Evergreen Gavekal's Likes/Dislikes for July 19, 2019.
The Mysterious Case of the Elongated IPO
Ben Horowitz, famed entrepreneur and venture capitalist, once quipped that as a startup CEO he “slept like a baby [because…